News & Events

SS&C Learning Institute Selected as Exclusive Provider of Certified Portfolio Manager (CPM®) Program

WINDSOR, CT, April 11, 2017 (PR NEWSWIRE) SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today announced the SS&C Learning Institute will become the sole provider and administrator of the Academy of Certified Portfolio Managers (ACPM) Certified Portfolio Manager credential program.

The Certified Portfolio Manager (CPM®) program is a concentrated training curriculum designed by the ACPM to immerse candidates in topics around discretionary portfolio management. The goal of the program is to enhance and refresh portfolio managers’ skills in asset valuation, portfolio construction, and risk management.

After a 55 module, online course administered through the SS&C Learning Institute, CPM® candidates are eligible to attend a week-long workshop at Columbia University. Graduates earn the prestigious CPM® credential, a certification of advanced training respected by both financial services companies and clients.

“We are delighted that our coveted CPM® program will be managed by the SS&C Learning Institute,” said ACPM President, Michael Ross, CPM®, Executive Director at Morgan Stanley. “We have had a strong partnership with SS&C for many years, and we are confident that the quality, integrity, and management of the program is in extremely capable hands.”

The SS&C Learning Institute is an education, training, and research organization dedicated to the enrichment of investment management professionals and those seeking careers in financial services.

“The CPM® program is a centerpiece in our curricula of over 200 online courses and instructor led training for individuals, companies, and universities,” said Adam Hall, SS&C’s Senior Vice President of Learning Solutions and executive director of the SS&C Learning Institute. “We are prepared to support the program with a strong marketing effort, and look forward to a substantial growth in enrollment.”

About the Academy of Certified Portfolio Managers

The Academy of Certified Portfolio Managers (ACPM) is an independent organization that creates and manages a credentialed program of excellence for training discretionary portfolio managers. The collaborative and continuous learning experience enables portfolio managers to achieve a higher level of expertise in multiple facets in an ever-changing and dynamic global economy. Visit www.academyofcpm.org.

About the SS&C Learning Institute

Headquartered in New York, the SS&C Learning Institute is a business group of SS&C Technologies, a world leader in Investment management technology and services for over 30 years. The SS&C Learning Institute (SS&C-LI) is the only education, training, and research organization dedicated exclusively to the enrichment of investment management professionals and those seeking careers in financial services or corporate finance. Our instructor-led classes, online courseware, and investment management system and process training programs are used by many of the world’s leading investment banks, insurance companies, and wealth management firms. In addition, The SS&C learning Institute now offers courseware to enhance the business and finance curriculums of colleges and universities. Visit ssctech.com/li.

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