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Optimize Your Practice

More learning opportunities lead to more success

Enhance your skills

Once you've completed the necessary training to reach key milestones in building your practice, you'll begin to focus on optimizing your practice. We believe it's important to invest in your professional growth and business development throughout your career.

You'll have the opportunity to participate in additional training at the Edward Jones training facilities in Tempe, AZ and St. Louis, MO, such as Profitability Development Program (PDP), Break Through and Foundations.

  • Profitability Development Program (PDP) is a three-day course taught by home-office trainers with the assistance of a veteran Financial Advisor. Classroom instruction, along with interactive exercises and phone sessions, will help enhance and refine skills used in appointment and phone contacts.
  • Break Through is a two-day class focusing on skills you need to build a successful Edward Jones office. It's led by our Branch Training department, with veteran Financial Advisors providing feedback.
  • Foundations provides branch teams with the knowledge and skills to deliver an ideal client experience. The class focuses on deepening relationships to better serve client needs and enhancing teamwork efficiencies to increase branch performance

Workshops to advance your knowledge

These help you improve your technical, business development and management skills, paralleling your growth through your career at Edward Jones. Some classes are conducted in one of our headquarters' training centers; others will be available locally. Our ongoing training program is recognized as one of the best in the industry. It's designed to help you take your business to a higher level by enhancing the knowledge and skills needed to better serve your clients and run your branch office more efficiently.

Ongoing training is crucial to your development as a Financial Advisor. You're expected to participate in these specialized activities so that you can continue to optimize your practice and provide an ideal experience for all clients.

Please Note: The training information provided is for illustrative purposes and is subject to change. Please check with your Edward Jones Talent Acquisition team member if you have specific questions about the details and timing of your training.


Other training we provide

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