E-Learning Courses

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. The courses will take approximately two to four hours to complete. Once enrolled you are given 45 days to complete the course.

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 (3.5 CSOP credits)

Learn more, see demos, and enroll (click here)

Course 2: Unclaimed Property (2.5 CCTS or CSOP credits)

Learn more, see demos, and enroll (click here) 

Course 3: Preparing for the Annual Meeting (3.5 CSOP credits)

Learn more, see demos, and enroll (click here)

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.


Recording of the SSA Education Seminar with Transfer Agent Senior Executives

On Tuesday, October 9, 2018 the SSA hosted an educational seminar at Battery Gardens located in Battery Park, New York City. For the first time, senior executives from the five principal transfer agents discussed the current state of the transfer agent business and where the industry is heading.  Topics included new technology, proxy, SEC regulations, unclaimed property, the shrinking of the shareholder base, and more.

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