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Welcome to MMI

Advancing the Future of Investment Advice and Solutions


Professional Development

MMI’s innovative Professional Development Programs are driving industry preparedness by combining effective learning with real-world applications. Our ‘career ready at every stage’ approach provides level-appropriate curricula from emerging talent to senior leadership.

Craig Pfeiffer

Money Management Institute

Discusses what the future holds at MMI including conferences and events, communities, professional development, thought leadership, industry advocacy, and engagement.

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Eric Koestner

Eric Koestner

Edwards Jones

Discusses how corporate leaders are leveraging these programs and the impact these programs have had on their firm’s participants.

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testimonial abstract square

Being a part of MMI has provided the single most impactful opportunity to grow and learn outside of my firm. I have built connections and an amazing network of people in our industry that have helped me develop both professionally and personally. MMI's commitment to continuing education is unmatched in the benefit it brings to our communities of like-minded professionals.

Head Practice Management, Private Wealth

Clara Vimeo

Clara Sierra


Discusses the mission of the MMI Social Justice Advisory Council and the importance in having diversity of thought.

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MMI Partners

Access Member Benefits

MMI membership is at the corporate level and if your firm is a member, you are eligible to access MMI's exclusive member-only events, publications and more.

Check if your firm is a member.


If your firm is listed, click the register button to create your account. Don't see your firm's name listed? Click here to learn more about MMI's Member Benefits.