Qualifications

INTERNATIONAL FINANCIAL PROFESSIONAL QUALIFICATION

The Financial Industry Regulatory Authority (FINRA)
www.finra.org

Money Concepts Capital Corp. (a wholly owned subsidiary of Money Concepts International Inc) is a Broker Dealer and Member of the FINRA and SIPC.

FINRA is dedicated to protecting investors and safeguarding market integrity in a manner that facilitates vibrant capital markets

Largest independent regulator for all securities firms doing business in the United States, protect America’s investors by making sure the securities industry operates fairly and honestly.

Securities Investor Protection Corporation (SIPC)
www.sipc.org

SIPC provides up to US$500,000 of protection for each Money Concepts Private Wealth account, which opens under Pershing LLC.

SIPC was established in 1970 under the instruction of U.S. Senate to protect investors’ assets For coverage in excess SIPC limits, investor asset are insured up to US$1 billion by a group of insurance companies

GLOBAL RECOGNITION

Since 1988 Money Concepts International Inc provides professional financial planning and wealth management support for banks, endorsed and highly recommended by 3 Banking Associations to provide financial services for their members.

FARM CREDIT
https://farmcredit.com/

Since 1988 Money Concepts International Inc provides professional financial planning and wealth management support for banks, endorsed and highly recommended by 3 Banking Associations to provide financial services for their members. For 30 consecutive years, Money Concepts has provided a wide range of innovative business services to the Farm Credit System and other agricultural, cooperative, financial and government clients. FCC Services, Inc. enhance the ability of their clients to effectively and rapidly response to opportunities and the changing marketplace.

In 1998, they endorsed Money Concepts as their exclusive provider of financial planning and wealth management services to Farm Credit Associations and their customers.

NATIONAL ASSOCIATION OF FEDERALLY-INSURED CREDIT UNIONS
https://www.nafcu.org

NAFCU’s membership consists of nearly 800 of the nation’s most innovative and dynamic federal credit unions (FCUs) having various and diverse membership bases and operations. NAFCU takes pride in representing many smaller credit unions with relatively limited operations, as well as many of the largest and most sophisticated credit unions in the nation. In fact, 81 of the 100 largest FCUs are NAFCU members. NAFCU represents 61 present of the total FCU assets.

Their objective is connecting credit unions to superior solutions from trusted providers. The NAFCU Services Corp. Preferred Partner Seal, is designated to only suppliers who are truly committed to credit unions, and who have undergone a rigorous evaluation process. Money Concepts was awarded this Seal as we provide financial Planning and Wealth Management services to their member credit unions.

AMERICAN BANKERS ASSOCIATION
https://www.aba.com/Products/Endorsed/Pages/default.aspx

Founded in 1875, the American Bankers Association represents banks of all sizes and charters and help voice opinions for the nation’s $13 trillion banking industry and its 2 million employees.

ABA approves products and services that assist banks with their income, efficiency, operation, and competitiveness. Before any program is awarded the exclusive ABA Seal of Approval, they must pass an extensive due diligence review, including analysis by industry experts and testing and validation by bankers in the field.

When a solution bears the ABA Seal, you can rely on that solution to provide top quality performance and reliable results. Money Concepts was awarded this Seal as their provider of Financial Planning and Wealth Management services to their member banks.

PARTNERSHIP RECOGNITION OF THE BANKING INDUSTRY

Since 1988 Money Concepts has been providing professional financial planning and wealth management programs for Banks. We provide a truly holistic Private wealth account that will literally fit the needs of every Customer, namely:

Financial planning
Wealth management
Corporate finance
investment services
Private wealth account
Financial planning training

Why Choose Money Concepts Advisory

Focus on your individual needs and provide you tailored services founded on the commitment to a long term relationship.
Money Concepts was developed to provide a “holistic approach” to wealth management.  Founded in 1979, our systems, procedures and techniques have been refined over the years making us the state-of-the-art in financial services.

MONEY CONCEPTS ASIA HEADQUARTER

Founded in 2000 in Hong Kong to expand Money Concepts’ financial planning networks and philosophy in Asia Pacific Region. Aiming at providing holistic financial planning and wealth management services with high quality and efficiency.

Financial qualifications in Hong Kong:

Securities and Futures Commission of Hong Kong (SFC)