SS&C Learning Institute

Grow your knowledge. And your career.

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

Digital Library

Learning online is ideal for busy professionals seeking to improve skills on their own terms. The SS&C Learning Institute’s eLibrary includes 200 eLearning courses totaling over 400 hours of financial markets content.

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If you are an individual looking to complete eLearning for CPE hours, please email with the courses you’d like to access and you will be set up with an account.

If you have completed a course eligible for CPE credits, fill in the CPE Credit  Application form and email to

Certified Portfolio Manager Credential Program

Increase your value and boost new business. From new regulation and robo-advisors to blockchain and fee compression, the financial services industry is in transition and the role and value-add of a financial advisor is shifting accordingly. Continuing education, in the form of certifications and designations, has continued to emerge as a leading trend across the industry to fill this gap.

The Certified Portfolio Manager (CPM®) program is a concentrated program that establishes a specialized area of expertise in discretionary portfolio management, immersing candidates in asset valuation, portfolio construction and risk management.

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Fiduciary Code of Conduct

All financial advisors need to prepare to serve in a fiduciary capacity, no matter the outcome of the DOL Rule. Once the Rule’s conflict of interest disclosures are made, a financial advisor will be required to demonstrate that their advice is procedurally prudent. This online program picks up where the DOL Rule leaves off by defining a uniform fiduciary decision-making framework that is based on best practices, FINRA rules, and financial planning principles.

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Custom Solutions

The SS&C Learning Institute can help you capture, structure and publish company-specific educational materials. With our custom-course development, capabilities include:

  • Online Course Development. If you need content specific to your business, we can analyze your needs and build custom content into our proven course architecture.
  • Instructor-Led training. From introductory courses to advanced seminars and case studies, the SS&C Learning Institute provides each professional with a dynamic in-class experience. By focusing on practical applications and real-world scenarios, students return to their positions prepared to perform at a higher level.
  • Blended Programs. Learners first progress through the basics of a topic in an interactive and engaging online course, completed at their own pace. Then they move to the classroom, where they apply theory to practice. In-class time is made more efficient when eLearning has served as a level-setter, with everyone entering the classroom with the same amount of completed pre-work.