Welcome to the Equities Clearance New Learner Training Section

This section is dedicated to the new learner who is looking to advance their knowledge and skills in the topics and tasks involved in the post-trade processing of the products, services, and systems provided by the National Securities Clearing Corporation, namely around the Automated Customer Account Transfer Service (ACATS), Continuous Net Settlement (CNS), the Cost Basis Reporting Service (CBRS). DTCC Limit Monitoring, Exchange Traded Funds (ETF), obligation Warehouse (OW), and Universal Trade Capture (UTC). 

In this section prospective learners are introduced to the typical learning paths that are recommended by DTCC™ Learning to master prior to utilizing any product, service, or system.

Your journey here should be the result of a comprehensive learning needs analysis that determines the business context in which your knowledge and skills should be built.  If this is not the case, please contact fixed income securities subject-matter training experts at This email address is being protected from spambots. You need JavaScript enabled to view it. at DTCC Learning before getting started.

Before you begin, please note that the learning solutions contained herein assumes prior securities industry experience, basic knowledge of financial products, a familiarity of securities processing, as well as knowledge gained from the prerequisite courses contained herein.