About the Continuous Learning Center

The MMI Continuous Learning Center offers a structured, comprehensive education platform for all career stages of the investment professional. Through collaboration with MMI member firms and expert third-party educational organizations, the Continuous Learning Center provides online introductory, intermediate and specialized courses. Courses are continuously updated to keep in step with industry trends and regulatory developments.

Fundamentals of Investment Advisory Solutions
This curriculum delivers a 360-degree perspective of the rapidly-evolving investment advisory space. The 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 for the I&WI CIMA® and CPWA®, Fi360 AIF®, AIFA® and PPC®, and CFP® designations.

Sustainable Investing Curriculum
This eight-course, 3.4-hour curriculum provides an introduction to the fundamentals, principles, and practices of sustainable and ESG investing for financial advisors and industry professionals who want to apply sustainable investing concepts. Eligible for CE credits for the I&WI CIMA® and CPWA®, Fi360 AIF®, AIFA® and PPC®, and CFP® designations.

Wholesaler Training Curriculum
The Curriculum provides external and internal wholesalers with practical insights, best practices, and field-tested strategies from a who’s who of industry distribution leaders and sales experts. Presented in collaboration with Wilke & Associates, the 29 modules comprise seven hours of core content and three hours of advanced content focused on high-impact advisor engagement and effective client conversations. Eligible for CE credits for the I&WI CIMA® and CPWA® and Fi360 AIF®, AIFA® and PPC® designations.

Wealth Management Essentials
This curriculum should be a prerequisite for anyone interested in pursuing a career in wealth management. There are 30 courses focused in five key areas: Introduction to Financial Markets, Investment Products Landscape, Investment Management Principles, Client Management, and Elements of Corporate Finance.

Education Marketplace
To address other critical knowledge gaps in the rapidly changing financial services industry, MMI has partnered with a number of industry-leading organizations to offer their well-regarded training curriculums through the Continuous Learning Center. This Education Marketplace includes offerings from CAIA Association, CFA Institute, Investments & Wealth Institute, PRI Academy and US SIF Foundation. 

To schedule a demonstration or for more information on customizing a training solution, please email learning@mminst.org or call (646) 868-8500.