A suite of educational resources for engaging clients on sustainable investing
Registration is open for the MMI/Sorenson Impact Investing Advisor Forum
The Money Management Institute (MMI) has teamed up with one of the leading impact investing centers in the world, the Sorenson Impact Center at the University of Utah’s David Eccles School of Business, to help financial advisors understand this burgeoning space and prepare them to have informed discussions with clients and prospects.
Join us for a one-day workshop with professionals from the Sorenson Center. Far from ivory-tower academics, the professionals at the Sorenson Center are steeped in the real-world of impact investment. They run an impact investing fund and have extensive investing experience constructing innovative social finance instruments. Ready to make an impact with your advisory practice? We hope you can join us at this unique event.
Questions? Please contact MMI at (646) 868-8500 or events@mminst.org.
We are pleased to offer a special discount rate to our Harvest readers of 25% off the retail rate of $399. Attendees will not only benefit from a great line-up of speakers and engaging dialogue, they will also receive CE credits. Use code HVST25 at registration .
We hope your schedule allows you – or a member of your team – to attend. Learn more about the event on MMI’s website and register here today.
CFP® professionals will be awarded an estimated 7 hours of CE credit, and Investments & Wealth Institute® will accept an estimated 7 hours of CE credit for the Impact Investing Advisor Forum towards the CIMA®, CPWA®, CIMC®, and RMA℠ certifications.