All Programs

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 Wealth Management Essentials curriculum provides a well-rounded introduction to the financial services and investment management industry and is an ideal primer for those new to or interested in pursuing a career in wealth management.

Eligible for CE credits towards: CIMA®, CPWA®, CIMC®, Fi360 AIF®, AIFA®, PPC®, CFP® and RMA® designations

Member Price:$425

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

The 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. This 2.0 Series focuses on research & strategies for high-impact advisor engagement & effective client conversations.

Eligible for CE credits towards: CIMA®, CPWA®, CIMC®, RMA®, Fi360 AIF®, AIFA® and PPC®

Member Price: $235

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

Understanding how your communication style impacts others positions you well to build and nourish relationships. Learn how you can utilize different methods of communication, interpret and appreciate how others communicate, and adjust as warranted to enhance your effectiveness.

Conflict is unavoidable. How you deal with it can vary the outcome greatly. Productive discourse through a conflict can raise awareness of others’ perspectives and lead to innovative solutions. Not managed, conflict can damage relationships and hurt your business. This Conflict Resolution course presents a methodical process you can employ to resolve minor and major disagreements and conflicts.

Everyone’s time is precious. With so many webinars available, it’s critical to ensure yours are valuable. This module will help you make sure any webinars you promote, host or facilitate are great.

Learn how to engage tools and people to solve challenges. This workshop will arm you with skills including how to gather information, identify resources, brainstorm and analyze relevant data.

Leading through a crisis requires a calm head. The strongest leaders will maintain their long-term vision and instill confidence throughout times of crisis and uncertainty.

Constantly faced with decision-making, leaders are well-served to employ a disciplined approach based on critical thinking skills. Learn how to gather and assess information, identify what’s irrelevant--and can be ignored--and avoid bias.

An optimal work environment is more than the office where you’ll be. It’s having people who want to work as a team, who boast positive values and want to help each other succeed. This module addresses team building, communication and trust - all key to you creating and leading a compelling work environment.

Open your mind to possibilities - think creatively, learn to mind map, brainstorm and look for inspiration within yourself and others.

One of a leader’s most important responsibilities is to develop other leaders. Learn ways to identify talent, nurture growth, drive engagement and master succession planning.

Motivation is not one-size fits all. To be effective, a leader must have the skills to intuit what motivates others. You’ll learn several motivational models and how to adjust your delivery for maximum impact.

Today’s workplace is comprised of employees spanning multiple generations. Learn how to make this a competitive advantage. Foster an environment that fosters mutual respect and perspective-sharing across the generations.

Calling them “soft skills” is a misnomer; people skills are mighty. This foundational workshop delves into the powerful impact people skills have in building and nurturing relationships.

Learn how to identify, hone and utilize these skills yourself and recognize and complement them in others.

2020 made remote working the new normal for many. Learn how to make this work for your team. Avoid challenges, capitalize on possibilities.

What makes certain teams work well while others falter? High-performing teams don’t just happen - they take a lot of planning, trust-building, communication and agility.