SS&C Learning Institute

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.

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  sscli_support@sscinc.com 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 sscli_support@sscinc.com.

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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CE Credits

NeuroLab

When searching for ways to improve business performance, analyzing the brain is rarely at the forefront. While typically relegated to the halls of academia, recent advancements in the field of neuroscience have made techniques for analyzing the brain both affordable and highly insightful that could change the way we communicate and deliver training, from compliance to soft skills. The SS&C NeuroLab uses these innovative techniques to test various content types (training videos, eLearning courses, compliance programs, investor relations communications, client presentations, etc.) and measure the efficiency and efficacy of the interaction. By measuring brainwave activity using electroencephalographic (EEG) technology, we quantify AMEE: Attention, Memory, Emotion and Engagement, of learners, individually and collectively. Clients are provided with a unique and actionable insights into the effectiveness of their content, which enables instructors, designers and content creators to refine and improve results.

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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.