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Pro 2 Pro Training Home

Innovation, education, and collaboration have long been pillars of PensionPro's mission. We now bring them to life in a new and interactive way - our P2P Training Institute. This institute offers a wide range of education and training options to help the TPA community interact face-to-face with PensionPro staff, industry experts, and their peers.

Security Awareness
Training For TPAs

When it comes to cyber security, your people are the most important player. Security awareness training will teach your employees to understand the cyber risks and threats in their everyday environment. In our ever-evolving cyber world, security training is no longer optional. Available for ASPPA and NIPA CE credit.

Cost: $145/attendee

Date: January 8, 2019 at 2pm EST

Registration Closes: January 7, 2019

Year-End Online
Prep Course

The Year-End Prep Course is an online training meant to bring your year-end into focus. This 2-hour course will go through a year-end collection to cross-check your processes. We'll cover the "need-to-know" items for year-end collection.

Cost: $225/firm

Date: December 11, 2018

Registration Closes: December 11, 2018

PensionPro 101
Online Training

PensionPro 101 is an online introduction to the system. This two-day session is perfect for new clients of PensionPro, a new person in a firm that has been using PensionPro, or, a user just wanting to brush up on the basics.

Cost: $650/up to five registrants

Date: December 18 - 19, 2018

Registration Closes: December 18, 2018

In-Office Sessions

PensionPro Consulting brings all the benefits of customized, inidividual training, directly to you and your team. Have a Pro travel to you, or join us via video calls, for one-on-one help on any aspect of the system, from implementation to restructuring.

Cost: Get a Quote

Date: Pick a Date

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PensionPro is located within a few miles of the Harrisburg International Airport and Harrisburg Amtrak Station. Hotel accommodations are available within walking distance.

The P2P Training Institute is equipped with a full kitchen, lounge area, conference rooms, single office suites and complimentary parking. There are numerous lodging, dining, and entertainment options within walking distance or just a short drive away.

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