Current Session

Envestnet Institute On Campus – Fall 2020 Session

Mark Your Calendars!

Friday, September 18, 2020
Deadline for list of students participating in fall 2020.  A Kickoff email will be sent to get you started.

Monday, September 21, 2020
Fall 2020 session begins.

Thursday, September 24, 2020 @6:00 PM (ET)
Kickoff webinar event to introduce the program.

Friday, November 20, 2020
Program ends. Students should have completed all requirements.

Monday, November 30, 2020
Certificates issued to all students that have met all the requirements.

Each University will be offered twenty five seats. It is appropriate for sophomores, juniors, seniors and graduate students. Students must complete each required class and score 80 or above on each test. Students may take the tests as often as they need to achieve this minimum score.


A Complete Understanding of Managed Investment Solutions


  • EIOC-100: Introduction to the Investment Advisory Industry
  • EIOC-101: Basics of Investing
  • EIOC-102: The Evolution of Managed Investment Solutions Industry
  • EIOC-200: Advisor Sales Process and Client Interview
  • EIOC-201: Baby Boomer Investing
  • EIOC-202: Technology to Service and Support Managed Solutions
  • EIOC-203: The Unified Managed Household and What it Means to the Financial Advisory Business

Each class offers a test at the completion to ‘Test Your Knowledge’.

Additional content will be available on industry trends, as well as:

  • Career opportunities
  • Preparing for an interview
  • Writing an impactful resume
  • Getting started on LinkedIn

Envestnet Institute On Campus Is a Joint Initiative by Industry Leaders



Through DAKdirect, Steve Clark and DAK Associates are partnering with us to highlight students that have completed the program and are pursuing entry level positions in the industry. Click here to learn more.

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FundFire is offering our students a complementary subscription for fourmonths. This is a great opportunity for students to stay up to date on the current happenings in the industry. Click here to learn more.


Fidelity Investments is an independent company, unaffiliated with Envestnet Institute On Campus. Fidelity Investments is a sponsor of Envestnet Institute On Campus. There is no form of legal partnership, agency affiliation, or similar relationship between Envestnet Institute On Campus and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Envestnet Institute On Campus and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments.

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Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

©2019 FMR LLC. All rights reserved.



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