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Waddell & Reed Partners with University of Georgia to Offer Online CFP® Education Program to Its Financial Advisors

August 28, 2014

OVERLAND PARK, Kan.--(BUSINESS WIRE)-- Waddell & Reed, Inc., one of the nation’s oldest asset management and financial planning firms, recently unveiled a new opportunity for its national network of financial advisors to complete the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification. In partnership with the University of Georgia and Greene Consulting, Waddell & Reed is now providing a comprehensive, online CFP® curriculum to its advisors.

In addressing the rigorous process and standards of achieving CFP® certification set by the Certified Financial Planner Board of Standards, Inc. (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 program, it fulfills the CFP Board of Standards, Inc. 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 program 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,” said 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.”

Professional designations serve an essential, two-fold purpose: they signal a strong commitment to an advisor’s career while representing accomplishment and expertise within the financial community. The CFP® certification is especially important for advisors looking to enhance their value to clients in an increasingly competitive industry.

“CFP® certification is the most recognized 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,” said CFP Board CEO Kevin R. Keller, CAE. “This initiative puts Waddell & Reed advisors on the pathway to become CERTIFIED FINANCIAL PLANNERTM professionals.”

About Waddell & Reed

Founded in 1937, Waddell & Reed, Inc. provides investments and financial planning services to clients throughout the United States through its network of nearly 1,800 financial advisors. Waddell & Reed, Inc. also serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolios, Inc. and InvestEd Portfolios, Inc. It is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which had firmwide assets of approximately $136 billion in total assets under management at June 30, 2014. Learn more at

About Greene Consulting

As a leading provider of consulting and training in the financial services industry since 1979, Greene Consulting has over three decades of experience dedicated solely to the financial services industry. In addition to working with the leading firms in the industry, Greene Consulting also collaborates with some of the top universities in the nation to offer programs that provide proven approaches that deliver results. Learn more at

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Source: Business Wire

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