Press Release

For Immediate Release

SS&C Learning Institute Completes Certified Portfolio Manager Program


WINDSOR, CT, November 16, 2017 (PR NEWSWIRE) – SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced the completion of the 2017 Certified Portfolio Manager Program at Columbia University. The CPM designation was developed by Columbia University and the Academy of Certified Portfolio Managers (ACPM) in response to a need for discretionary wealth management training. SS&C now exclusively provides the instructional program leading up to the certification.

“We’re excited to partner with Columbia University to offer this unique continuing education opportunity for portfolio managers. Candidates not only work through rigorous and career-enhancing content, but also have direct access to Columbia’s faculty of professors and industry experts. We’ve enjoyed seeing this year’s candidates engage the program and ultimately graduate to become members of the growing ACPM,” said Adam Hall, Senior Vice President, SS&C Learning Institute.

According to a recent survey, 72% of CPM professionals have grown their business over 20% since earning the designation and joining the Academy. The instructional program teaches finance professionals asset valuation, portfolio construction, and risk management. Upon successful completion of the instructional program, graduates become members of the exclusive ACPM community of industry experts and peers.

David Weigel, a financial advisor and the 2017 CPM Salutatorian, commented,  “This program has helped me solidify 23 years of markets research and business building experience into actionable methods, processes and techniques for next level money management. I have no doubt this will be the catalyst to take my practice to that next level.”  

“With today’s pace of change in the financial markets, professionals in all corners of the industry must be committed to advancing their knowledge and expertise every day,” said Professor Garud Iyengar, Columbia University. “Our program marries the academic rigor for which Columbia is well known and respected, with the practical skills and methods that are so highly in demand given the flux of the industry.”

The instructional program leading up to the CPM designation is a blended curriculum of 55 online self-study courses and an intensive, 5-day residential program on the campus of Columbia University in the City of New York. Early Bird Registration is now open for the 2018 CPM Program for the residential program at Columbia University, November 2-6, 2018.

About SS&C Technologies

SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 11,000 financial services organizations, from the world’s largest institutions to local firms, manage and account for their investments using SS&C’s products and services.


Contact(s):

  Patrick Pedonti
  Chief Financial Officer
  Tel: +1-860-298-4738

  Justine Stone
  Investor Relations
  Tel: +1- 212-367-4705
  E-mail: InvestorRelations@sscinc.com