June 2017 "Fundamentals of Financial Life Planning" Training
Event: "Fundamentals of Financial Life Planning" Training
Dates: June 28-30, 2017
Location: Kennedy School | Portland, OR
The purpose of the "Fundamentals of Financial Life Planning" training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of Money Quotient materials and facilitate important discussions regarding implementation and related practice management issues.
Of key importance during the Fundamentals training is expanding the participants' understanding of how to implement the Money Quotient tools and processes into their client meeting schedules. Always in attendance is an Money Quotient Veteran Licensee, who will share from his/her personal experience and discuss related practice management issues.
For additional information about "Fundamentals of Financial Life Planning" training, please click on one or both of the links below:
Sessions run from 8:30AM-5:00PM all three days. Attending the full session each day is required for completion of the training course and to earn the full CEUs available. Please plan accordingly when booking travel arrangements.
If you cancel ON OR BEFORE MAY 26TH, 2017, you will receive a FULL REFUND, minus a $100.00 processing fee.
If you cancel BETWEEN MAY 26TH, 2017—JUNE 20TH, 2017, you will receive a 50% REFUND, minus a $100.00 processing fee.
NO REFUND will be provided for cancellation after JUNE 20TH, 2017.
NO REFUND will be provided to individuals who are registered but do not attend the training course (i.e., "No Shows").
*NON-LICENSEE RATE—Applies to individuals who are NOT Money Quotient Licensees. Those who choose to license within 30 days of attending the training course will receive a credit of $300.00 toward licensing fees.
**M.Q. LICENSEE RATE—Applies to Money Quotient Licensees who have NOT previously attended a Fundamentals of Financial Life Planning Training course. This rate is also extended to other (unlicensed) members of a Licensee’s firm.
***M.Q. ALUMNI RATE—Applies to Money Quotient Licensees who HAVE previously attended a Fundamentals of Financial Life Planning Training course.
All rates listed are per person.