Money Concepts University

Education for the Financial Services Professional


Continuous education is the foundation of success in the Financial Services industry. Whether you’re new or a seasoned financial planning professional, Money Concepts University has the education proctored by the industry's best to help you hone your skills and grow your financial career and practice. Register for any college or course that you feel will challenge you.

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Follow a structured learning program by choosing one below:

Professional Program


The Professional Program is a financial services education path for the beginner. Similar to an associate’s degree this curriculum is collection of courses designed to set a solid foundation of skills to excel quickly in the Financial Services Industry.

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Eagle Program


The Eagle Program is the Bachelors of our Financial Services industry. Coupled with a little experience, the Financial Representative will appreciate the leverage this education can apply to all aspects of a financial practice. Ready to hone your skills?

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Apex Program


The Apex Program is a highly focused and articulate Masters education in financial service strategy, practice management and growth, marketing and more. A limited chosen few will attempt this path and they all agree it’s worth the effort. How about you?

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Money Concepts University is provided FREE to all Money Concepts Team Members      Join Us »


Money Concepts University Difference...

Experienced Successful Practical
LEARN
at your own pace


Learn at your own pace:
  • Online
  • In class
  • Any curriculum
  • Any program
  • Any course
  • Any time
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Structured Flexibility:
  • Follow a curriculum or your own path
  • Alternate program levels
  • Take any course you choose
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Online & Classroom Learning:
  • Online
  • Webinars
  • National Conferences
  • Regional Meetings & Workshops
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learn at your own pace...