Managed Advisory
Solutions Workshop
MetLife Offices
1095 Avenue of the Americas
New York, NY
Thursday, May 9th, 2013
Register Today
MMI launched The Managed Advisory Solutions Institute for Education to help member firms cost effectively train personnel and leverage experience from industry experts. MMI has delivered many successful Managed Advisory Solutions workshops and is pleased to announce the next workshop will be held on Thursday, May 9th, 2013 in New York.
The MMI has teamed with Maureen Wilke of Wilke and Associates, an industry education and training firm, to deliver this workshop (www.connectedadvisor.com). This is a one-day workshop designed to educate new hires or employees new to managed solutions including sales teams, operations staff, product and marketing personnel and customer service representatives from investment managers, sponsor firms and service providers.
The workshop provides 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.
As a follow up to the workshop, participants will be sent session highlights, which include the key ideas to reinforce the important learning points.
IMCA accepts 3 CE hours(toward CIMA®/CIMC®/CPWA® certifications) for the May 9th, MMI 2013 Managed Solutions Workshop. The course ID for this program is: 13MMI004. Certificants who attend the program are individually responsible for completing and submitting the CE form, http://www.imca.org/main/do/ReportCIMACE, in order to receive CE credit.
