Waddell & Reed

Professional Development

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.

Professional Designations

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® and ChFC®.

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

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.

Learning Paths

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.

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We've designed a results-based development system that leverages your success and industry acumen to create meaningful competitive advantage.