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Continuous Learning Center

The Industry's leading source for education and insights promoting career advancement at any level.

PROFESSIONAL DEVELOPMENT PROGRAM

Executive IQ® by Money Management Institute

Executive IQ® is an executive-level professional accelerator for senior investment leaders (with a minimum of 10-15 years of experience) looking to advance their careers and their organizations. This 12-month certification program combines a university-backed curriculum with real-world case studies from the industry’s most prestigious consultants and Fortune 500 companies. Hear from recent program graduate Susanne Russotto of AllianceBernstein about why her firm will be enrolling more participants in the next class.

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PROFESSIONAL DEVELOPMENT PROGRAM

Leadership Pathway by Money Management Institute

Leadership Pathway is a distinguished community and professional development program for emerging investment leaders (with 5–10 years of experience). This 2-year program promotes networking, collaboration, education, mentorship, and leadership. Hear from Julie program participant Julie Winkler of Edward Jones about her experience in the program.

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PROFESSIONAL DEVELOPMENT PROGRAM

Academy by Money Management Institute

Academy is a career development program for early investment professionals (with less than 5 years of experience). This 3-week program offers exposure to the latest management and leadership theory and applications as well as the varied roles, functions, and institutions of the financial services ecosystem. Learn more about this program and enroll your associates today.

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CE

College and Student Loan Planning Essentials

Due to the rising costs of higher education and all-time high student loan debt levels, individuals and families are relying more than ever on…

Investments & Wealth Institute

CE

Global Financial Planning Essentials

Due to ongoing uncertainty in various political, regulatory, and economic environments, affluent individuals and families across the world are…

Investments & Wealth Institute

CE

Investment Management Essentials

Created by expert practitioners, this 15-hour self-paced course puts you in the shoes of an investment management professional working with…

Investments & Wealth Institute

CE

Private Wealth Essentials

Private Wealth Essentials is an introduction to working with private wealth clients. This 15-hour course focuses on the specific needs of high-net-…

Investments & Wealth Institute

CE

Digital Assets Microcredential

The Digital Assets Microcredential is a 5-hour program that provides wealth management industry professionals with foundational education on digital…

CAIA

CE

Private Debt Microcredential

The Private Debt Microcredential is a 5-hour program that provides wealth management industry professionals with foundational education on private…

CAIA
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Executive IQ Wins SIXTH Award of Excellence
MMI's executive-level professional accelerator has won six awards in the past two years, the lastest being a Gold award for excellence in the Best Advance in Learning Management Technology for External Training category from the Brandon Hall Group.
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CE

Advanced Certificate in Blockchain and Digital Assets: Financial Advisor Track

Choose this track if you’re directly serving clients. This 18 CE online course teaches you about both crypto technology and how to integrate crypto…

DACFP
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CE

Advanced Certificate in Blockchain and Digital Assets: Financial Professional Track

If you’re in the financial services industry but not client-facing, this track is for you. This 18 CE online course will help you develop new…

DACFP
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CE

Advanced Certificate in Blockchain and Digital Assets: Crypto Professional Track

If you’ve recently joined a crypto company, this 18 CE track will get you trained quickly so you can become productive faster! And if you want to be…

DACFP

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