Current Session

Envestnet Institute On Campus – Spring 2019 Session

Mark Your Calendars!

Friday, February 8, 2019
Deadline for list of students participating in Spring 2019.  A confirmation of registration and ‘Save the Date’ email will be sent as names of students are received.

Monday, February 11, 2019
Letter of Agreement due for universities that have not completed the letter

Monday, February 11, 2019
Welcome Email sent to students with program details

Wednesday, February 13, 2019 at 6:00 pm (EST)
Kick-off Webinar: Introduction to the program and demonstration of the eLearning platform
*Recording will be available on the platform within 24 hours of the webinar. 

Friday, April  19, 2019
Program ends. Students should have completed all requirements.
Certificates will be issued to all students by April 30, 2019.

Each University will be offered twenty five scholarships. 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


  • MMI-100: Introduction to the Investment Advisory Industry
  • MMI-101: Basics of Investing
  • MMI-102: The Evolution of Managed Investment Solutions Industry
  • MMI-200: Advisor Sales Process and Client Interview
  • MMI-201: Baby Boomer Investing
  • MMI-202: Technology to Service and Support Managed Solutions
  • MMI-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

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.

FundFire logo 2c FT tag hi

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.


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


Interested in supporting or participating in the Envestnet Institute On Campus?