MMI launched The Managed Investment Solutions Institute for Education to help member firms cost effectively train personnel and leverage experience from industry experts. We delivered two successful Managed Investment Solutions workshops this year and have scheduled the next workshop for September 23rd in San Francisco at the Schwab training center.
Click her for the agenda and registration form (online HERE) . This program will save time and money and offers a well-rounded industry overview in a facilitator-led format that will include background information, platforms, terminology, business processes, industry data/statistics and advisor best practices.

If you have any questions about the program please call Arlen Oransky at (212) 309-6451 or aoransky@mminst.org.