Education & Professional Development

MMI is committed to providing best-of-breed educational curriculums to promote continuous learning and professionalism, offering streamlined access to both foundational and specialized training curriculums.

MMI Continuous Learning Center (CLC)
The CLC is a robust learning management system powered by Kaplan SmartPros. The CLC provides simple, one-stop access to the educational suite, which includes foundational, intermediate and advanced level curriculums on different topics and geared to different audiences. In addition to "home-grown" courses developed by MMI and its members, you'll find curriculums from such leading organizations as CAIA, CFA Institute, Investments & Wealth Institute, PRI Academy, and US SIF - with many offered at a discount to MMI members.
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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 - 3.5 hours for Investments & Wealth Institute® CIMA®, CPWA®, CIMC®, and RMA®; 2 hours for Fi360 AIF®, AIFA®, and PPC®; and 4 hours for CFP® designations.
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MMI/Morningstar 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 - 3.5 hours for Investments & Wealth Institute® CIMA®, CPWA®, CIMC®, and RMA®; 2.0 hours for Fi360 AIF®, AIFA®, and PPC®; and 4.0 hours for CFP® designations.
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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 - Series 1.0: 7 hours for Investments & Wealth Institute® CIMA®, CPWA®, CIMC®, and RMA®; Fi360 AIF®, AIFA®, and PPC® Series 2.0: 3 hours for Investments & Wealth Institute® CIMA®, CPWA®, CIMC®, and RMA®; Fi360 AIF®, AIFA®, and PPC®.
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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. Eligible for CE credits on an individual course basis from Investments & Wealth Institute® for CIMA®, CPWA®, CIMC®, and RMA® designations.
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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. 
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Showcase Your Knowledge and Skills with Digital Badging
Communicating your investment in continuous learning can be challenging. This is why we have established a program to help you quickly and easily share verification of your achievement whenever and wherever you choose.

We partnered with Acclaim to provide you with a digital version of your MMI Certificates. Backed by Pearson, the world’s leading learning company, Acclaim is a badging platform that provides a fast and easy way to let your professional network know about your achievements.