Initiatives

To fulfill its mission to help members and the industry to GROW, MMI seeks to take a leadership role by identifying and resolving emerging industry issues. MMI undertakes a wide variety of initiatives that promote continuing education, industry standardization and/or improved operational efficiencies.


Managed Solutions ELearning

The MMI Managed Solutions eLearning Initiative is an online learning platform that provides broad-based training on managed solutions to the employees of MMI member firms. The program allows MMI members to deliver advanced education on all facets of the managed accounts business to employees in a highly scalable, cost-effective manner.


MMI Wholesaler Training Center

The MMI Wholesaler Training Center is an online educational platform that provides member firms with a highly-cost-effective training and coaching tool to help wholesalers gain a competitive edge and become more successful.   


Gateway to Leadership

The Gateway to Leadership (GTL) program seeks to enhance workplace diversity in the financial services industry by providing internships and career opportunities for students from historically black colleges and universities (HBCUs) with MMI member firms. GTL, a 501(c)(3) charity, is administered by  the UNCF (United Negro College Fund) and sponsored by MMI. 


Leadership Pathway

The MMI Leadership Pathway is a program designed to recognize and nurture the next generation of investment advisory solutions leaders through a structured curriculum of learning activities and networking opportunities. Prospective participants are nominated by their firms and 25 individuals are selected each year to participate in the two-year program.