美國萬利理財(香港)有限公司
Money Concepts (Hong Kong) Limited 

University 大學

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美國萬利理財大

 

配合市場變動 培訓對應人才 傳承獨特的萬利理財智慧


專業技巧,自我增值,成就人

www.mcuniversityasia.com



萬利大學是美國萬利理財附屬的培訓機構


美國萬利理財大學(MCU)是美國萬利理財特設的培訓及教育機構,通過完善的持續教育和培訓系統模式,不斷加強及提升理財策劃及財富管理的專業水平


美國萬利理財大學以提供實用理論作為教學重點,堅持理論與實際應用互相配合


辦學理念


· 持續培訓:專注提升理財策劃及財富管理的知識及技

· 學以致用:注重在金融市場實踐理論及策

· 與時俱進:為應對現實中多變的金融市場,課程會根據時代的變化、市場的發展動向及全球金融業的趨勢而作出相應修


專業認可


· 累積逾33年的理財教育和專業培訓經

· 結合傳統理念及現代智

· 實用的理財技

· 迅速應對全球金融市場變

· 課程內容與現今之金融產品互相呼

 


國際認證財務顧問師協會(IARFC)


專業技巧,自我增值,成就人

 

美國萬利理財大學獲國際認證財務顧問師協會認證,學員修畢本課程後,如符合資格,可獲得認證財務顧問師(RFC)資格

 


專業理財策劃課程  


本課程的主要對象為對理財策劃有興趣、有志成為理財顧問的人士,致力於培養及增強學員的專業理財策劃能力及相關溝通技巧,成為合格的理財顧問


當您加入美國萬利時,您即時成為國際性專才機構的一份子,立志助您達成您的專業之路。導師們引導您學習及助您規劃成功之路。而我們的持續進修要求,擴展您的潛能、拓展發展機會、加快您的事業發展,這些是其他課程未必給您的優勢。參與美國萬利的會議、培訓課程及研討會,將令您與志同道合的專業人士互相激勵


本課程分為專業理財策劃證書專業理財策劃文憑




CEO 財富管理課程  


本課程的主要對像是高資產淨值人士,致力於提高學員對金融資訊、金融產品和服務的認知,清晰定位自己、家族及企業的投資風險承受能力和理財目標,從而制定適合自己、家族及企業的專屬財富管理策略


修畢本課程後,學員可以自行作理財策劃、規劃保障、評估風險及制定投資策略及管理


本課程分為 CEO 財富管理證書 CEO 財富管理文憑




家族辦公室財務管理課程 


本課程的主要對象為高資產淨值家族成員-擁有超過1.5億可投資資產之人士及其家庭成員,致力於培養學員管理家庭財富的技巧,以成功達至長遠的財富目標。學員將於課程中學到財富保存、增長及承傳的重點策略,了解富裕家庭於理財中的心理和常犯錯誤,從而找出適合自己家庭及企業凡的管理方法

 



家族辦公室管理顧問課程 

 

本課程的主要對象是對家族辦公室有興趣、有意成為家族財富管理顧問的人士,致力於培訓學員在保存家族資產及管理家族辦公室的專業,增強其財務管理能力,建立投資決策技巧,成為合格的家族財富顧問

 


Money Concepts University

 Expand trainees ‘capabilities and broaden their opportunities


Manpower training in line with the market changes. Impart the Money Concepts wisdom to you.

 

Money Concepts University is an associate training and educational institution. Money Concepts University purpose is to advance your knowledge and expertise in financial planning and wealth management through well-developed and continuous education system. 

 



Money Concepts University is subsidiary training institutions of Money Concepts Incorporation.


Money Concepts University emphasizes the practical knowledge in training, enhances complementation of theory and practice, and focuses on realization of ideas.



Educational philosophy

 

· Continuous Training: Focus on upgrading wealth management and financial planning knowledge and skills

· Implementation of learning: Emphasize the application of knowledge and strategy in the financial market

· On-going improvement: In order to adapt to financial market with uncertainty, all training will be modified regularly with changes in global financial situation and direction



Professional recognition


· More than 30 years of experience in education and professional training

· Combination of traditional concepts and modem intelligence

· Practical financial planning skills

· Prompt response to global financial market

· Courses are corresponding to current financial products


  


IARFC Recognition 

International Association of Registered Financial Consultants (IARFC)


Money Concepts University is recognized by IARFC.  If eligible, graduates of our courses can be applied for Registered Financial Associate (RFA) qualification.




Professional Financial Planning Program 


  

The Professional Financial Planning Program is for people with keen interest in becoming a professional financial planner. The focus will be aiming to improve individuals’ financial planning techniques, management and professional financial knowledge.


When you join Money Concepts, you become a member of an international organization of professionals dedicated to helping you reach your professional goals. Mentors guide your learning process and help you shape your success path. Our ongoing learning expands your capabilities and broadens your opportunities, helping you grow your business faster than you would otherwise. You will be energized by the Money Concepts meetings, training sessions and congresses with like-minded professionals.


Two courses are offered under this program: Professional Financial Planning Certificate and Professional Financial Planning Diploma.




CEO Wealth Management Program 
 

The Wealth Management Program has been designed for high net worth individuals using an active learning system. Classes are designed to enhance students' financial knowledge and understanding risk involving investments. Also the understanding of “how to create a complete financial plan to reach my goals, be truly financially autonomous ".


By the end of the program, graduates will be able to perform their own financial planning and protection plan, evaluation of risks and investment strategies and management.


Two courses are offered under this program: CEO Wealth Management Certificate and CEO Wealth Management Diploma.




Family Office Wealth Management Program 
 

The Family Office Wealth Management Program is designed for members of high net worth families (i.e. members of families with total investable asset of HKD150 million). The course focuses on enhancing students' skills on managing family wealth in order to meet their long-term financial goals. The curriculum of the course covers the keys to wealth preservation, growth, and succession. Students will also understand the psychology and background of money within the family and the strategies for avoiding common mistakes that families make. Therefore, the students will be able to find out the best practice in the management of family wealth and business.



Professional Family Office Consultant Program 
 

The Professional Family Office Consultant Program is designed for wealth managers and individuals with interest in working as a family office management consultant. The course focuses on developing students’ profession in managing family office and preserving family wealth. It aims at enhancing students' ability in financial management, making investment decision, and it develops students into excellent family office consultants.