About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software for advisors. Envestnet | Retirement Solutions provides an integrated platform that combines leading practice management technology, research, data aggregation and fiduciary managed account solutions.

More than 59,000 advisors and 2,900 companies including: 16 of the 20 largest U.S. banks, 39 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences and help drive better outcomes for enterprises, advisors and their clients.

For more information on Envestnet, please visit www.envestnet.com and follow @ENVintel.

About the Program

Envestnet Institute On Campus aims to build a bridge between colleges/universities and investment management by training talented young individuals and positioning them for employment across various areas of the industry. Our goal is to train 5,000 students from multiple academic institutions across the United States over the next five years. Students will benefit from relevant, broad-based, practical training on investment management. The program is made possible through a collaboration between Envestnet, Fiserv and DAKdirect.

“What’s in it for me as a student?”

The field of wealth management continues to be a competitive landscape for hiring. Envestnet Institute On Campus will:

• Provide an understanding of the ever-changing products and technologies
• Give you an understanding of the current global landscape of the business
• Keep you current with timely updates and information
• Inform you of the current job possibilities within the industry
• Provide you with the tools needed to allow you to converse intelligently
• Give you insights to help you interview well
• Set you apart from your peers by having the completion of this course on your resume and LinkedIn account

All of this information is meant to be additive to what you are learning in school and to give you an edge when seeking a job. As one employer has stated, “students have a leg up just by knowing the products and industry terms and definitions alone.”

In the below video, hear directly from program alumni about some of the different channels of learning the course offers as well as what they gained from participating in the course.

Program Highlights

Up to 25 scholarships for selected institutions to offer students interested in investment advisory with a focus on managed money solutions. There is no cost to the institution, and students are chosen at the university’s discretion. Flexibility for students through a self-paced eLearning environment. Job search support via inclusion of resume in the Envestnet Institute database, which is accessed by various wealth management firms. Optional learning modules and webcasts are available in addition to the required content.

Program Syllabus

The program consists of seven classes, two white papers, and optional podcasts. Several supplementary documents will also be provided to students. The classes described below are also being conducted by the Money Management Institute to train employees currently working in investment advisory and managed solutions. These classes have been deemed beneficial to both new hires and seasoned professionals.

EIOC-100: Introduction to the Investment Advisory Industry This class introduces concepts, terms, and definitions relevant to the managed solutions space within the financial services industry. It includes an overview of popular investment vehicles; discussions on the roles of advisors, plan sponsors, and fiduciaries; and a review of licensing and designations. This class is suitable for both newcomers and those needing a refresher on the industry. Estimated time to complete, with test: 50 minutes

EIOC-101: Basics of Investing This class covers portfolio construction to meet client objectives. It includes an in-depth look at developing an investment strategy and the concepts of strategic and tactical allocation, active and passive management, top-down and bottom-up approaches to security selection, fundamental versus technical analysis, asset diversification, and risk mitigation. Estimated time to complete, with test: 50 minutes

EIOC-102: Evolution of the Managed Solutions Industry One of the most popular in-person classes, this includes a comprehensive review of each managed investment solution: how it began, how it operates, why it is popular, and its future growth potential. A case study in unified managed accounts highlights construction and the use of an overlay manager. Estimated time to complete, with test: one (1) hour

EIOC-200: The Sales Process and Client Interview How do investors transition from prospects to clients? This class presents best practices for building successful advisor-client relationships, including client profiling, addressing investment risks and rewards, goal setting, and creating investment policy statements. Two case studies are included, covering the challenges of saving for children’s college educations and dealing with the complexities of Social Security distributions. Estimated time to complete, with test: one (1) hour

EIOC-201: Baby Boomer Investing With more than 76 million American baby boomers in the population today, the financial services industry remains challenged in terms of better serving the needs of this segment of investors. This class focuses on what today’s investment professionals need to know about baby boomers to help them best prepare for the stages of retirement. Estimated time to complete, with test: 45 minutes

EIOC-202: Technology to Service and Support Managed Solutions This class is a comprehensive look at the technology today’s advisor needs to manage his or her practice. It covers the evolution of various advisor technologies, and the different tools and/or systems that comprise the advisor’s platform to enable prospecting, client profiling, and client relationship management. Estimated time to complete, with test: 50 minutes

EIOC-203: The Unified Managed Household And What it Means to the Financial Advisory Business Technology is evolving quickly to keep up with the demand for comprehensive advice. Rather than focus on the product sale, an advisor needs a holistic view of all accounts and registrations associated with a household in order to formulate an effective investment plan. This may involve applying overlay technologies that are capable of coordinating all accounts, regardless of where assets are held. The technology chosen is especially critical in the distribution phase, when clients are dependent on a predictable stream of income. This class explores these technologies and how they will continue to evolve. Estimated time to complete, with test: 45 minutes

Program Requirements

• Selected students are typically college seniors or graduate-level, but we strongly encourage sophomores and juniors across multiple majors to participate. Sample majors include: Finance, Economics, Accounting, Marketing, Communication, as well as non-business related majors.
• Students are required to finish the program within the specified semester timeframe, typically within 8 weeks. A minimum grade of 80% is required to pass each class. Designated university personnel are responsible for monitoring the students’ progress to completion.