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 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.

Waddell & Reed University (W&R U)

W&R U is an online university that provides web access to more than 700 self-paced courses, live interactive webinars and a variety of curricula targeted to meet you at various stages of your career. Designed to build layers of knowledge and skill, W&R U allows you to create personalized learning paths to support your areas of interest and address your practice’s unique needs. Content is expanded and updated regularly and includes required FINRA Firm Element courses and other required training as well as a comprehensive, online CERTIFIED FINANCIAL PLANNER™ (CFP®) curriculum.


As one of the nation’s oldest financial services firms, we believe it imperative for you to have training tools that prepare you to provide superior financial planning services. To that end, as part of W&R U we offer a comprehensive, online CFP Board registered educational program. It fulfills the CFP Board of Standards, Inc. educational requirement for you to sit for the CFP® Certification Examination. This program is offered in partnership with the University of Georgia and Greene Consulting.

Professional Designations

Increase your level of professional competency with designations. Waddell & Reed offers financial support by providing reimbursement up to 100% 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 gain investment insights from our portfolio managers.

Sales Development Program

Waddell & Reed’s sales approach encompasses permission-based sales skills. You may participate in sales skills programs that help you address challenges, apply effective systems of communication, master a discovery process, manage the decision-making process and gain psychological insights to enhance the dynamics of your client/advisor relationships.

Quality Intros Referral Gathering Program

Quality INTROs is a professional process for generating quality leads in a relationship-focused business. It offers a step-by-step process that allows you to escalate your productivity and vastly expand your sphere of influence through low pressure, quality introductions.

Career Enhancement Conferences (CEC)

As a more seasoned financial advisor, you may 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.