Hear From An EIOC Graduate

As a passionate student of the financial markets looking to expand my knowledge of the wealth management industry, I expected the program to only cover more technical terms as those I’ve been exposed to in finance courses and investment books; however, this was not the case. The Envestnet Institute on Campus offers a more abundant and wider preparation. The program itself was designed to be delivered in a very interactive way and captures essential vocabulary and terminology of the wealth management industry. It covers many useful terms, from investment strategies, client interaction and technology used in the subject to future trends that will impact the industry as a whole. As I progressed through the courses, there were many eye-openers and “aha!” moments. It was very rewarding to finally be able to connect all the finance terms I’ve previously learned and grasp an idea of their actual implementation in the field. It is indeed practical knowledge. Thank you for this great opportunity!