Mission - Money Management Institute
ADVANCING THE FUTURE OFINVESTMENT ADVICE AND SOLUTIONSLeadership Pathway is a program designed to recognize and nurture thenext generation of investment advice and solutions industry leaders througha structured curriculum of learning activities and networking opportunities.Prospective participants with 5–10 years of industry experience arenominated by their firms to participate in the two-year program.Missionn Develop a diverse set of future leaders for the investment adviceand solutions industryn Provide rising stars with leadership skills that will prepare themfor increasing levels of responsibility within their firmsn Complement member firms’ recognition and developmentprograms for their up-and-coming leadersn Foster collaboration and thought leadership amongnext-generation leaders to help address industry issuesCONNECTKNOWGROW
LEADERSHIP PATHWAYINVESTMENT 750One-time program feeMMI conferenceregistration costsTravel expenses associated withattending MMI conferencesRETURN ON INVESTMENT(PROGRAM BENEFITS)PARTICIPANTSPARTICIPANTS’ FIRMSTHE INDUSTRYInternal recognitionIncreased professional andsocial interaction across theof up-and-comers, topcontributors, and leaderswithin the organizationMMI communityDevelop the next generationFirst hand exposure toeducation andthought leadershipoffered through MMIIndustry recognitionfor contributions madethrough the programExposure to a broad rangeAdvance the futureof the investment adviceand solutions industryElevated awarenessof industry leaders and increasethe number of diverse leadersof the firm and brandwithin the MMI communityTangential benefits relatedto skills developmentthrough problem-solvinginitiatives, programparticipation, etc.Foster collaboration andthought leadership toresolve industry issuesof financial services industry firms(646) 868-8500 n www.MMInst.org
LEADERSHIP PATHWAYPROGRAM ACTIVITIESCANDIDATE REQUIREMENTS MMI conferences, forums, andwebinars (registration discountsavailable for participants) Must have at least five years and up toten years of Investment Advisory or WealthManagement experience Special networking sessions atmajor conferences Must have growing responsibility withinhis or her firm and potential for next levelresponsibility or role Community involvement Mentor relationship with a senior-levelindustry professional Must possess leadership qualities and atrack record of service within their firm orcommunity organizations Further education and training throughan online soft skills curriculum, industryresearch, and special projects Must be willing to promote the growthand development of MMI Planning and executing the annualLeadership Pathway Seminar Numerous peer networking opportunities(both virtual and in-person)CONNECT, KNOW & GROW our next generation ofinvestment advisory solutions leadersContact us at pathway@mminst.org or call (646) 868-8500 for more information.ABOUT THE MONEY MANAGEMENT INSTITUTEEstablished in 1997, the Money Management Institute (MMI) is the industry associationrepresenting financial services firms that provide financial advice and investment advisorysolutions to investors. Through conferences, educational resources, and thought leadership,MMI facilitates peer-to-peer connections, fosters industry knowledge and professionalism,and supports the development of the next generation of industry leadership. MMI memberfirms are dedicated to helping individual and institutional investors, at every level of assets,plan for and fulfill their financial goals.(646) 868-8500 n www.MMInst.org
2021 ApplicationPlease submit all required materials to pathway@mminst.org by5:00 PM ET on June 21, 2021.Along with this completed application, you are required to submit: At least one recommendation from a primary MMI contact atyour firm, a mentor, or manager Resume HeadshotName:Please note that if you are selected to participate in the program, yourname, role, and headshot may appear on MMI’s website and/or otherprogram material.Firm:Role (title, responsibilities):Designations:Do you have directP&L responsibility?:Number of direct reportsthat you manage:Years of experience in the investmentadvisory solutions industry:Please list any advancements or promotions that you have received at your current firm.Do you participate in any forms of community service, fundraising, or mentorship programs? If so, please explain.Are you involved with other industry associations or organizations? If so, please list.Please provide a brief statement describing your leadership qualities and include specific examples of your leadership within your firm.Please list any other intangible qualities or skills that describe you.Complete this digital form and submit itWhere do you see yourself professionally in five years?electronically to pathway@mminst.org.Please provide a brief statement about why you should be selected for this program.If you are accepted to participate in this program, what attributes would you prefer your mentor to have (e.g., role, type of firm, location, etc.)?Business address:Business phone number:Business email address:Residential address:Cell phone (business or personal):(646) 868-8500 n www.MMInst.org
2021 ApplicantCommitmentIf selected to participate in the Leadership Pathway program, I will:YEAR ONE attend the program orientation attend the Leadership Pathway Seminar complete professional development curriculum participate on at least 9 “Monthly Insight Calls” or watch the replays connect with mentor at least once per quarter, and attend two or more MMI events (e.g., conferences, complimentary webinars, etc.)YEAR TWO serve on the Leadership Pathway Seminar planning committeeAND/OR the program admissions council attend the Leadership Pathway Seminar join at least one MMI community participate on at least 9 “Monthly Insight Calls” or watch the replays connect with mentor at least once per quarter attend two or more MMI events (e.g., conferences, complimentary webinars, etc.)(646) 868-8500 n www.MMInst.org
Resume Headshot Please submit all required materials to pathway@mminst.org by 5:00 PM ET on June 21, 2021. Please note that if you are selected to participate in the program, your name, role, and headshot may appear on MMI’s website and/or other program material. (646) 868-8500
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money. The Young Money Media group includes YOUNG MONEY magazine, youngmoney.com and YOUNG MONEY Live campus events. Subscriptions YOuNG MONeY Magazine 10950 Gilroy rd. Suite D Hunt Valley, MD 21031 888-788-4335, ext. 7 subscriptions@youngmoney.com YOUNG MONEY Magazine (iSSN-1098-8300) YOUNG MONEY is designed to provide
and deployment of funds. Money market is the instrument which have less than one year as a maturity period. The most active part of money market is the overnight call money and term money between the Banks, Financial Institutions, as well as Call Money market transaction. Call money or Repo are the two short term money market products.
-PART ONE: FAKE MONEY - In 1971, President Richard Nixon took the U.S. dollar off the gold standard. In 1971, the U.S. dollar became fiat money government money. Rich dad called government money fake money. He also said: Fake money makes the rich richer. Unfortunately Fake money also makes the poor and middle class poorer.
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The ability to manage money has to be learned, developed, and practiced on a daily basis. There are eight steps to successful money management: 1. Get organized. 2. Decide what you want to do with your money. 3. Look at all available resources. 4. Decide how much money you are worth. 5. Find out how much money you make. 6. Find out how much .
2.3 Gresham’s Law 2.4 Money and near money 2.5 Role of money in Capitalist, Socialist and mixed Economy 3. Money Supply and Banks (14) 3.1 Narrow and broad definition of money 3.2 Alternative measures of money supply in India and their components 3.3 Concept of High Powered Money 3.4 Definition of Bank – Functions of bank 3.5 Multiple credit creation by bank and limitations to it. 4 .
9. There are many sayings about money. Which one best reflects your family’s attitude about money while you were growing up? Check one and explain why. m Money doesn’t grow on trees. m It’s only money. m A penny saved is a penny earned. m Money is burning a hole in your pocket. m Money can’t buy hap
