A new "First Step Training" Webinar Series begins May 7th!
The "First Step Training" is designed to enhance your understanding of the cash flow management concept, discuss ways the M.Q. Financial Life Planning approach and First Step complement one another, and provide guidance on how to introduce and use this cash management system with your clients.
IMPORTANT NOTE
If you have completed the "First Step Training" in the past, you are not required to repeat the training. However, you and any member of your firm are welcome to attend this webinar series as often as you like.
Please remember this training is a benefit of your First Step Licensing Agreement and is open to all members of your firm. We highly encourage you and any member of your team who is using the First Step program to complete the training.
FIRST STEP M.Q. DIRECTORY DESIGNATION
We added a First Step designation to the M.Q. Licensee Directory on the Money Quotient website. This designation is awarded to First Step Licensees who have completed *both sessions* of the "First Step Training" and are actively using the system. You can check to see if your firm has already earned the designation by clicking here.
ABOUT FIRST STEP TRAINING
The "First Step Training" Webinar Series consists of two 90-minute training webinars. There is time between the sessions to allow you to complete homework and gain hands-on experience with the First Step Cash Management System™. "First Step Training" is conducted by M.Q. Vice President, Amy Mullen.
DATES/TIMES
Wednesday, May 7, 2014
Wednesday, June 11, 2014
11:00AM-12:30PM PDT / 2:00PM-3:30PM EDT
REGISTRATION
If you would like to register, please click the links below. *Please be sure to register for both sessions!*
ADDITIONAL INFORMATION
If other members of your firm would like to receive information about the upcoming "First Step Training" webinars, please email Kilby to have their name/s and email address/es added to our distribution list.
Feel free to email Amy with any questions you have about the training, or if you have questions come up about the use of the First Step system prior to the training session.
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