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

Fundamentals of Investment Advisory Solutions

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
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MMI Alternative Investments Forum

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

$295.00
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MMI/Morningstar Sustainable Investing Curriculum

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
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Wholesaler Training Curriculum 1.0

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
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Professional Skills Development Series

Communication and Selling Skills
Leadership and Coaching Skills
Self Awareness & Critical Thinking Skills
Project Management Skills