Training Resources

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.

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