Membership – MCU Institute Limited

Membership

MCU Institute Membership

MCU offers an array of memberships aimed to tailor made pathways for growth for our valued members: Individuals Memberships that elevate our members by offering unique educational and networking experiences; Corporate Memberships supports our corporate members by offering exclusive training session and complimentary promotional events. For those seeking unparalleled prestige, the Elite Club unlocks exclusive tiers — Gold, Platinum, and Diamond — delivering premium benefits, personalized services, and privileged networking opportunities to match your ambition.

introduction

MCU Memberships

MCU Institute is a premier membership community dedicated to shaping future business leaders. Members can gain access to world-class financial planning systems, an innovation-driven environment rooted in international metropolitan culture and exclusive networking opportunities with top fund managers and industry experts. MCU Institute would organize networking events regularly so our members could gather and expand their social network and discover new business opportunities.

Besides gaining exclusive access and discounts for MCU courses and CPD trainings, our members could also participate in global financial planning conferences and earn credentials such as the prestigious RFC certification while fulfilling continuing education requirements for CFP® or Investments & Wealth Institute certifications.

member-log-membership-username-password-concept_53876-133672

Membership Policy

The Association upholds very high standards of professional membership.
All individuals and corporations who are interested in or practicing with fee-based charging structure are eligible to the membership. However, the membership is granted only upon the receipt of an official application (except Honorary and Fellow) and the membership grade is approved by the Fee Based Association with reference to applicant’s educational qualifications and professional experience. All membership applications are subject to scrutiny by the Association.

Status of Membership is determined by the following factors : education background, years of professional service experience, area of business and the qualification of the High Net Worth Member. Also,it recognizes and registers qualified corporations and individuals who are in the field of: Accounting, Insurance, Banking, Stock, Investment, Financial planning and consulting.

Membership Benefits

Up to date news and trends

Getting the informative news and trends of fee-based charging structure and about the industry through the Association’s newsletter, e-mail, the Association’s Year Book and training courses and seminars organized by the Association.

Learning Opportunity

Seeking advises from financial experts during the seminars, events, training and educational programs offered by the Association. Besides, you can benefit from idea sharing and learning from other professionals through our regular activities, e.g. gatherings, seminars. Also, you have the opportunity to get the RFC certificate.

Professional Recognition

Enjoying the status of being a member of fee-based financial professionals, and through Fee Based Association differentiating you and your company from the crowd of tradition commission-based financial practitioners you may find exceptional attention is drawn.

Extensive Network

Through activities and seminars, you can develop your personal and business network which ultimately becoming your career development asset. Networking opportunities also go beyond Hong Kong as the Association will be affiliated to overseas fee-based associations and accept overseas membership.

Annual Money Concepts Financial Planning Opportunity

You can be invited to the annual Money Concepts Financial Planning Conference, which can get well with the most update the information for the worldwide financial area and meet the high class businessman and experts to explore your social net circle.

Elite Club Memberships

Gold

USD$ 1,000,000

Priority to register the Financial Planning Series Courses
Priority to register the Wealth Management Courses
Attend to training courses related to customer relationship management
Priority to participate in annual conference of trust industry
Priority to participate in annual conference of consulting industry

Join Now

Platinum

USD$ 2,000,000

Everything in the Gold plan, plus

Priority to participate in Financial technology innovation conference
Enjoy the global platform for financial planning
Regular sharing the latest trends for wealth management
Priority to register the courses in MCU Institute Limited.Get RFC certification

Join Now

Diamond

USD$ 1,000,000,000

Everything in the Platinum plan, plus

Opportunity to meet with Top Coach Team
Priority to participate in annual private banking conference
Priority to participate in Money Concepts Financial Planning annual conference

Join Now