Welcome to the MMI Continuous Learning Center
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.
Make a Connection and Learn More
For more information on customizing a training solution and scheduling a demonstration, please email learning@mminst.org or call (646) 868-8500. A representative will be happy to assist.
To learn more about additional MMI educational resources being offered, including conferences, seminars and webinars please visit us at www.MMInst.org.
Popular Programs
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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 |
$175.00 | More Info | |
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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 |
$625.00 | More Info | |
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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 |
$595.00 | More Info | |
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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 |
$395.00 | More Info |
