MML Investors Services:
Distance Learning
Training and Resource Center
MMLIS DISTANCE LEARNING OVERVIEW & REQUIRED TRAINING
MMLIS Distance Learning is your online training site and informational resource for MML Investors Services (MMLIS) products, programs, business processes, and regulatory training. Learning is generally delivered in two formats – online, self-paced courses or eLearnings and reference sheets.
Some of the courses are required before you may sell a product or program so that you have the information needed to present certain solutions to suitable clients; other courses are recommended for additional context.
The reference sheets or guides are provided as handy references for understanding the specifics of both MMLIS products and programs, as well as how to process business and avoid NIGOs.
ADVISOR ACCESS
Registered representatives (Series 6 or Series 7) systematically gain access to MMLIS Distance Learning when their contracts and licenses are approved by MMLIS Registration.
Non-registered fingerprinted (NRF) associates will also gain access to MMLIS Distance Learning when MMLIS Registration approves their NRF paperwork.
If you are a registered representative or a NRF and cannot access MMLIS Distance Learning, please email BDtraining@massmutual.com with your name, AA or AE number and a copy of any error message you are receiving.
Associates who are non-registered career agents or agent emeritus have access to Agent Compliance College. Please refer to the Navigating Agent Compliance College PDF for more information.
COURSE CATALOG
Explore the required and recommended e-learning modules to offer clients products and programs and understand related technology platforms.
REPLAY OF MMLIS DISTANCE LEARNING TRAINING WEBINAR WITH WOJO GROCHOWSKI
How to Use MMLIS Distance Learning
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Knowledge Center
Resources that contain best practices for submitting new business and servicing accounts. Knowledge Center categories & resources include:
Opening Accounts
Open a brokerage, Wealth Management Services (WMS) advisory, or directly-held account
Servicing Accounts
Process transactions for an existing brokerage, Wealth Management Services (WMS) advisory, or directly-held account
Wealth Manangement Services Platform
Learn about programs, proposals, reporting, and more
Client Portals
Explore available tools in Investor360°, MMLIS WMS Client Portal and Wealthscape Investor
Technology Platforms and System Access
View how to access and navigate common MML Investors Services platforms
CRN202503-2636000.