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

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MMI NetMeeting: Incorporating Annuities in Household Portfolios: Business & Tech/Ops Leaders Discuss Ecosystem & Platform Trends

In turbulent times, investors seek protection, income, and tax savings in their household portfolios. Innovative annuities and advisory models, combined with advanced technology and new age ecosystems, enable advisors to help investors preserve their nest eggs and put themselves in a better position for when things return to the "new normal."

  1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®

50 minutes

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Wealth Management Essentials (Powered by the SS&C Learning Institute)

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

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