TD Ameritrade Offers Professional Development Tools for RIAs

The learning management system is designed to help advisers enhance their expertise and develop the skills of employees, the company said.   

Advisor Education will allow advisers and their employees to access educational tracks in the areas of investment and planning strategies, practice management, technology, and operations. Advisers can track staff learning activities, participation and progress. In addition to expanded education resources and tools, advisers will have access to TD Ameritrade Institutional Solutions Consultants, who can assist in the development of human capital strategies.

Spearheading the program will be Tess Kristensen, named Dean of Advisor Education by TD Ameritrade Institutional.

“Advisers need continued education to maintain credibility and add value for their clients. However, advisers are often paralyzed by disparate offerings and have difficulty assessing the quality of programs,” said Kristensen. “By bringing best-in-class courses, tools and content all together in one place, and by leveraging our internal expertise developing human capital for our advisers’ benefit,  TD Ameritrade Institutional demonstrates a commitment to helping RIAs.”

Kristensen will be responsible for the educational content available on the Advisor Education platform. Content can be searched through an online catalog and be accessed through a variety of channels including computer-based training, whitepapers, Webcasts, and seminars. The resource center will be made available this quarter and is intended to continually evolve, with its future growth driven by advisers’ needs, according to the company.