Regional Sessions

Money Concepts University

Regional Sessions Include:

• WEALTH MANAGEMENT SYMPOSIUM-
  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.

• LOCAL REGIONAL TRAINING EVENTS-
  Attend our local trainning events in a more personal mentoring environment.