Wherever you are on your career journey, you can find the right course to help forge the career path that best suits your (and your teams) goals.
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The Money Management Institute (MMI) continues to advance the future of investment advisory solutions and is committed to promoting a culture of professional development and continuous learning.
To learn more about additional MMI educational resources being offered, including conferences, seminars and webinars please visit us at www.MMInst.org.
Tackle 2021 head on. Invest in yourself by spending 6.5 hours with an extraordinary group of women who are defining their own vision of success, overcoming obstacles, and pushing boundaries.
6 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®
6 Hours & Ten Minutes
This eight-course series provides 3.4 hours of content covering the evolution of the advisory business, current trends, and general principles of asset allocation, due diligence, performance reporting, and fiduciary requirements.
Eligible for CE credits towards: CIMA®, CPWA®, CIMC®, RMA®, Fi360 AIF®, AIFA®, PPC® and CFP®
Member Price: $499
The MMI/Morningstar Sustainable Investing Curriculum provides an introduction to the fundamentals, principles, and practices of sustainable and environmental, social, and governance (ESG) investing.
Eligible for CE credits towards: CIMA®, CPWA®, CIMC®, RMA®, Fi360 AIF®, AIFA®, PPC® and CFP® designations
Member Price: $475
The Money Management Institute Wholesaler Training Curriculum provides external and internal wholesalers with practical insights, best practices, and field-tested strategies from a who’s who of industry distribution leaders and sales experts.
Eligible for CE credits towards: CIMA®, CPWA®, CIMC®, RMA®, Fi360 AIF®, AIFA® and PPC® designations
Member Price: $325