Money Concepts University
Expand your capabilities, broaden your opportunities
An associate training and educational institution advancing knowledge and expertise in financial planning and wealth management.
The university
Practical knowledge, applied in real markets
Money Concepts University is an associate training and educational institution. Its purpose is to advance your knowledge and expertise in financial planning and wealth management through a well-developed and continuous education system.
Money Concepts University emphasises practical knowledge in training, enhances the complementation of theory and practice, and focuses on the realisation of ideas.
IARFC recognition
Money Concepts University is recognised by the International Association of Registered Financial Consultants (IARFC). If eligible, graduates of our courses can apply for Registered Financial Associate (RFA) qualification.
University philosophy
- 01
Continuous training
Focus on upgrading wealth management and financial planning knowledge and skills.
- 02
Implementation of learning
Emphasise the application of knowledge and strategy in the financial market.
- 03
On-going improvement
To adapt to an uncertain financial market, all training is modified regularly with changes in the global financial situation and direction.
Strengths of the university
- More than 30 years of experience in education and professional training
- Combination of traditional concepts and modern intelligence
- Practical financial planning skills
- Prompt response to the global financial market
- Courses corresponding to current financial products
Programmes
Four pathways into professional practice
When you join Money Concepts you become a member of an international organisation of professionals dedicated to helping you reach your goals.
Professional Financial Planning Program
For people with a keen interest in becoming a professional financial planner. The focus is on improving financial planning techniques, management and professional financial knowledge. Mentors guide your learning process and help shape your success path.
- Professional Financial Planning Certificate
- Professional Financial Planning Diploma
CEO Wealth Management Program
Designed for high net worth individuals using an active learning system. Classes enhance students’ financial knowledge and understanding of investment risk, and how to create a complete financial plan to reach their goals and be truly financially autonomous.
- CEO Wealth Management Certificate
- CEO Wealth Management Diploma
Family Office Wealth Management Program
Designed for members of high net worth families (with total investable assets of HKD 150 million). The course focuses on skills for managing family wealth to meet long-term financial goals, covering preservation, growth and succession.
- Wealth preservation, growth and succession
- Psychology and background of money within the family
Professional Family Office Consultant Program
Designed for wealth managers and individuals interested in working as a family office management consultant, developing profession in managing family offices and preserving family wealth.
- Financial management and investment decision making
- Family office consultancy practice
Enquire about a programme
Tell us your background and goals and our education team will recommend the right pathway.