- Type Validation
- Level Intermediate
- Time Weeks
- Cost Paid
Wholesaler Training Curriculum Series 2.0
Issued by
Money Management Institute
Internal and External Wholesalers who have earned the Money Management Institute's Wholesaler Training Curriculum Series II certificate have developed best practices and field-tested strategies taught by who's who of industry distribution leaders and sales experts. Earners have master advanced content focused on high-impact advisor engagement and effective client conversations.
- Type Validation
- Level Intermediate
- Time Weeks
- Cost Paid
Skills
Earning Criteria
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Developed in collaboration with Wilke & Associates, the 9 modules comprise seven hours of core content focused on high-impact advisor engagement and effective client conversations.
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Welcome to MMI Wholesaler Training Curriculum
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Portfolio Construction—The Advisor View
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Active and Passive Management— The Best of Both Worlds
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Understanding the Life of a Business Owner
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Success Tips from Top Women Wholesalers
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Keys to a Winning Advisor Service Model
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Driving Sales Virtually
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Maximize Attending Conferences
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The Power of the Right Words
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Successfully completed the Series 2.0 Wholesaler Training Curriculum for advanced advisor engagement.
Standards
Upon successful completion of the curriculum, students are eligible for Continuing Education (CE) credits towards the following designations: 3 hours for Investments & Wealth Institute® CIMA®, CPWA®, CIMC®, and RMA®; Fi360 AIF®, AIFA®, and PPC®