Featured Content

2021 Women in Distribution Symposium

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

MMI Partners

Investcloud

2022 Titanium Partner

BNY Mellon

2022 Platinium Partner

Envestnet

2022 Platinium Partner

Refinitiv

2022 Platinium Partner

Archer

2022 Cobalt Partner

Broadridge

2022 Cobalt Partner

Charles River

2022 Cobalt Partner

SmartX Advisory

2022 Cobalt Partner

Vestmark

2022 Cobalt Partner