SS&C Learning Institute Resources

Course Content Library

Backed by a vast content library, our programs are based on over 5,000 learning objects, and more than 200 courses, including:


The courses available within Accounting provide an overview of the discipline of accounting, including the balance sheet, income statement, cash flow statement and accounting ratios.

Number of Courses: 13

Number of Hours: 38

Courses include the following subjects:

  • Cash Flow Statement
  • Projected Financial Statements
  • Inventory Accounting Methods and Valuation
  • Accounts Receivable
  • Current Assets
  • International Accounting Standards (IAS)
  • Hedge Accounting
  • GAAP
  • Margin Analysis
  • Depreciation Methods
  • IRR
  • Ratio Analysis
  • FASB Accounting Standards Codification 
  • Shareholder Value and ROE
  • Cost of Debt
  • Payable Days Ratio
  • Leverage Ratio
  • Current Assets Efficiency
  • The Balance Sheet
  • Annual Reports
  • The Income Statement
  • Profit and Loss Account
  • Goodwill
  • Working Capital
  • Optimal Financing Mix


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Banking Sales Skills

The courses available within Banking Sales Skills help bank professionals develop skills to build positive relationships with customers.

Number of Courses: 8

Number of Hours: 30

Courses include the following subjects:

  • Building and Retaining Customer Relationships
  • Calling on Small Business Customers
  • Cross-Selling Deposit Products
  • Effective Referrals
  • Relationship Selling
  • Sales Coaching in the Bank
  • Servicing and Growing Small Business Relationships
  • Successful Sales Campaigns


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The courses available within Compliance teach the rules, regulations and techniques for administering and managing compliance issues.

Number of Courses: 29

Number of Hours: 52

Courses include the following subjects:

  • Anti-Money Laundering
  • Red Flags
  • Know Your Customer Standards
  • Reporting Requirements
  • Customer Identification Program (CIP)
  • Bank Bribery Act
  • Bank Protection Act
  • Bank Secrecy Act
  • Basel II
  • Capital Adequacy
  • The Three Pillars
  • Electronic Fund Transfer Act
  • Regulation E
  • Equal Credit Opportunity Act (ECOA)
  • Regulation B
  • Expected Funds Availability Act (Regulation CC)
  • Lending to Bank Insiders
  • Regulation O
  • Fair Credit Reporting Act (FCRA)
  • Fair Housing Act (FHA)
  • Fair Lending
  • Flood Disaster Protection Act
  • Regulation C
  • Office of Foreign Assets Control (OFAC)
  • Privacy for Customer Contact Personnel
  • Right to Financial Privacy Act
  • Gramm-Leach-Bliley Act
  • Real Estate Settlement Procedures Act (RESPA)
  • Truth in Savings Act
  • The Dodd-Frank Act


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Corporate Finance

The courses within Corporate Finance provide instruction on daily financial operations, including cost of capital, capital budgeting, capital structure and dividend policy.

Number of Courses: 11

Number of Hours: 37

Courses include the following subjects:

  • Capital Asset Pricing Model
  • Beta
  • Cost of Equity
  • Expected Return
  • Diversification
  • Market Risk
  • Net Present Value (NPV)
  • Internal Rate of Return (IRR)
  • Capital Budgeting
  • Cash Flow-Based Analysis
  • Sunk Costs
  • Salvage Value
  • Opportunity Costs
  • Terminal Value
  • Discounted Cash Flow
  • Capital Structure
  • Optimal Debt/Equity Mix
  • Debt Ratio
  • Leverage
  • Interest Coverage Ratio
  • Cost of Capital
  • Cost of Equity
  • Cost of Debt
  • Expected Return
  • Debt Risk
  • Bond Ratings
  • Dividend Policy
  • Shareholder Value
  • The Dividend Decision
  • Dividend Yield
  • Payout Ratio
  • Stock Repurchases
  • Basis Risk
  • Initial Public Offerings
  • Prospectus
  • Due Diligence
  • Stock Price Stabilization
  • Bookbuilding
  • Investment Decision Rules
  • ROI
  • The Hurdle Rate
  • Efficient Market Theory
  • Measuring Firm Value
  • Maximizing Firm Value
  • Mergers and Acquisitions
  • Standalone Value
  • Pro Forma Value
  • Due Diligence
  • Final Valuation Estimates
  • Tender Offer
  • Takeover Defenses
  • Management Buyout
  • Poison Pill
  • Greenmail
  • The Williams Act
  • Letter of Intent
  • Financial Price Risk
  • Commodity Risk
  • Human Capital Risk
  • Technological Risk
  • Legal Risk
  • Political or Geographical Risk
  • Natural Risk


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Credit Risk

The courses within Credit Risk provide instruction on techniques for analyzing credit risks as well as approaches to structuring credit instruments to reduce risk.

Number of Courses: 5

Number of Hours: 15

Courses include the following subjects:

  • Cash Flow Analysis
  • Free Cash Flow
  • Net Internal Cash Flow
  • Earnings
  • Credit Risk Ratings
  • Credit Spreads
  • Calculating Expected Loss
  • Credit Structure
  • Portfolio Credit Risk
  • Buy and Hold Credit Portfolio Management
  • Active Credit Portfolio Management
  • Merton Model
  • Sharpe Ratio


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The courses within Derivatives teach characteristics, pricing, usage and strategies of derivative instruments, including forwards, futures, swaps and options.

Number of Courses: 17

Number of Hours: 102

Courses include the following subjects:

  • Asset Swaps
  • Repackaged Transactions
  • Caps
  • Floors
  • Swaptions
  • Collars
  • Corridors
  • Participating Caps
  • Currency Swaps
  • Equity Derivatives
  • Covered Calls
  • Cash Secured Puts
  • Protective Puts
  • Straddles
  • Bear Puts
  • Energy Derivatives
  • Electricity
  • Petroleum and Natural Gas
  • Commodities
  • Exchangeable Notes
  • Eurodollar Futures
  • Strip Yield Curve
  • Eurodollar Strips
  • Convexity Bias in Futures Pricing
  • Exotic Options
  • Correlation Options
  • Rainbow Options
  • Basket Options
  • Spread Options
  • Currency-Adjusted Options
  • Path-Dependent Options
  • Path-Independent Options
  • Special Payoff Options
  • Contingent Premium Options
  • Digital Options
  • Power Options
  • Barrier Options
  • Asian Options
  • Compound Options
  • Lookback Options
  • UST Bond Futures
  • Conversion Factors
  • WTI Futures
  • S&P 500 Futures
  • Interest Rate Swaps
  • Credit Derivatives
  • Basket Default Options
  • Credit Default Optons and Swaps
  • Total Rate of Return (TROR) Swaps
  • Credit Spread Options
  • Credit Linked Notes (CLNs)
  • Forward Contracts (Forwards)
  • Option Pricing Theory
  • Binomial Tree Model
  • Option Value Curve
  • Option Volatility
  • Intrinsic Value of Options
  • Time Value of Options
  • European Call Options
  • The "Greeks" Theta, Delta, Gamma


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Equity Valuation

The courses within Equity Valuation teach concepts and methods for valuating company stocks.

Number of Courses: 7

Number of Hours: 26

Courses include the following subjects:

  • Economic Profit (EVA)
  • Economic Value Added
  • Net Operating Profit After Taxes (NOPAT)
  • Equity Valuation
  • Free Cash Flow to the Firm Model (FCFF)
  • Estimating Value Per Share
  • Weighted Average Cost of Capital (WACC)
  • Earnings Per Share
  • Return on Equity
  • Net Earnings
  • Return on Assets
  • Relative Valuation
  • Price/Earnings Ratio (P/E)
  • Price/Book Value Ratio
  • Price/Sales Ratio
  • Comparables
  • World Equity Markets
  • Ordinary Shares
  • Preference Shares
  • International Equity
  • American Depositary Receipts (ADRs)
  • Global Depositary Receipts (GDRs)
  • Private Placements
  • Rights Issues
  • Capitalization Issues
  • International Market Indices
  • Euronext
  • Dividend Discount Model
  • Constant Growth Model


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Finance Basics

The courses within Finance Basics provide the fundamentals of financial math, instruments, markets and players.

Number of Courses: 7

Number of Hours: 46

Courses include the following subjects:

  • Collective Investment Schemes
  • Unit Trusts
  • Investment Trusts
  • Choosing a Fund
  • OEICs
  • Hybrids
  • Splits
  • Economic Indicators
  • Gross Domestic Product (GDP)
  • Advanced Durable Goods
  • Housing Starts
  • International Trade
  • Inflation Indicators
  • Consumer Price Index (CPI)
  • Producer Price Index (PPI)
  • Employment Cost Index
  • Mutual Funds
  • Investment Banking
  • Underwriting Securities
  • Specialized Finance
  • Chinese Walls
  • Minimizing Price Risk
  • Securities Markets
  • Time Value of Money
  • Present Value
  • Future Value
  • Discount Rates
  • Yield
  • Zero Coupon Rates
  • Discount Factors
  • Forward Rates
  • The Yield Curve
  • Yield Analytics
  • Duration
  • Modified Duration
  • Convexity
  • DV01
  • BPV


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Financial Advisory

The courses within Financial Advisory teach investment concepts critical to advising individual investors.

Number of Courses: 13

Number of Hours: 21

Courses include the following subjects:

  • Alternative Investments
  • Real Assets
  • Leveraged Buyouts
  • Venture Capital
  • Hedge Funds
  • Derivatives
  • Exchange Funds
  • Asset Allocation
  • Efficient Portfolio
  • Optimization
  • Credit Analysis for High Net Worth Individuals
  • Loan Repayment Analysis
  • Loan Structure
  • Personal Financial Statements
  • Credit Proposal
  • Performance Measurement
  • Time-Weighted Returns
  • Money-Weighted Returns
  • Dollar-Weighted Returns
  • Modified Dietz Method
  • Choosing Equity
  • Choosing Bonds
  • Money Market Instruments
  • Investment Principles
  • Market Timing Strategies
  • Lending Against Marketable Securities
  • Advance Ratio
  • Loan Monitoring
  • Managing Client Expectations
  • Human Behavior and Investing
  • Biased Preferences
  • Errors in Judgment
  • Fear of Regret


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Fixed Income

The courses within Fixed Income provide instruction on the fixed income market, players and securities, including how securities are bought and sold, trading and investment strategies, characteristics, pricing and risk analysis.

Number of Courses: 13

Number of Hours: 60

Courses include the following subjects:

  • Reinvestment Risk
  • Market Risk
  • Duration
  • DV01 (BPV) and Duration
  • DV01 (BPV) and the Yield Curve
  • Convexity
  • Asset-Backed Securities
  • Special Purpose Vehicles (SPVs)
  • Collateralized Debt Obligations (CDOs)
  • Amortizing Assets
  • Revolving Assets
  • Credit Default Options
  • Pass-Through Structure vs Pay-Through
  • Clean Up Call
  • Internal and External Credit Enhancements
  • Asset Rating
  • Weighted Average Life
  • Calculating Yield for Bonds, STRIPS and Bills
  • Comparing Yields
  • Calculating Accrued Interest and Invoice Price
  • Mortgage-Backed Securities
  • Prepayment Optionality
  • Mortgage Pass-Throughs
  • Prepayment Risk
  • Conditional Prepayment Rate (CPR)
  • Public Securities Association (PSA)
  • Collateralized Mortgage Obligations (CMOs)
  • Tranches
  • Z Bonds
  • Sequential Pay Bonds
  • Agency Pass-Throughs
  • Private Pass-Throughs
  • Planned and Targeted Amortization Classes
  • Principal and Interest-Only Strips (POs and IOs)
  • Mortgage Bonds
  • World Bond Markets
  • Domestic Bonds, Foreign Bonds and International Bonds
  • Eurobonds
  • Calculating Bond Prices
  • Portfolio Duration
  • Bond Equivalent Yield
  • UST Bills
  • Commercial Paper (CP)
  • Day Count Fraction
  • Certificates of Deposit
  • Federal Funds Rate
  • Repurchase Agreement Rates
  • Eurodollar Rates
  • Fixed Income Repo Market
  • Pricing a Repurchase Agreement
  • Calculating Carry
  • Treasury Inflation Protected Securities (TIPS)
  • Inflation Ratio
  • US Treasury Bond Auctions
  • Bond Issue Cycles
  • Coupon Rolls
  • When-Issued Trading
  • Bid-to-Cover Ratio
  • Stop-Out Yield
  • Competitive and Noncompetitive Bidders


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Foreign Exchange

The courses within Foreign Exchange provide instruction on the foreign exchange markets, players and strategies, including spot rates, forward rates and the bid/offer spread.

Number of Courses: 5

Number of Hours: 17

Courses include the following subjects:

  • Spot Rates
  • Cross Rates
  • Bid/Offer Spread
  • Barrier Options
  • Reverse Barrier Options
  • Knock-Outs and Reverse Knock-Outs
  • Knock-Ins and Reverse Knock-Ins
  • Directional Currency Trading
  • Forward Foreign Exchange
  • Interest Rate Parity
  • Forward Rates
  • Hedging Currency Risk with Derivatives
  • Vanilla Currency Options


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Fundamental Business Skills

The courses within Fundamental Business Skills build skills for etiquette and demeanor for banking professionals, including ethical issues, time management and conflict resolution.

Number of Courses: 4

Number of Hours: 12

Courses include the following subjects:

  • Business Etiquette
  • Dealing Effectively with Co-Workers
  • Ethical Issues for Bankers
  • Managing Time at Work


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The courses within Insurance provide a foundation in insurance principles and products, from the structure of the insurance industry as a whole to the construction and pricing of policies.

Number of Courses: 4

Number of Hours: 6

Courses include the following subjects:

  • Insurable and Uninsurable Risks
  • Reinsurance
  • Co-Insurance
  • Self-Insurance
  • General Insurance
  • Long-Term Insurance
  • Pricing, Underwriting and Claims Management
  • Retrocessions
  • Pooling Arrangements
  • Proportional and Non-Proportional Methods


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Management and Leadership

The courses within Management and Leadership provide training and guidance for anyone charged with leading a team to success, from initiation to completion and recognition.

Number of Courses: 8

Number of Hours: 13

Courses include the following subjects:

  • Coaching for Success
  • Corrective Action
  • Hiring the Best
  • Improving Productivity
  • Managing Change
  • Managing Employee Relations
  • Performance Management
  • Rewards and Recognition


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MBA Essentials

The courses within MBA Essentials enhance or refresh your skills in the core disciplines of business, providing a solid base of knowledge in business math, calculus, accounting, microeconomics, supply chain management, statistics and finance.

Number of Courses: 7

Number of Hours: 34

Courses include the following subjects:

  • Accounting
  • Business Math
  • Calculus
  • Finance Essentials
  • Microeconomics
  • Statistics


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The courses within Operations teach all back office functions inherent to securities trading, including the lifecycle of a trade, current trends in the marketplace and measures to control operational risk.

Number of Courses: 4

Number of Hours: 12

Courses include the following subjects:

  • Margin
  • Regulation T Requirement
  • Special Memorandum Account (SMA)
  • Margin Excess
  • Margin Calls
  • Buying Power
  • Margin Withdrawals
  • Same Day Substitution
  • Life of a Trade
  • Trade Settlement
  • International Trade Initiation and Matching
  • Continuous Net Settlement (CNS) System
  • Real Time Gross Settlement (RTGS) System
  • Virtual Matching Utilities (VMUs)
  • Central Securities Depository (CSD)
  • Fails and Close-Outs
  • Order Processing
  • Books and Records
  • Prime Brokerage
  • Global Custody
  • Securities Lending
  • Order Management Systems
  • Synthetic Prime Brokerage


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Portfolio Management

The courses within Portfolio Management shed light on the process of building and maintaining a portfolio by showing you how to select and analyze securities to match your investment goals.

Number of Courses: 2

Number of Hours: 11

Courses include the following subjects:

  • Mean-Variance Criteria
  • Utility Curve
  • Graphing a Portfolio
  • Optimal Portfolio
  • Correlation and Diversification
  • Hedging


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Retail and Small Business Banking

The courses within Retail and Small Business Banking provide instruction on banking products and credit analysis for retail and small business customers.

Number of Courses: 13

Number of Hours: 69

Courses include the following subjects:

  • The Federal Reserve
  • Bank Products
  • Financial Analysis and Performance Measures for Banks
  • Banking Regulations
  • Growth Areas in Banking
  • Consumer Credit Products
  • The Lending Process
  • Credit Products for Small Businesses
  • Consumer Lending
  • Mortgage Lending
  • Lines of Credit
  • Small Business Banking
  • Analyzing Financial Statements
  • Financial Planning Products
  • Personal Tax Return Analysis
  • Referring Mutual Funds and Securities Customers
  • Referring Trust Customers
  • Financial Planning


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Risk Management

The courses within Risk Management teach methods and tools for calculating, measuring and managing risk in the financial market.

Number of Courses: 10

Number of Hours: 30

Courses include the following subjects:

  • Monte Carlo Simulation
  • Cumulative Probability Plot
  • Value at Risk (VAR)
  • Operational Risk
  • Control Self-Assessment
  • Causal Modeling
  • Back Testing
  • Stress Testing
  • Historic Analysis
  • Loss Distributions
  • Portfolio Diversification
  • Volatility and Correlation
  • Portfolio Returns
  • Marking to Market
  • Portfolio Risk
  • Frequency Distributions
  • Risk vs. Return
  • Risk-Adjusted Performance
  • Probability Distribution of Returns
  • Normal Distribution
  • Standard Values
  • Confidence Levels
  • Confidence Factors
  • Histograms
  • Options and VAR


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Trusts and Investments

The courses within Trusts and Investments provide the foundation and skills for new trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers.

Number of Courses: 3

Number of Hours: 17

Courses include the following subjects:

  • Investment Management
  • Stock Selection
  • Bond Selection
  • Economics and Investments
  • Distributable Net Income
  • Legal Considerations
  • Taxation and Estate Planning
  • Gift Tax
  • Transfer Taxes
  • Estate Tax
  • Generation-Skipping Transfers
  • Estate Planning for the Marital Deduction
  • Trust Administration
  • Personal Trusts
  • Account Acceptance and Termination
  • Discretionary Distributions


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Related Resources

Building on Asset Allocation
Curriculum designed for corporate financial theory, principles, and capital asset pricing. Better understand and quantify a stock investor’s risk.

Building on Equity Valuation
Curriculum designed to introduce you to the basics of investing, decision-making, and maintaining an efficient portfolio.

Building a Fixed Income Analytics

Building a Options and Derivatives

Building on Corporate Finance