Education & Professional Development

Education and professional development is at the heart of MMI.


New Continuous Learning Center
Through our webinars, conferences and the courses offered through the Continuous Learning Center (CLC), we’ve been providing both foundational and specialized curriculums tailored for the investment management industry, created by MMI and in partnership with industry and learning leaders.

  • Single sign on, mobile-friendly virtual platform with interactive, at-your-own-pace learning.
  • Popular programs, such as sustainable investing and wealth management essentials, and wholesaler training.
  • Professional skills development in communication, leadership, project management, and more.
  • CE credits — Investments & Wealth Institute® CIMA®, CPWA®, CIMC®, and RMA®; Fi360 AIF®, AIFA®, and PPC®; and CFP® designations — and digital badges to showcase your accomplishments.
  • On-demand webinars from MMI members and partners.
  • A 20% discount on all courses for MMI member firms.

Professional Development Progams

Career Ready at Every Stage

MMI’s Professional Development Program all follow a fundamental principle: The most effective learning takes place when new knowledge is used in practical applications. Each program offers a blend of level-appropriate curriculums and hands-on learning.