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Your One Stop Source for
Securities Operations Learning

Over the last few years, the need to streamline processes and keep pace with the rapidly evolving technology has become increasingly important to financial firms.  The role of the operations professional now requires a broader understanding of the securities industry and technology.

Securities Operations Forum (SOFORUM) recognizes the need to keep operations professionals informed on new trends, emerging technology and industry developments.  We will help keep your firm up-to-date whether you are on the buy-side, sell-side or involved in supporting the industry.

How do we help the operations community?

Training Classes - Geared towards operations professionals, taught by operations veterans. Choose from over 26 courses and join over 3,000 participants annually in our open enrollment classes.  

eLearning Courses - Perfect for professionals who can not attend our classroom seminars.  All of our eLearning courses have been developed in conjunction with ISITC experts and are based upon our years of experience in educating securities industry professionals. Each course is comprehensive and structured in modules so you can access them according to your own schedule.

Custom Training - Customized content that combines topics and/or tunes the focus to the specific needs of your group.  If you have several people who need to be trained, or if the list of courses offered do not cover the material you need, custom training may be the solution for you.

Conferences and Workshops - Your opportunity to keep abreast of the industry developments and the issues affecting your day to day business, while networking with your peers and exploring first hand the new products in the market.
Among the key issues covered:

  • Operational Risk, Clearing and Settlement Infrastructure, MiFD, Reference Data, Aggregation and Netting
  • Challenges facing your departments and integration between departments including: Reconciliations, Corporate Actions Processing and Compliance

Certifications and credentials - Designed to help you progress in the field of operations

SOFORUM is the perfect resource to supplement your knowledge and increase your versatility in the operations field.

 

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