Page 15 - Money Concepts Corporate Brochure

MONEY CONCEPTS UNIVERSITY

When you join Money Concepts, you become a member of an international
organization of professionals dedicated to helping you reach your professional
goals. Mentors guide your learning process and help you shape your success path.
Our ongoing learning expands your capabilities and broadens your opportunities,
helping you grow your business faster than you would otherwise. You will be
energized by the Money Concepts meetings, training sessions and congresses with
like minded professionals. You will continuously grow in professionalism under the
guidance of your Regional Director as you learn the techniques of delivering wealth
management and financial planning.

REGIONAL SESSIONS INCLUDE:

FINANCIAL PLANNING SALES & MARKETING SCHOOL
A module program consisting of ten sessions in total using a well thought out
sequence of information for a fast learning curve . . . basic to advanced training
provided while covering the science and art of wealth management using the
financial planning process

PRODUCT MARKETING AND ADVANCED TAX PLANNING
These meetings take an in depth look at and analyze the mechanics of various
financial products. Insight is also given on where the product is applicable and how
it should be marketed.

PROCEDURES & COMPLIANCE WORKSHOPS
These workshops cover areas such as how to do business with Money Concepts
Capital Corp. and its Advisory Services while ensuring FINRA and SEC regulatory
compliance. It also provides answers to the most commonly asked compliance
questions.

ONLINE COURSES INCLUDE:

• Exam Preparation for FINRA, CLU/ChFC, L&H, CFA and CFP® Certification Programs
• Continuing Education Credits
• General Knowledge and Make Up Courses