Wealth Management and Financial Planning Opportunities for Individuals, Corporations, and Financial Institutions Since 1979

National Sessions

Money Concepts University

Money Concepts University is designed to expand your capabilities and broaden your opportunities.

National Sessions Include:

DUE DILIGENCE SESSION - Qualified banks, CPAs and experienced professionals are invited, as our guests, to our international headquarters for full training on how to successfully operate a Money Concepts Financial Planning Center. We follow a hands-on agenda that covers in detail the Money Concepts experience and how to take advantage of the Money Concepts Success systems.
COUNCIL OF PRESIDENTS - This is an intense 2 day workshop that is conducted at four strategic locations twice a year...providing you up to date information on key financial issues, an in depth look at various market opportunities, plus business development coaching sessions.
INTERNATIONAL FINANCIAL PLANNING CONGRESS - This five day congress is conducted annually in early summer at great locations throughout the world. The focus is motivational and sales oriented, with professional outside speakers and Money Concepts own success stories. If all this could be put in one word, it would be sharing.
ANNUAL PLANNING CONFERENCE - This conference is conducted in November of each year. The orientation for this session is your business development, with a strong emphasis on successful business planning for the coming year. We cover product innovations and new market opportunities.
MARKETING & ADMINISTRATIVE ASSISTANT PROGRAM - This is a two day special training session for your marketing and administrative assistants. This training session is designed to assist in the development of marketing and administrative assistants. We want to help you by training your assistants to the highest level of proficiency so you can focus on your clients.
1040 AND OTHER TAX PREPARATION CLASSES - A two day class providing you with the latest Federal Tax updates. These classes are NASBA approved providing you with sixteen hours of CE credits.