Learning Resources
Training & Education
WTS Financial is committed to helping advisors grow in knowledge, leadership, and the ability to serve families at a higher level. Access courses, recordings, and platform resources below.
Lux Learning
The primary WTS learning platform. Curated courses for new advisors, product education, and ongoing development.
Open Lux LearningTraining Recordings
Company calls, leadership updates, carrier trainings, and video resources organized in a shared folder.
Open RecordingsWTS Financial Calendar
Company trainings, Bible study, carrier calls, leadership events, and important deadlines.
View CalendarAgent Handbook
Standards, culture, expectations, and conduct guidelines for every WTS representative.
Open Agent HandbookAdvisor Portal
The full advisor portal with carrier resources, in-depth product materials, underwriting guides, and operational support tools.
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