Page 17 - Money Concepts Corporate Brochure
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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 TRAINING
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.
Over 60 hours of CFP® credits and over 70 hours of CPA credits.