While you are building your business at Waddell & Reed, you'll gain additional professional
acumen designed to help you maximize your success. Because we recognize that learning
is most effective in a real world context, our programs are timely and applicable
with relevant information layered progressively.
Our advisors come to us from a broad range of sectors within our industry and with
varying years of experience. With this in mind, we provide a customizable learning
system. From mainstream issues to more complex and specialized topics, our professional
development programs enable you to enhance your knowledge base as needed.
eLearn - Learning Management System
Easy access to learning resources is vital. Waddell & Reed’s eLearn system
provides web access to a library of more than 500 self-paced courses and live
webinars. Learning paths direct you through a sequence of topics on financial,
investment, retirement and insurance planning and eLearn automatically tracks
your progress. eLearn also provides access to the regulatory mandated FINRA Firm
Element courses. The eLearn library is expanded and updated regularly to keep
pace with your learning needs.
Increase your level of professional competency with designations. Waddell & Reed
offers financial support by providing reimbursement up to 100 percent based on
qualification levels for certain professional designations, such as CMFC®, CFP®
Securities Registrations and Continuing Eduction (CE) Resources
Waddell & Reed has partnered with several vendors to offer discounts on study
and exam preparation materials. Additionally, you’ll have access to a library of
courses that provides CE towards designations such as CMFC, CFP, ChFC and CLU.
We also provide FINRA CE and financial support for third party CE courses based
on certain renewal fee guidelines and qualification levels.
Choice Advisors' Forum
This meeting brings together the company’s advisors from across the country. It
provides an opportunity to network and collaborate with colleagues, talk with subject
matter experts in the areas of financial planning, risk management and investment
sales and hear investment insights from our portfolio managers.
Getting Paidd™ Sales Dvelopment Program
This permission-based sales skills program helps you address sales challenges, apply
an effective system of communication, master a discovery process, manage the
decision process and gain psychological insights to enhance the dynamics of the buyer/
seller relationship. The program also includes follow-up sessions to reinforce skills.
Quality Intros Referral Gathering Program
Quality INTROs is a professional process for generating quality leads in a relationshipfocused
business. It offers a step-by-step procedure that allows you to escalate your
productivity and vastly expand your sphere of influence through low pressure, quality
introductions designed and tested to help achieve results.
Career Enhancement Conferences (CEC)
As a more seasoned financial advisor, you will have the opportunity to attend higher
level professional development events. Conducted by home office subject matter
experts, field leaders and other industry experts, these conferences and workshops will
enhance your skills and knowledge in areas such as practice management, advanced
financial planning and personal marketing.
Leadership University builds the skills needed for a leadership role and lays out a clear
career track for those interested in all levels of management. The program also assists
field leaders in developing skills, knowledge and leadership competencies. Programs are
delivered at regional and national conferences and through scholarship supported programs.
Our learning paths answer the question, “How do I learn to deliver financial planning,
investment planning, insurance planning and retirement planning?” As you follow the
paths, you’ll progress from foundational information to deeper layers of knowledge
and skills. The series of recorded sessions provide concise, practical content about
Waddell & Reed’s products and services that you can access at your convenience.