MQU instructor Marco Vangelisti and MQ Partner (and course alumni) Johnny Roland will discuss “values-based investing,” which aligns financial plans and strategies with personal values.
Join us for a discussion with Janine Firpo, author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World (2021).
This four-session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
Race, ethnicity, and gender play a significant role in how consumers interact with their own finances, as well as the financial services industry. This webinar will explore:
This class began on Saturday, 9/11; however, registration will remain open until 4:00 pm PT on Friday, 9/17.
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Would you like to experience meaningful conversations with your clients on a more consistent basis? Would you like to support and facilitate positive change in their lives?
Explore the simple art of asking beautiful questions that can reveal deeper truths and unexpected wisdom!
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Please note: The course began on Monday, January 18; however, registration is still open!
Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy. Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.
This four-session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
Dr. Lance Palmer will discuss a study that explores the relationship between self-control (or self-regulation) and financial self-efficacy, and how these two constructs interact and potentially influence financial management behaviors.