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.
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
This year, MMI's popular Alternative Investments Forum is going virtual. That means you can enjoy our powerful lineup of topics and speakers from the comfort of your own home or office.
3 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®
3 Hours & Fifteen Minutes
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