MPI Financial And Insurance Planners Overview

Nearly 600 MPI members work in the financial and insurance sector, which is estimated to support more than 500,000 meetings industry-related jobs in the U.S. This industry segment is a significant part of UK, European and Asian economies. It’s a diverse and dynamic community of Financial and Insurance Planners that MPI is proud to support with peer-to-peer activities and targeted education designed to help them succeed at work and overcome the unique challenges they face.

Members of the Financial and Insurance Planners Community receive all the benefits of MPI membership, plus so much more:

Free educational webinars featuring community-specific education
Access to the MPI Experiential Marketers and Designers online community
Experiential design-focused education at MPI’s World Education Congress (WEC)
Invitations to community meet-ups and other social activities
24/7 access to on-demand community-relevant education

Free access to the Essential Guide to Safety and Security: Best Practices for Meeting and Event Planning





Who is Eligible to Join?

MPI members who plan meetings for financial or insurance companies are eligible to join MPI’s Financial and Insurance Planners community, whether they work for a corporate for-profit, nonprofit or government institution.

Additional Education and Community


Indiana-University CMM

Certificate in Meeting Management (CMM)

Earning your Certificate in Meeting Management shows the world that you are ready to assume a leadership role as a meeting professional. This intensive three-part executive program packs the highlights of a world-class MBA program into a long weekend (3.5 days), followed by eight hours of advanced-level online coursework and a final project focused on solving a real-world business problem.

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Basics Boot Camp: Meeting Fundamentals

This six-hour boot camp is designed for working professionals who have been learning on the job, but who want more formal education. Its two parts cover “Sourcing and Strategy” and “Design and Logistics” and may be taken together or separately, at an in-person event or online.

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Business Value of Meetings

Business Value of Meetings (BVOM) Certificate

Learn the process for measuring the business value of meetings from identifying stakeholders, implementing change management, creating goals, and measuring and reporting on results.

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Crisis Communications: Anticipate and Communicate Certificate

Today, social media is the first place people go for real-time information. It’s more important than ever to be prepared in the event of a crisis. Learn effective communication strategies that will help you design an effective crisis communications plan for your attendees and all stakeholders

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Emergency Preparedness for Meetings & Events Certificate

Take a deep dive into incident management strategies as needed for the prevention, preparedness, response and recovery from all-hazard emergency incidents. This six-hour certificate course was created in partnership with the National Center for Spectator Sports Safety and Security at the University of Southern Mississippi and addresses the techniques needed to prevent and respond to all kinds of event hazards and emergencies. 

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Essential Guide to Safety & Security

According to recent studies, 53% of meeting and event organizers don’t have an event-specific crisis management plan in place. The Essential Guide to Safety and Security provides nearly 400 recommendations for safety and security best practices for meeting and events and may be adapted for meetings large or small.  

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Inclusive Event Design Certificate

This training program focuses on practical actions that event planners take to create inclusive environments for events. As part of the learning experience, participants will explore the need for inclusion as well as consider what event participants may need in order to fully participate. The actions are couched in the framework of an event planner’s role as an inclusion broker, a professional who intentionally applies various strategies to support the participation of individuals and groups.

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Event Marketing Certificate

This training program focuses on the purposeful and measurable practice of deploying live events to help achieve marketing and revenue goals. This program will examine strategies, best practices, and tactics across the full event marketing funnel (from leads to revenue).

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MPIWomen Event Planners

Women in Leadership: Executive Leadership Skills

Create a personal action plan to overcome the common career obstacles women face. This course is designed to help you identify what’s holding you back and give you the tools to take your career to the next level.

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On-Demand Education

Watch archived educational sessions when and where it's convenient for you. These clock hour-certified courses can help you achieve or maintain your CMP or CMP-HC designation. 

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Every month, MPI produces new webinars on hot topics as well as ones specific to this community.  If you're working to achieve or maintain your CMP or CMP-HC designation, these webinars offer essential clock hours and just-in-time information. 

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