Student Introductory Survey

Congratulations! You have been awarded a spot in the Envestnet Institute On Campus program. There is no cost to the student to participate in this program.

 **The survey below must be completed to gain access to course material**

By participating in this program, you agree to the following:

*Complete Student Introductory Survey

*Complete 10 hours of course work related to the managed investments solutions industry

*Course work includes:

  • 7 required classes on the managed investments solutions industry
  • 7 required tests on the managed investments solutions industry
  • Students are required to score 80% or above on all tests
  • Tests can be retaken multiple times

Optional content: podcasts, whitepapers on timely industry topics; classes on career paths, resume writing & interview skills.

Please note:

Your progress and status in the program will be shared with your University contact (professor or administrator) throughout the length of the program (if applicable).

As a participant in this program, your personal information including email address will only be shared with your university.

If you choose to participate in the Resume and Internship Hub, your profile and resume will be shared with potential employers.

Once you have completed the program, you will receive the following:

*Proper wording for your resume and LinkedIn profile regarding the program

*Badge of completion – to be used on LinkedIn profile

*Access to Resume Hub

Please review prior to completing the survey.

Envestnet Institute On Campus: Terms & Conditions

Student Introductory Survey

Required to gain access to course material and program. We request that you submit two email addresses. We hope to stay in contact with you post graduation and at completion of our program.
  • Name
  • Please select one response that best describes your major.
  • Please select one response that best describes your minor.
  • If yes, please enter company name, position or title, and main job responsibilities.
  • Question #1
  • Question #2
  • Question #3
  • The program will be adding a non-profit status shortly. We plan to pursue grants to help support the diversity of the program. The following questions are OPTIONAL but will be helpful as we pursue additional funding as well as for participation in the Women in Wealth Management Initiative.
  • If you have reviewed the Envestnet Institute On Campus Terms & Conditions and ACCEPT the terms of the platform, please make your selection below. By choosing ACCEPT, you are committing to complete all the requirements of this program in the defined time period.


Companies with higher levels of gender diversity and with HR policies and practices that focus on gender diversity are linked to lower levels of employee turnover. 4

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