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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

Real Estate Microcredential

Real estate can play multiple roles in a portfolio, like generating income, growth, inflation protection, and capital preservation. However, real…

CAIA
CLC_Featured_Image_IWI_RMA

CE

Retirement Management Advisor® (RMA®)

The RMA® designation goes beyond the simple accumulation focus of other retirement planning certifications. The program’s multidisciplinary approach:…

Investments & Wealth Institute
CLC_Featured_Image_IWI_CPWA

CE

Certified Private Wealth Advisor® (CPWA®)

The curriculum delivers specialized, advanced knowledge that combines:A holistic, multidisciplinary approach to the interconnected challenges and…

Investments & Wealth Institute
Professional studying

Certified Investment Management Analyst® (CIMA®)

The CIMA® designation provides advisors, consultants and analysts with the tools to go beyond investment fundamentals. The program:Integrates…

Investments & Wealth Institute

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
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Executive IQ Wins 10th Award of Excellence
MMI's executive-level professional accelerator has won 10 awards in the past three years, the lastest being 3 gold awards and 1 silver award in leadership and professional development from the Brandon Hall Group™.
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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
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