That’s how many semesters we’ve been running this program. We started with a blank canvas. But we had a mission, and we’ve increased our reach by more than 80% over the last semester.


Over 1100 students have participated. That’s more than 1100 students who know more about the financial services and wealth management industry. They’re now closer to being part of the future of our industry.


One university partner led to the second. Then the third. Have you seen the participating universities?

And We’re Not Stopping There…

1,000 +

We met our 2017 goal to bring our total number of students trained to 1,000.  Currently, we have trained over 1,100.  Our new goal for 2018 is to reach 2,000.  It is aggressive but we are up for the challenge.


We’re also growing the number of participating universities. Our goal was to serve 20 participating universities by the end of 2017, and we’re almost already there. Which makes us ask, if your university isn’t already participating, why not?

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

- 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.

- 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!

- 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.

- Student Participant

It helped me during interviews.

- 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.

- 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!

- 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.

- Student Participant

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

- 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.

- Student Participant

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