SS&C Learning Institute

A division of SS&C Technologies, the SS&C Learning Institute is an education, training and research organization dedicated to providing continuing education for today’s professionals.

Learning online is ideal for busy professionals seeking to gain knowledge and improve skills on their own terms. The SS&C Learning Institute offering includes a library of online courses optimized for financial professionals. The digital library includes hundreds of hours of financial markets content across an extensive range of topics. Content curated by industry-leading subject matter experts coupled with cutting-edge technology ensures an exceptional learning experience.

Address

4 Times Sq
NY
NY
10036
United States

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NASBA Approved providers

National Registry

Registry ID

145027

Approved Delivery Method

QAS™ Self Study

Etiquette is defined as the customary code of behavior in a given society or circumstance. Business etiquette concerns building successful relationships with others using effective interpersonal commu …

This course explains how duration is used to measure different types of risk, including market risk and reinvestment risk, which affect the volatility of bonds.

This course provides an overview of key fundamentals to financial markets, including definitions, functions and processes. You will understand the functions of various financial markets as well as exp …

The foreign exchange market represents the largest, most liquid market in the world today, operating over-the-counter around the clock. This course offers an explanation of currency exchanges, necessa …

This course explains the difference between investments and savings. It also provides an overview of different investment options available to individuals.

This course outlines a four-step cyclical process for managing the advisor/client relationship.

An option is a contract offering the right, but not the obligation, to buy or sell an asset at a predetermined price. This course introduces the basic types of options and explains how investors use t …

A currency swap is a popular derivative transaction that consists of an exchange of future cash flows in different currencies. This course outlines how currency swaps are valued and shows how a dealer …

This course is designed to review the key characteristics of global equity markets. It provides an overview of the most commonly traded instruments, from ordinary shares to international equity to dep …

Among the most primary concepts in finance is that a sum of money today (present value) is not worth the same amount tomorrow (future value). This course explains the mechanics of measuring and compar …

This course provides an overview of the concept of equity including details of the stock market and its various participants as well as the various methods of issuing and trading equity. It covers the …

Governments and corporations raise funds by issuing cash securities in exchange for promising to pay a series of cash flows to investors. Cash securities take one of two forms: debt or equity. This co …

This course defines a portfolio of securities and explains how to track its performance through portfolio returns.

This course is designed to raise awareness about information security, information security best practices and related policy in order to help prevent compromises of information and computing systems.

Business and investment managers are constantly searching for tools that will enhance their ability to make decisions. Economic profit, also known as economic value added or EVA, has been heralded as …

This course reviews trust basics, including terminology and concepts, as well as the laws and rules that govern trust administration. It provides an understanding of why clients benefit from trusts, a …

This course examines how decision-making is influenced by the emotions and experiences of the parties involved in the process of selecting and managing an investment portfolio. The course will also pr …

This course introduces the world of corporate finance including the issues that a company's financial managers face on a daily basis. Utilizing the story of a fictional retailer you will explore the i …

This course provides a framework for analyzing credit risks and introduces ways to structure credit instruments to reduce risk. It also provides an understanding of the risk/return relationship in cre …

This course covers how to recognize the factors that drive the need for the primary credit products used by small businesses, and how to match credit products to client needs. It also teaches techniqu …

This course applies the principles of yield, also known as the general method used for determining average rate of growth of value, to the specific case of bonds. To complete the calculations for this …

This course covers how to facilitate your employee's improvement, instead of merely disciplining them. You will learn to use a range of corrective modes in a balanced and objective manner including wh …

This course covers the process of credit analysis for high-net-worth individuals.

This course introduces the relationship selling process and the skills and techniques that support a client needs-focused sales approach. You will learn how to prepare for the sale and conduct an effe …

This course provides an overview of the various asset classes available to investors for investing. It explains equity, bonds, money market instruments, real estate, and commodities in detail includin …

Corporate actions can be any event that brings material change to a publicly traded company, and impacts the shareholders or bondholders. This course provides an overview of corporate actions and the …

This course explains how numerical methods such as binomial trees and Monte Carlo simulation can be used to price derivative securities for which there is no analytical solution. It shows why the meth …

This course provides an overview of how investors hedge equity with futures and options. It focuses specifically on two types of futures, index and single stock, and four different options strategies: …

This course is a guide to distinguishing among standard methods for portfolio performance measurement. It teaches the differences between time-weighted and money- or dollar-weighted returns, and descr …

This course provides the key fundamentals of money markets including definitions, participants and risks.

This course illustrates how past returns can be used to predict future returns.

In finance, yield quantifies the relationship between present value and future value in terms of a rate per year. This course explores the nature of yield and its relevance to basic financial concepts …

This course will provide you with a recipe for selecting and distributing asset classes in an efficient portfolio.

This course provides an overview on how to write formulas in Microsoft Excel. It shows how Excel references data within formulas and the most common functions that are used in formula building by fina …

The purpose of this course is selling deposit products effectively. The course covers how to conduct sales interactions with clients, prepare for effective cross-selling to maximize sales of deposit p …

This course provides an overview of the basic math principles you need in the workplace and demonstrate how mathematics can help you make better decisions.

This two-part course provides an introduction to the mechanics, pricing, and applications of key instruments in the credit derivatives market. Part One reviews the most widely traded instrument, credi …

In this course, you will learn what a hedge fund is, how hedge funds make money, and how risk and return are assessed. In addition, you will be introduced to different types of hedge funds and some of …

This course instructs how, in addition to duration, bond investors can use other methods, such as basis point value (BVP), convexity and modified duration, to measure a bond's risk.

This course covers the concept of loan syndication and how it works, along with its various types and participants. The course also provides insight into the loan market including reasons why a lender …

This course introduces bonds and basic bond concepts including accrued interest and bond price calculations.

This course provides an overview of the private equity industry, including a discussion of the main players, the structure of private equity funds, the fee structure of the funds, as well as the diffe …

This course introduces valuation techniques that investors use to determine whether stocks are fairly priced.

This course describes how derivative products such as futures, swaps, and options can be used to mitigate interest rate risk. Each product is discussed within the context of an example that reflects i …

The cost of capital, a measure of the composite cost of raising money, is an important consideration in finance. It is most commonly used as a hurdle rate in the capital budgeting process, in which re …

This course delves into key concepts related to ETFs including the creation and redemption mechanism as well as arbitrage. Both passive and active management strategies are discussed including index, …

The goal of portfolio management is to create a portfolio of assets that achieves a desired return while avoiding undue risk, an intuitively simple concept that turns out to be remarkably complex to i …

This course examines currency risk and compares alternative hedging strategies using forward contracts and over-the-counter currency options. It also explores techniques for reducing protective premiu …

Every organization needs to adopt and implement a risk management process that corresponds to the volatility and gravity of the underlying risk exposures of its business or environment. Sometimes the …

This course provides an introduction to securitization, focusing on the segment known as asset-backed securities (ABS). It includes an overview of the securitization process, the common asset types an …

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