NORTHFIELD, Vt. — Norwich University announced a partnership with Raymond James’ Advisor Mastery Program (AMP), the firm’s new financial advisor training program for financial advisors to receive additional academic credits through Norwich University.

This new partnership, made possible through an existing relationship between Raymond James’ talent acquisition team and The Veteran Initiative (TVI), a nonprofit 501(c)(3) military employment organization, is the first-of-its-kind, said Emily Howell, vice president of executive education at The Veteran Initiative.

“AMP remains dedicated to attracting new financial advisors and providing a clear path to success, and this new partnership and offering is another testament to this commitment,” said Matt Ransom, vice president of new financial advisor development at Raymond James. “This partnership provides a unique benefit, not only for military veterans interested in financial services, but also for anyone outside of the military who wants to build on the foundation they went through in AMP and pursue their MBA.”

“This partnership provides a unique benefit, not only for military veterans interested in financial services, but also for anyone outside of the military who wants to build on the foundation they went through in AMP and pursue their MBA.”Matt Ransom, vice president of new financial advisor development, Raymond James

Through this partnership, AMP advisors who complete the program and licenses to practice will qualify for the equivalent of Norwich University’s graduate course in Investment Portfolio Management (the equivalent of six graduate-level credits) which can be applied toward earning a Graduate Certificate, “Investment Management Professional” by taking just one additional online graduate course in Managerial Finance with tuition costs being covered by the Raymond James employee tuition reimbursement program. Once the Graduate Certificate is earned, a financial advisor trainee also has the ability to complete the full MBA degree by taking only four more online classes. For eligible military veterans, the GI Bill can be used to cover the MBA program’s costs.

“Norwich University can build on our long and rich history of educating military leaders and preparing students for career growth through this partnership, which offers unique educational opportunities to veterans and financial services professionals,” Norwich University College of Graduate and Continuing Studies Dean William Clements said.

“We were excited to work with Raymond James and Norwich University to help develop this first-ever hybrid corporate career and higher education Graduate Certificate and an MBA degree,” Howell said. “With this first-of-its-kind, world-class opportunity, we believe the future looks very bright for new financial advisors at Raymond James, including those from the military community.”

Opportunity for veterans and nonveterans

Norwich University, based in Northfield, Vermont, offers undergraduate and graduate degree programs through in-person and online coursework. As the oldest U.S. private military college and the birthplace of ROTC, Norwich University is focused on providing higher education opportunities for military members and veterans, a group that remains a key focus for Raymond James AMP, too.

“This is an incredible opportunity for both veterans and nonveterans enrolled in AMP to benefit from the longstanding tradition of excellence epitomized by a Norwich education,” said Ed Sudzina, Raymond James & Associates complex manager and a co-chair of the firm’s veterans inclusion network. “This partnership further elevates the exceptional coursework and hands-on education Raymond James already offers its newest advisors.”

Justin Kissner, financial advisor and AMP graduate, said, “The partnership reflects Raymond James’ continued dedication to supporting the growing veteran culture. This program will allow Raymond James to stand out from industry peers and showcases their commitment to being a place where veterans can feel welcome, be challenged, and have plenty of opportunities to excel.”

AMP is a holistic, award-winning* training program for new financial advisors. The selective program assists motivated participants in reaching professional milestones and acquiring necessary licenses while earning a competitive salary in a supportive environment. Through a combination of distance learning, apprenticeship with senior advisors, one-on-one coaching and education sessions, the comprehensive, 24-month training program is designed to position new financial advisors for success.

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About Raymond James Financial Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,300 financial advisors. Total client assets are $1.13 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at

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About Norwich University
Norwich University is a diversified academic institution that educates traditional-age students and adults in a Corps of Cadets and as civilians. Norwich offers a broad selection of traditional and distance-learning programs culminating in baccalaureate and graduate degrees. Norwich University was founded in 1819 by U.S. Army Capt. Alden Partridge and is the oldest private military college in the United States. Norwich is one of our nation's six senior military colleges and the birthplace of the Reserve Officers’ Training Corps (ROTC).

About Norwich University’s College of Graduate and Continuing Studies
Norwich University’s College of Graduate and Continuing Studies (CGCS) builds upon the institution’s 200-year academic heritage with innovative online programs. CGCS offers master’s degrees in a variety of areas; bachelor’s degree completion programs; graduate certificates; and continuing education opportunities. The programs are recognized throughout the industry for their rigor, small class size, high student satisfaction and retention.  

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About the Wealth Management Industry Awards
Wealth Management 2018 Industry Awards The Wealth Management Industry Awards are based upon completion of a nomination application. For the 2018 awards, more than 600 entries were received from nearly 250 companies. Firms nominate their initiatives created to help advisors better do their jobs. Firms can submit their initiative nominations for one of 19 award categories, some of these award categories include subcategory awards. A panel of 11 industry professionals which includes individuals from industry publications, industry consulting firms and brokerage/advisory firms are selected to vet the finalists and vote on a winner or winners for a particular category or sub-category award. The Broker/Dealers 1000 or More Advisors Awards are subdivided into seven subcategory awards including Corporate Social Responsibility/Diversity, Practice Management, Technology, Service, Transition Support, Social Media Leadership and Thought Leadership. This award is bestowed by an independent third party not affiliated with Raymond James. Raymond James has not paid a fee in exchange for this award. This recognition is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

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Daphne Larkin
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