Securities Industry Products and Services

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Product/Service
Brief Description
Brokerage Industry Basics: The role of Operations in retaining brokers and customers

All the materials for you to deliver a 7-hour instructor-led class to new employees in your broker-dealer. Includes scripted Leader's Guide, Participant Workbook and Visuals, all in Word or PowerPoint file formats.

Generic or customized.

Customized by Corporate Training Partners or your in-house team.

Delivered by Corporate Training Partners or your in-house team.
Introduction to Mutual Fund Operations A 3-hour add-on module to Brokerage Industry Basics.
Customized Course Design & Development Bring the unique combination of 18+ years experience in the securities industry and instructional design expertise to your broker-dealer or mutual fund company.