Partner Organizations

The Psychology Behind
Every Portfolio.

MRI helps advisors understand the psychology behind every financial decision — and the Money & Risk Institute brings that same research to CE and education programs for your members.

If your organization qualifies, your members get in at a preferred rate.

MRI Core
Full Psychology Profile
Comfort with Risk™
Risk Tolerance Tool
MRI Genesis
Prospect Conversion
MRI Secure
Retirement Psychology
MRI Institute
CE & Education Programs

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