Baird
Founded in 1919, in Milwaukee, Wisconsin, Baird has provided trusted financial advice and services through changing market cycles and across generations. Today we serve individuals, families and public entities throughout the United States as well as corporations and institutions around the world.
Operations Service Excellence
Associates who have earned their Operations Service Excellence achievement have attended a 7-course series and invested more than 15 hours in learning, applying and demonstrating the principals of providing superior client service at Baird. Course work included:
The Industry and Baird
Navigating Baird
How ...
Wealth Management: Planning Essentials
The Wealth Management: Planning Essentials achievement is earned by associates who have learned the foundational aspects of financial planning by completing the following: Prerequisite: Securities Industry Essentials , Series 7 and 66* Licenses Introduction to Delivering the Baird Wealth Management Experience: The course provides an interactive, ...Wealth Management: Planning Essentials II
The Wealth Management: Planning Essentials achievement is earned by associates who have learned the foundational aspects of financial planning by completing the following: Prerequisite: Securities Industry Essentials , Series 7 and 66* Licenses Introduction to Delivering the Baird Wealth Management Experience: The course provides an interactive, ...