Training Resources

Training Solutions

Through Training Resources you have access to comprehensive training via live webinars and short form videos in the Learning Management System. We provide an ever-expanding suite of training solutions to help ensure you conduct business with maximum efficiency.

Learning Management System

The Learning Management System combines video content with insightful instructor-led courses on the topics listed below and is accessible through Resources and Marketing Center in NetX360. In addition to standard digital course content offering a mobile-friendly interface, customization is also available to allow firms to pre-set curriculums, provide assessments and certificates of completion, along with reporting metrics to track progress.

Course Offerings

  • Account Opening
  • Go Digital
  • Asset Movement
  • Reporting and Data Analytics
  • Workflow and Operations
  • Configurable Tools and Solutions

Training Services

You have access to videos. Live events and consultative opportunities specific to various Pershing distribution channels including Broker-Dealer client firms, Pershing Advisors Solutions’ RIAs and Bank Custody firms through:

Webinars and Video Content

  • Monthly Scheduled Live Forums
  • Featured Topics for Rollouts and Enhanced Features
  • Custom Engagements
  • Short Form Videos

Instructor Led Events

  • For Client Conferences (Onsite and Virtual)

Consultative Services

  • Special Training for Trainers, Recruiters, Stakeholders and Decision Makers
  • Customized Programs
  • Knowledge Transfer
  • Operational Efficiencies

To Learn More

A list of specific training by solution is available to client firms and financial professionals on the solutions pages of Marketing Center in NetX360.