dtcc learning
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DTCC LEARNINGTHE DEPOSITORY TRUST AND CLEARING CORPORATION
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ABOUT DTCC
For more than 40 years, DTCCs family of companies has helped
automate, centralize, standardize and streamline processes that
are critical to the safety and soundness of the capital markets.
Through our subsidiaries, we provide clearing, settlement and
information services for equities, corporate and municipal bonds,
government and mortgage-backed securities, money market
instruments and over-the-counter derivatives. In addition, we are
a leading processor of mutual funds and insurance transactions,
linking funds and carriers with their distribution networks.
Our mission highlights our commitment to the markets:
We protect our clients and financial markets and systems as
a whole. We leverage our scale and expertise to perfect a more
robust, unified infrastructure and promote solutions that
systematically reduce risks, amplify operating efficiency and
minimize cost.
DTCC Learning strategically supports DTCC corporate initiatives
and services our clients by providing learning solutions that
improve customer performance and satisfaction, reduce risk,
and amplify operating efficiencies.
For more information about DTCC Learning, contact us at 1 (888)
258-6393, or visit http://www.dtcc.com/products/training.
For more information on DTCC, visit www.DTCC.com.
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DTCC Learning offers comprehensive, fast-
track training for employees of financial
services organizations who are looking to
expand their expertise and abilities in using
the post-trade processing products and
services provided by DTCCs subsidiaries.
Our vision is to be a major component of
DTCCs strategy to drive out risk and cost in
an ever-expanding industry.
Our mission is to support DTCC corporate
initiatives by providing learning solutions
that improve customer performance and
satisfaction, reduce risk, and amplify
operating efficiencies.
WELCOME TO
DTCC LEARNING
DTCC LEARNING
With our learning tools and resources,
we can help your employees become more
effective at performing the critical tasks
that support your business. Our learning
products include:
Learning Centers
Hands-on simulations
Self-paced eLearning Instructor-Led Training
Quick Tips
Application Help
Webcasts
Podcasts
Documentation
Consultative Services
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JUST FOR YOU LEARNING
At DTCC Learning, one size does not fit
all learning is a partnership. We take a
consultative approach to meeting your
business needs by collaborating with you
to identify and address the opportunities
for improvement at your firm. We leverage
an extensive network of experienced
professionals and a comprehensive learning
architecture to design a solution unique to
your specific needs.
DTCC Learning offers a blended suite
of products and services that allows
individuals to target their specific needs
and learn in a variety of ways through
self-paced electronic resources such as
Learning Centers, system simulations and
eLearning modules, and live, expert-ledsessions including Webinars and traditional
classroom training.
Many of DTCC Learning courses are certified
by the Institute of Certified Bankers (ICB),
a subsidiary of the American Bankers
Association. All DTCC Learning Consultants
are ICB Certified Securities operations
professionals.
PERFORMANCE LEARNING
Learning is not a one-time event. Its
an ongoing process of performanceimprovement. DTCC Learning is committed
to reducing risk and improving the
operational efficiencies of your firm
throughout your relationship with DTCC
from onboarding through account maturity
ONBOARDING
Your partnership with DTCC Learning
begins at onboarding. When your firm
activates a new account in a product or
service of a DTCC subsidiary, DTCC Learningworks with you to ensure that your firm
has the required operational competencies
prior to activation. This is accomplished
through our New Account Validation
program.
JUST FOR YOU LEARNING
DTCC LEARNING
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CERTIFICATION
In 2006, DTCC Learning launched a
certification program for our customers,
which established standards of expertise
in the use of the products and services of
DTCC subsidiaries.
Certification gives you a tool to document,
measure and track the skills of your
employees. It also strengthens continuity
planning and fosters the growth of
institutional knowledge by providing you
with a map of where DTC-related skills
reside in your organization. Employees
with DTCC Learning Certifications are more
readily prepared to move among different
operational areas, reduce risk and make
lasting contributions at your firm.
The program begins with applicants
completing a self-assessment. This allows
potential candidates to gauge their level of
expertise. A dedicated Learning Consultant
examines every assessment and advises
the candidate as to how he/she can best
prepare for the exam, such as completing
specific eLearning modules and attending
a Certification Prep webinar. Candidates
are then given six (6) weeks to complete
the curriculum and prepare for the exam.
During the entire process, every candidate
has access to their Learning Consultant who
monitors their progress and offers advice
and remediation as necessary.
This industry credential offers you and
your team the opportunity to improve
performance, increase efficiency, and
gain a competitive advantage in the
marketplace.
CERTIFICATION
DTCC LEARNING
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Certification gives you a tool to
document, measure and track the
skills of your employees.
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EMPOWERING EMPLOYEES STAYING
COMPETITIVE
The financial services industry operates in
an environment that is constantly changingand growing ever more competitive. You
need a skilled workforce flexible enough
to learn new methodologies quickly and
thoroughly.
DTCC Learning has trained thousands of
financial services professionals, providing
them with the most up-to-date tools to
conduct their jobs with the highest degree
of expertise, be recognized as valuable
specialists in their areas, and help customerfirms increase efficiencies and drive down
costs.
SELF-PACED LEARNING
DTCC Learning maintains a full suite of self-
paced training options, available 24/7/365,
to provide learners with access to training
and information whenever and wherever
they need it. Our ever-expanding inventory
of self-paced learning resources consists of
a variety of interactive tools that engage the
learner, reinforce key learning objectives
and increase knowledge retention.
LEARNING CENTERS
Learning Centers represent a major
innovation in the way DTCC Learning
provides training. Organized by DTCC
Subsidiary business line, these learning
centers are the access points for all learning
tools available for a particular product or
service. Built using the industrys best
practice procedures for instructional
design, these centers allow you to quickly
find the information you need, at the exact
level you need. In addition to viewing and
registering for upcoming live webinars and
events through the Learning Centers, you
can access available self-paced learning
tools.
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INSTRUCTOR-LED TRAINING
As a supplement to self-paced resources,
we also offer live, instructor-led learning
opportunities. Comprised of seasoned
financial industry professionals with
extensive experience training customers
around the world, DTCC Learnings team
of Learning Consultants know what it takesto ensure optimal performance and are
committed to getting you there.
Instructor-led training is available over the
Web (webinars) or in a classroom setting.
Webinars are live, interactive sessions
using software that allows our Learning
Consultants to deliver hands-on training
over the Web. Learners in multiple locations
have the opportunity to ask the instructor
CONSULTATIVE SERVICES
Learning is personal. What are your
needs? Where are these opportunities
for improvement? What can your firm
do better? DTCC Learnings Consultants
can help you answer these questions, and
more importantly, take action. Through
the use of associate surveys, end-user focus
groups and executive interviews, DTCC
Learning Consultants analyze your specific
business needs and design custom learning
solutions that specifically target operational
knowledge gaps within the context of your
firms business model.
What about the bottom line? DTCC
Learning understands the value of your
investment in learning. We perform ROI
calculations on all of our programs and
provide you with the information you
need to objectively demonstrate bottom-line impact and make strategic learning
decisions in partnership with DTCC
Learning.
Our customized learning solutions
can range from securities industry
fundamentals for new hires to trouble-
shooting programs for more experienced
employees you have a need, DTCC
Learning has a solution.
CONSULTATIVE
SERVICES
questions, participate in exercises and
interact with one another as they would
in a classroom.
Classroom workshops are conducted
at DTCCs New York and Tampa offices.
Arrangements can also be made to offer
these sessions onsite at your location, fora fee.
Whether over the Web or in a classroom,
all levels of learners can benefit from
instructor-led sessions on subjects
ranging from an overview of the
securities industry to more advanced
topics on DTCC subsidiaries products
and services.
DTCC LEARNING
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CONTACT US AT DTCC LEARNING
Were here to help. For more information on our products andservices, including up-to-date listings of our suite of learning
resources, visit us at http://www.dtcc.com/products/training, or
contact us at 1 (888) 258-6393.
We may provide you with additional information about our products and
services from time to time. If at any time you wish to be removed from our
distribution list, please send an email to [email protected].
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www.dtcc.com09/11
The Depository Trust and Clearing Corporation