For new offices, we arrange a customised training day, which covers helpful topics such as account opening, gathering assets, client reporting, fee and commission processing, marketing, compliance, and an introduction to the Raymond James systems.  Aside from learning valuable information, we also give you the opportunity to meet the teams who will be supporting you in the background.

As and when you are ready to hire new staff, they too can attend a training session. These are held on a monthly basis and are designed specifically for new hires at existing practices who work with us. This provides your new staff member an opportunity to put faces to names, and to get a comprehensive understanding of the middle office support we can provide.

Our Training team also provides valuable support on the Raymond James Trading and Rebalancing system.

Our comprehensive training support includes:

Your systems set up call

Typically held after your training day, when you have been set up as a new systems user our Training team will schedule an online session with you to configure your screens whilst providing you with a personalised systems refresher.

First trade support

We understand that placing your first trades can be daunting. Therefore, we recommend you reach out to our Training team when you are starting to trade. The team will guide you through the process supporting you every step of the way.

Follow up training

After your first client accounts have been opened, your Relationship Manager will organise an on-site visit to your office along with the Training team to provide the next level of detail you will require.

Ongoing training

The Training team are always on hand to provide refresher training as and when you require it by phone, email, via Zoom, WebEx or in person. We also have comprehensive systems guidance on the Raymond James Portal™, allowing you to access systems tips and instructions as and when you need them.

Monthly Tech Savvy sessions

These are bitesize sessions hosted by the Training team and designed to help you leverage the latest Raymond James technology, enhancements, and tools to improve efficiency and grow your practice. Each month features a new topic and an opportunity to join and participate in an online webinar.

Trading efficiency

The Training team is also able to offer advice and best practice ideas to ensure you have the optimal workflow.


Raymond James also offers online learning tools through Raymond James University. Aside from offering courses in a wide variety of topics such as professional ethics, anti-money laundering and regulatory updates, there are introductory courses covering the basics of investments. These latter courses are particularly helpful to those wealth managers who have associates new to the financial services industry.

Email the Training team

Find out more about how Raymond James can support you in setting up and growing your practice:

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>> Transition

>> Relationship Management

>> Compliance

>> Marketing

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