Wealth Management and Financial Planning for Bank Customers 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.

Over 60 hours of CFP® credits and over 70 hours of CPA credits.

 

Money Concepts University National Sessions

What Bank Presidents Are Saying.....

"We recognized that we had a gap in our ability to provide 'birth to death' financial services for our customer base. We were missing the link, between traditional banking products and that of our trust services. While others' wealth management offerings provided a bridge, Money Concepts provided us with a conduit that has provided substantial growth and revenue across all lines of our business. Our results have exceeded our own high expectations, but more importantly, that of our customers".  
Matthew P. Forrester, President & CEO
River Valley Financial Bank
Madison, IN

"Over the last eight years, working with Money Concepts, we have been able to channel over 70% of our clients into fee based, managed accounts.  This allows us to maintain a consistent income.  We are also able to focus on our clients needs through the ups and downs of the market without worrying about having to sell anything but our service and our expertise".
Jack E. Mensching, President & CEO
Itasca Bank and Trust
Itasca, Illinois

"Community Banks traditionally want relationships, not just transactions. That same attitude was exemplified by Money Concepts. They took the time to study our industry and undersatnd the key compliance issues and what we want to accomplish".
Stevens Plowman, President
Farmers & Merchants Bank & Trust Co., Hannibal, MO

"Money Concepts gives us the additional non-banking products we need to attract and retain customers that need more than traditional banking services."
Robert M. Smith, President & CEO
American Savings Bank
Portsmouth, Ohio

Wealth Management and Financial Planning for Bank Customers Since 1979