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 through 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. Our course offerings include topics such as account opening, asset movement, reporting, workflows and more.

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