Learning Resources

At Waddell & Reed, we understand that advisors acquire knowledge and skills in a variety of ways within a host of learning environments. In the technology training arena, advisor learning is accelerated when interactive and self-directed resources are coupled with one-on-one coaching and mentoring. Recognizing this, we fully customize a training agenda based on your needs and preferences. This tailor-made plan ensures learning is "just in time."

eLearn

eLearn, our Learning Management System (LMS) from Pinpoint Global Communications, offers you a virtual classroom delivered via the Internet. eLearn includes live sessions with real-time application-sharing as well as pre-recorded interactive multimedia events. Each session shows you how to effectively utilize a particular application such as NetExchangePro, SmartOffice Premier, INVESTMENTPlan or Profiles Professional. In addition, eLearn records your progress, allowing you to quickly and easily identify training sessions you have already completed.

eLearn is a key resource for our advisors, providing a user-friendly experience not only in the area of technology training, but with respect to continuing education and professional development as well.

Tax Facts and Field Guide

From The National Underwriter Company, Tax Facts and Field Guide provides an up-to-date resource for issues surrounding the tax implications of your clients' investments. With essential references covering investments, insurance, annuities, charitable giving, education funding, retirement plans, employee benefits and more, Tax Facts and Field Guide provides expert answers and makes it easy to find what you need. This online service includes a wide array of calculators, comprehensive charts and detailed alerts to support a variety of financial planning issues.

Forefield Advisor™

Forefield Advisor™, from Forefield, Inc., is a sales, education, and client communication tool that enables you to deliver current, concise and compliant information to your clients while saving you valuable research time. This robust application provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 200 interactive calculators and over 400 presentations. Resources are organized by 17 life events and 10 financial goals.

Forefield Advisor™ allows you to:

  • Receive e-mail alerts on a variety of topics including recent legislation and industry changes, market events and sales opportunities.
  • Create marketing presentations across a variety of financial planning topics that are easily customized.
  • Explain complicated planning strategies and financial concepts using consumer friendly materials.
  • Fulfill your continuing education requirements using Forefield's CE Service.
  • Create customized, FINRA-reviewed, and fully branded newsletters for clients, including both PDF and HTML e-mail versions.

Waddell & Reed's innovative suite of technology, responsive service and flexible resources seamlessly combine to make your challenging job a little simpler. We believe that with this added efficiency comes the ability for you to provide more sophisticated and focused client service. We give you the right tools, ensure you understand how to maximize their power and help you keep them running smoothly. When technology is done right, it makes all the difference.