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Membership
Money Concepts University Club Membership

Our Membership's three-tiered structure offers tailored pathways for growth: the Wealth Club supports investors and lifelong learners with cutting-edge education to unlock financial mastery; the Talent Club elevates certified professionals through CPD accreditation and industry-recognized credentials, fostering excellence in your career. 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

Money Concepts University Club Membership

Established in 1982, Money Concepts University Club is a premier membership community dedicated to shaping future business leaders through cutting-edge research in global economics and financial management. Members 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. Participate in global financial planning conferences and earn credentials like the prestigious RFC certification, while fulfilling continuing education requirements for CFP® or Investments & Wealth Institute certifications.

Money Concepts University has a top professional coach team, each coach has related professional experience in finance, risk management, and international financial. Their comprehensive educated ability in financial planning services can lead every learner to a better financial management master.

SINCE 1982

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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 dated news and trends
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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
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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.
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Professional Recognition
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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
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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
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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.

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
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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



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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






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