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

eLearn, our Learning Management System (LMS) from Pinpoint Global Communications, offers you a virtual classroom delivered via the Internet. eLearn provides live sessions with real-time application-sharing as well as pre-recorded interactive multimedia events. Sessions include technology instruction, product education, business-building activities and more. This online tool makes it simple to track your progress so you can easily see those sessions you have already completed.

Securities Registrations and Continuing Education Resources

Waddell & Reed provides scholarship support reimbursement up to 100% for professional designations, such as: CFP®, CMFC®, ChFC®, CLF® and CLU®, as well as payment of certain renewal fees. We have partnered with several vendors to extend discounts on study and test preparation materials to assist you.

"Getting PAIDD" Sales Development Program

A sales skills program to help advisors 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 a follow-up series of weekly, web-based sessions for three months following the initial training.

Quality INTRO's

This program 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 advisor, you will have the opportunity to attend various CEC events. Conducted by home office and field leaders, as well as other industry experts, these conferences enhance advisor skills and knowledge in such areas as practice management, advanced financial planning and personal marketing. Within the personal marketing realm, you will be exposed to our proprietary prospecting method that focuses your target marketing efforts and ensures you have the ability to associate with potential clients with whom you have a core connection.

Leadership University

This program is offered to assist field leadership in developing their skills, knowledge and leadership competencies. Programs are delivered at regional and national conferences, as well as through scholarship supported programs. Leadership University is also designed to help build the skills needed to be promoted into a leadership role and lay out a clear career track for those interested in all levels of management.

Advisor support, first and foremost. We deliver on the promise by following this mission: Team, Results, Accountability, Communication, Knowledge - a constant reminder to stay on the right TRACK. Every campaign, program, meeting and project is viewed through this lens and measured against its spirit. It has become our compass.