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Waddell & Reed launches online CFP education programme for financial advisors


Waddell & Reed has partnered with the University of Georgia and Greene Consulting to provide an online opportunity for financial advisors to complete the Certified Financial Planner (CFP) qualification.

In addressing the process and standards of achieving CFP certification set by the Certified Financial Planner Board of Standards (CFP Board), Greene Consulting delivers a comprehensive and interactive educational platform to Waddell & Reed financial advisors through the University of Georgia’s Terry College of Business, one of the top business schools in the country.
Because this is a CFP Board registered educational programme, it fulfils the CFP Board of Standards’ educational requirement to sit for the CFP Certification Examination – a cooperative arrangement that ensures maximum flexibility and enhanced learning capability to better prepare advisors to eventually become CFP Professionals.
The self-paced online programme is available via Waddell & Reed University, a web-based learning management system dedicated to the ongoing professional development of the firm’s network of approximately 1,800 financial advisors and field leaders.
“One of our highest priorities at Waddell & Reed is fostering a culture of respect for the industry and respect for our clients and their financial aspirations,” says Bob Harris, assistant vice president of advisor training and education with Waddell & Reed. “We have expectations, as do our clients, for our advisors to provide superior comprehensive financial planning services at the highest level.”
“CFP certification is the most recognised financial planning certification in the financial services industry. The comprehensive examination assures the public that an advisor can apply and integrate a client’s financial needs in a real-world setting,” says CFP Board chief executive Kevin R. Keller. “This initiative puts Waddell & Reed advisors on the pathway to become Certified Financial Planner professionals.”

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