Empowering Financial Advisors through awareness, education and engagement

The MMI/Morningstar Sustainable Investing Initiative is a suite of educational resources as well as workshops, forums and thought leadership. Our goal is to provide the knowledge and practical applications to confidently engage clients on sustainable investing.



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The initiative continues to grow so please visit this page often for updates and insights in this ever-changing space.
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Meeting your needs in today's fast-paced environment

  • Awareness

    Stay current with Insights and Information from across the industry and subject matter experts.

  • Education

    Gain new skills and confidence when practical application is joined with theory and research.

  • Engagement

    Start the conversation …with clients, others in the investing community and academia and advance the profession.

Continuous Learning Center

The Money Management Institute (MMI), is committed to promoting a culture of professional development and continuous learning.

MMI and Morningstar, in partnership with our sponsors and an academic advisory board, are developing curriculum specifically designed for the Financial Advisor. More information on course availability is forthcoming late 4th quarter.

Through collaboration with The Forum for Sustainable and Responsible Investment (US SIF) and PRI Academy, we are pleased to make available their courses covering the sustainable investing spectrum. Please access the Continuous Learning Center for more information.

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Lead Sponsors