eLearning
Welcome to the eLearning Center. New associates as well as seasoned shareholder services professionals are encouraged to enroll in our online courses. This web-based training is free for members and available for a nominal fee for non members.
Audio, video and graphics illustrate key concepts and give students an opportunity to test their comprehension through individual module quizzes. A post test is provided at the end of the course. Those that successfully complete the course will earn an SSA Certificate of Completion, suitable for framing.
Course 1: Introduction to Shareholder Services
This course is an excellent overview of the many dimensions of the industry and its regulatory framework. It is perfect for those new to the industry and for those who want to keep up to date on the rapidly changing environment in which we operate.
Topics Covered | Demo
Continuing Education Credits: 3.5 CSOP credits.
Course 2: Unclaimed Property
"Unclaimed Property" is an overview of many aspects of unclaimed property processing and the services needed to address these important requirements. The course, developed by the Association along with some of the industry's premier service providers in this field, effectively outlines the risks and need for achieving compliance in the world of abandoned property.
Topics Covered | Demo
Continuing Education Credits: 2.5 CCTS or CSOP credits.
Course 3: Preparing for the Annual Meeting
Every public company in the United States is required to hold a meeting of shareholders at least once each year. This course is designed to walk you through an overview of this important corporate governance process as well as provide you with the tools and resources to assist with the planning and production of an annual meeting.
Topics Covered | Demo
Continuing Education Credits: 3.5 CSOP credits.
Group Discount
Companies enrolling 10 or more students should contact Karen Danielson for group discount information.
Continuing Education Credits
The American Bankers Association Institute of Certified Bankers has approved the courses for continuing education credits. ICB members should submit their credits electronically at ICB Member Services.