News

Current Articles of Interest with Jim Seuffert

Jim is the Student Advocate of the program. He is passionate about helping students find careers within the industry. Below are recent articles that are valuable as you begin your career.

5 Misconceptions About Networking

Networking can be vitally important to our careers in many ways. This article from Harvard Business Review debunks some pervasive myths that might be holding you back from engaging with others within your industry.

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Can Technology Help Boomers Manage Their Finances?

With wealth management becoming increasingly digital, many within the industry still view this advancement as solely geared toward millennials. Much to the contrary, wealth management technology could serve Baby Boomers just as much as younger generations. Fox...

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A New Approach to ESG Scoring

Russell Investments has created a new metric to evaluate publicly traded companies based off ESG principles. This is a significant step for ESG investments, making it easier to evaluate companies on ESG criteria and compare them based on these metrics. The new scoring...

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This program expanded my knowledge and understanding of the topic of wealth management above what I was taught in class.

- An EIOC Student Participant

 

 

I was unsure if I would be a good fit for the wealth management industry, but after seeing the different types of career opportunities and basic functions, I believe that I could have a great career in wealth management.

- An EIOC Student Participant

 

 

The handouts were extremely helpful! I learn by looking at materials in front of me and not just watching a video, so having them was great! The tests were not too hard but not too easy and covered a good range of what was talked about in each class. Very helpful and educational!

- An EIOC Student Participant

 

 

I always wanted to gain a better understanding on wealth management.  As a result of completing this course, I feel more enthusiastic about lifelong learning in this field.

- An EIOC Student Participant

 

Material is concise and relevant. So far I couldn’t be enjoying this course more. No wasted time and lots of great information.

- An EIOC Student Participant

 

 

As a graduate of the program, I am excited to see its growth. I credit much of my success in the wealth management industry to this amazing program. Thank you all for the work you do!

- An EIOC Student Participant

 

 

As a senior, I have not yet been introduced to these basic investment strategies. This program will be a big help in the future.

- An EIOC Student Participant

 

 

This course was very helpful in not only reviewing basic information but providing a more in-depth overview of managed accounts.

- An EIOC Student Participant

 

 

After taking the course, I realized I have the necessary foundation to further explore my career path in the asset management industry. I enjoyed the user friendly interface, as well as the interactive videos of each class. The detailed, real world explanations of the concepts proved to be the most beneficial element of the course since I gained a more thorough understanding of the professionals’ day to day tasks.

- An EIOC Student Participant

 

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