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    “Values-Based Investing” with Marco Vangelisti and Johnny Roland

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  • Creative Strategies – Grounded Wisdom: Discovery Process and Policy-Based Financial Planning

    $25.00 – $40.00
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    Donation

    $10.00 – $200.00
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    Exploring the Connection Between Self-Regulation, Financial Self-Efficacy, and Financial Behaviors

    $0.00 – $25.00
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  • Facilitating Positive Change in Your Clients’ Financial Lives

    $240.00 – $400.00
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    Facilitating Positive Change in Your Clients’ Financial Lives

    $150.00 – $400.00
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    Financial Empathy and Inclusive Financial Wellbeing and Empowerment: Powerful Tools for Meaningful Client Relationships

    $35.00 – $50.00
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    From Resistance to Action: Motivating Clients to Implement Your Advice

    $35.00 – $50.00
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    How Financial Therapy Can Aid in Your Financial Planning Practice

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  • Improving Client Relationships and Outcomes through the Inclusive Financial Wellbeing and Empowerment Model

    $35.00 – $50.00
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  • Lessons Learned From the Pandemic, Shutdowns, and Financial Uncertainty

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    Meet the Author: Janine Firpo

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  • MI for Advisors: Motivational Interviewing Bootcamp

    $320.00 – $500.00
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  • MI for Advisors: Motivational Interviewing Bootcamp

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    Motivational Interviewing in Financial Planning

    $35.00 – $50.00
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  • MQU Alumni “Office Hour” Session with Marco Vangelisti

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Money Quotient, NP is a 501(c)(3) non-profit organization
DBA MQ Research & Education™
Mission
Tax ID: EIN 20-0352077
IRS Form 990
2022
2021
2020
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MQ Research & Education™ is a 501(c)(3) non-profit organization founded on the belief that a multidisciplinary and research-based approach to financial planning, education, counseling, and therapeutic processes will guide best practices for fostering economic and personal well-being. To this end, we conduct innovative studies; form fruitful collaborations with researchers, scholars, and practitioners; and provide opportunities for in-depth learning and dialogue. Our goal is to facilitate a greater understanding of both the emotional and practical factors that support achievement of financial acumen and meaningful life goals.