Resource Center

Education Programs

CGS identifiers are invaluable in accurately identifying a financial instrument, processing income payments and bringing a high level of efficiency to front- and back-office functions. CGS's Education Programs have been specifically designed to help users understand the structure and application of the CUSIP system and are offered free of charge in Seminar and Webinar format.

CUSIP Global Services:
From A to Z

  • 1.

    Learn about the history behind the CUSIP system and how it has evolved with the market's needs.
  • 2.

    Understand the crucial role of standards within the capital markets.
  • 3.

    Listen to our experts talk about the value of CUSIP data and products, whether consumed directly or indirectly through a vendor.
  • 4.

    Explore the full range of asset class coverage, including syndicated loans, options, and hedge funds.
  • 5.

    Gain insight into the CUSIP issuance process and the technology behind it.
  • 6.

    Recognize the industry input and thought leadership that fuels the growth of CUSIP Global Services.

Online Learning Modules

Understand the role CGS identifiers play in a security's life cycle, gain in-depth knowledge on municipal and corporate securities, learn how corporate actions affect CGS identifiers, and hear about special asset classes, including medium term notes, 144A's, derivatives, syndicated loans and more.

There are six online modules available for your reference on our Solutions Center:

Upcoming Events


  • Boston, MA
    March 24-26, 2024

    ISITC Securities Operations Summit

    Join us at the 30th annual Securities Operations Summit with over 250 investment managers, custodians, brokers and dealers, and other forward-thinking vendors.

  • Boston, MA
    April 8-9, 2024

    FIMA US

    Join us at FIMA US, the world’s leading data management conference exploiting innovations in data analytics and science, AI, ML and Cloud.Hear from Scott Preiss, SVP, Global Head of CUSIP Global Services, in a panel on Improving ESG and Alternative Data Quality Through Analytics.

  • Philadelphia, PA
    April 18, 2024

    LSTA Operations Conference

    Join us for an afternoon coffee on CUSIP Global Services at the LSTA Operations Conference in Philadelphia.

  • New York, NY
    May 16, 2024

    North American Financial Information Summit

    We are thrilled to be an exhibiting sponsor at the North American Financial Information Summit, the largest and longest-running North American data conference for banks and asset managers looking to the future of data in financial services.

  • Singapore
    May 28-29, 2024

    AsiaFIC

    Visit our booth at AsiaFIC in Singapore where the Asian Pacific market data community will come together to discuss the issues and opportunities for our industry.

Education Programs

CGS identifiers are invaluable in accurately identifying a financial instrument, processing income payments and bringing a high level of efficiency to front- and back-office functions. CGS's Education Programs have been specifically designed to help users understand the structure and application of the CUSIP system and are offered free of charge in Seminar and Webinar format.

CUSIP Global Services:
From A to Z

  • 1.

    Learn about the history behind the CUSIP system and how it has evolved with the market's needs.
  • 2.

    Understand the crucial role of standards within the capital markets.
  • 3.

    Listen to our experts talk about the value of CUSIP data and products, whether consumed directly or indirectly through a vendor.
  • 4.

    Explore the full range of asset class coverage, including syndicated loans, options, and hedge funds.
  • 5.

    Gain insight into the CUSIP issuance process and the technology behind it.
  • 6.

    Recognize the industry input and thought leadership that fuels the growth of CUSIP Global Services.

Online Learning Modules

Understand the role CGS identifiers play in a security's life cycle, gain in-depth knowledge on municipal and corporate securities, learn how corporate actions affect CGS identifiers, and hear about special asset classes, including medium term notes, 144A's, derivatives, syndicated loans and more.

There are six online modules available for your reference on our Solutions Center:

Upcoming Events


  • Boston, MA
    March 24-26, 2024

    ISITC Securities Operations Summit

    Join us at the 30th annual Securities Operations Summit with over 250 investment managers, custodians, brokers and dealers, and other forward-thinking vendors.

  • Boston, MA
    April 8-9, 2024

    FIMA US

    Join us at FIMA US, the world’s leading data management conference exploiting innovations in data analytics and science, AI, ML and Cloud.Hear from Scott Preiss, SVP, Global Head of CUSIP Global Services, in a panel on Improving ESG and Alternative Data Quality Through Analytics.

  • Philadelphia, PA
    April 18, 2024

    LSTA Operations Conference

    Join us for an afternoon coffee on CUSIP Global Services at the LSTA Operations Conference in Philadelphia.

  • New York, NY
    May 16, 2024

    North American Financial Information Summit

    We are thrilled to be an exhibiting sponsor at the North American Financial Information Summit, the largest and longest-running North American data conference for banks and asset managers looking to the future of data in financial services.

  • Singapore
    May 28-29, 2024

    AsiaFIC

    Visit our booth at AsiaFIC in Singapore where the Asian Pacific market data community will come together to discuss the issues and opportunities for our industry.