Did you know Pershing’s Customer Training Department provides investment professional training sessions on a daily basis? Through e-Learning tools you can participate in online training by following along with a trainer, making it easier to learn new functionality in a safe, non-production environment.

Currently Pershing offers over 30 different courses for investment professionals and their support staff, and we are continuously expanding our selection of topics. Below are descriptions of a few of our most popular sessions.

Pershing offers over 30 different courses for investment professionals and their support staff, and we are continuously expanding our selection of topics.

• NetExchange Pro^® Best Practices - Now that you are comfortable using NetExchange Pro, would you like to see an advanced approach to ensure you are leveraging all it has to offer? This session will cover advanced features and tools to leverage client data in managing your business. Additionally, learn best practices in planning your day.

• eAnalytics - Do you know how to analyze your business using eAnalytics? See a demonstration on how to better manage your business through analysis of account profiles, holdings, revenues, expenses, and trading activity.
• Items for Attention - "You have open Items for Attention. Do you want to view them now?" You are greeted with this question every time you sign on to NetExchange Pro. This session will explain all the items that require your attention on a daily basis.
• NetExchange Pro New Release Updates - As Pershing enhances NetExchange Pro, keep up to date on all of the improvements and changes.
• Account Transfer Initiation - Improve your efficiency in this basic but critical process. Learn the best way to process account transfers using the Asset Movement - Account Transfer via NetExchange Pro.

These online training sessions are generally one hour or less in length and are offered at a variety of times to fit your schedule. A two-month calendar of upcoming training events can be found under the Distance Learning tab of The Learning Center on The Source in NetExchange Pro. If you do not have access to The Source, please contact your home office to obtain the course calendar.