Client Education

BNY Mellon provides a team of dedicated resources for our clients' continuous education. The Institute for Client Education provides access to a number of topics in a variety of learning methods targeted for all levels of your organization.

Our strategic education approach allows you access to our global subject matter expertise on a wide array of product, regulatory and industry trends in today's evolving financial markets. This education model is centered on our Client Learning Management System (CLMS) — an online tool that provides you with all the educational opportunities available to you.

From your office, you can login to view and register for opportunities available in our series of webinars, local seminars, on-site delivery opportunities and customized programs. In addition to the view and registration features, our CLMS allows you self paced study via on-line learning modules and the ability to view transcripts and print certificates to support Continuing Professional Education credits. We continuously seek to broaden our offerings to deepen our relationships with our clients.

BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally.

Products and services may be provided under various brand names and in various countries by subsidiaries, affiliates, and joint ventures of The Bank of New York Mellon Corporation where authorized and regulated as required within each jurisdiction, and may include The Bank of New York Mellon, One Wall Street, New York, New York 10286, a banking corporation organized and existing pursuant to the laws of the State of New York and operating in England through its branch at One Canada Square, London E14 5AL, England. Registered in England and Wales with FC005522 and BR000818. Supervised and regulated by the New York State Department of Financial Services and the Federal Reserve. Authorized by the Prudential Regulation Authority. Subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority of the United Kingdom (and any successor regulatory entity). Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. Not all products and services are offered at all locations.

Material contained within this presentation is intended for information purposes only. It is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter, and is not to be used as such. To the extent this presentation may be deemed to be a financial promotion under non-US jurisdictions, they are provided for use by professional investors only and not for onward distribution to, or to be relied upon by, retail investors.

No statement or expression is an offer or solicitation to buy or sell any products or services mentioned. This presentation is not intended for distribution to, or use by, any person or entity in any jurisdiction or country in which such distribution or use would be contrary to local law or regulation. Similarly, this presentation may not be distributed or used for the purpose of offers or solicitations in any jurisdiction or in any circumstances in which such offers or solicitations are unlawful or not authorised, or where there would be, by virtue of such distribution, new or additional registration requirements. The contents may not be comprehensive or up-to-date, and BNY Mellon will not be responsible for updating any information contained within this presentation.

BNY Mellon assumes no liability whatsoever (direct or consequential or any other form of liability) for any action taken in reliance on the information contained in this presentation. Any unauthorized use of material contained in this presentation is at the user's own risk.

The views expressed herein are those of the speakers only and not those of BNY Mellon or any of its subsidiaries or affiliates.

This program is not to be reproduced in whole or in part without the authorization of BNY Mellon.

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