SS&C Learning Institute Accreditation Programs

The SS&C Learning Institute recognizes that certifications and designations are a competitive differentiator and one of the best ways to prove that employees have the necessary knowledge, skills and experience to perform their jobs. The SS&C Learning Institute is proud to offer continuing education credits on web-based courses offered through our Zoologic™ Learning Solutions division.

Our learning programs help financial professionals obtain skills and knowledge needed on the job and assist them in maintaining professional standing. Many of our web-based courses are approved for various certification programs, continuing education units (CEUs) and continuing professional education units (CPEs).

We are constantly adding new certifications, so check back frequently. If you have taken an approved SS&C Learning Institute course, follow these instructions to get your certificate of completion for CE Credits:

  • Complete one of our courses approved for credit and achieve a score of 70% or higher on the Final Test.
  • Complete the application and evaluation form (Word format). If you have difficulty accessing the form, email
  • Return the form to us. A certificate of completion will be mailed to you.

Certified Portfolio Manager (CPM)

The Academy of Certified Portfolio Managers has approved designated courses for credits.


Investments Training and Consulting Institute (ITCI)

The Investments Training and Consulting Institute has approved designated courses for CIDA credits.


Continuing Education and Firm Element

Let us help you structure your Firm Element training program. From design to implementation, we can help you comply. Our courses, covering topics critical for every financial professional, are already used for Continuing Education by employees at financial companies nationwide and form the core of many Firm Element initiatives. Let us do for your firm what we've already done for others. And remember: it's not just for the good of your employees - it's the law.

Not all courses are appropriate for credit with every accrediting organization. See the course catalog for specific credit details for each course title. Contact the individual organization for instructions on obtaining credits.

New York State Board for Public Accountancy (NYSBPA)

Certified Public Accountants (CPAs) in certain states can earn CPE credits with our approved self-study courses. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.


Professional Achievement in Continuing Education (PACE)

Designated Zoologic courses have been accepted for PACE Recertification credits for Certified Life Underwriters (CLUs) and Chartered Financial Consultants (ChFCs).


Chartered Property Casualty Underwriters (CPCU)

Chartered Property Casualty Underwriters (CPCUs) completing designated courses will be awarded points under the Continuing Professional Development program.


Certified Investment Management Analyst (CIMA)

Investment Management Consultants Association has accepted designated Zoologic courses for CIMA continuing education credits.


American Institute of Banking (AIB)

The American Institute of Banking has approved designated courses for credits.


Registered Financial Planners Institute

The Registered Financial Planners Institute has accepted designated Zoologic courses for continuing education credits. Students that take any of these courses can apply the earned credit hours toward the RFP designation educational requirement of 75 hours, with passing of exams.RFP licensees should report their credits directly to the Registered Financial Planning Institute.