About Us

About the Program

Envestnet Institute On Campus (EIOC) is a program designed to develop a collaborative relationship between academia and industry-leading firms in the wealth and asset management space. Its purpose is to provide a mechanism by which motivated students are offered a training regimen specifically designed to bridge the gap between the knowledge presented in academia and the application of this knowledge in the world of wealth and asset management. Additionally, the program aims to create an ecosystem in which industry hiring managers are able to identify potential employees who are well qualified for a career in the financial services industry.

Program Highlights

 

Industry-sponsored program with no cost to universities or students. Each university is allotted up to 25 seats in the course on a per semester basis. Following completion of the program, job and internship search support available through the Resume Hub. Optional learning modules and webcasts are available in addition to the required course content.

Program Statistics

(as of June 2021)

Participating Universities

Waco, Texas

Waltham, Massachusetts

Smithfield, Rhode Island

Butler University

Indianapolis, Indiana

Orangeburg, South Carolina

Madison County, New York

Charleston, South Carolina

Worcester, Massachusetts

Dover, Delaware

Elon, North Carolina

Elmira, New York

Fairfield, Connecticut

Bronx, New York

High Point, North Carolina

Nassau County, New York

Washington, D.C.

Normal, Illinois

Lake Forest, Illinois

Memphis, Tennessee

Emmitsburg, Maryland

Salem, Virginia

Glassboro, New Jersey

New Brunswick, New Jersey

 Jersey City, New Jersey

 South Orange, New Jersey

Philadelphia, Pennsylvania

Stonehill College

Easton, Massachusetts

College Station, Texas

Middlesex County, Massachusetts

New York City, New York

Los Angeles, California

Schenectady, New York

 Tucson, Arizona

Charleston, West Virginia

Newark, Delaware

West Hartford, Connecticut

Memphis, Tennessee

Miami-Dade County, Florida

Durham, New Hampshire

Wilmington, North Carolina

 South Kingstown, Rhode Island

San Juan, Puerto Rico

San Diego, California

Madison, Wisconsin

Villanova, Pennsylvania

Western Kentucky University

Bowling Green, Kentucky

Chester, Pennsylvania

Program Syllabus

 

EIOC-100: Introduction to the Investment Advisory Industry This class introduces concepts, terms, and definitions relevant to the managed solutions space within the financial services industry. It includes an overview of popular investment vehicles; discussions on the roles of advisors, plan sponsors, and fiduciaries; and a review of licensing and designations. This class is suitable for both newcomers and those needing a refresher on the industry. Estimated time to complete, with test: 50 minutes

EIOC-101: Basics of Investing This class covers portfolio construction to meet client objectives. It includes an in-depth look at developing an investment strategy and the concepts of strategic and tactical allocation, active and passive management, top-down and bottom-up approaches to security selection, fundamental versus technical analysis, asset diversification, and risk mitigation. Estimated time to complete, with test: 50 minutes

EIOC-102: Evolution of the Managed Solutions Industry One of the most popular in-person classes, this includes a comprehensive review of each managed investment solution: how it began, how it operates, why it is popular, and its future growth potential. A case study in unified managed accounts highlights construction and the use of an overlay manager. Estimated time to complete, with test: one (1) hour

EIOC-200: The Sales Process and Client Interview How do investors transition from prospects to clients? This class presents best practices for building successful advisor-client relationships, including client profiling, addressing investment risks and rewards, goal setting, and creating investment policy statements. Two case studies are included, covering the challenges of saving for children’s college educations and dealing with the complexities of Social Security distributions. Estimated time to complete, with test: one (1) hour

EIOC-201: Baby Boomer Investing With more than 76 million American baby boomers in the population today, the financial services industry remains challenged in terms of better serving the needs of this segment of investors. This class focuses on what today’s investment professionals need to know about baby boomers to help them best prepare for the stages of retirement. Estimated time to complete, with test: 45 minutes

EIOC-202: Technology to Service and Support Managed Solutions This class is a comprehensive look at the technology today’s advisor needs to manage his or her practice. It covers the evolution of various advisor technologies, and the different tools and/or systems that comprise the advisor’s platform to enable prospecting, client profiling, and client relationship management. Estimated time to complete, with test: 50 minutes

EIOC-203: The Unified Managed Household And What it Means to the Financial Advisory Business Technology is evolving quickly to keep up with the demand for comprehensive advice. Rather than focus on the product sale, an advisor needs a holistic view of all accounts and registrations associated with a household in order to formulate an effective investment plan. This may involve applying overlay technologies that are capable of coordinating all accounts, regardless of where assets are held. The technology chosen is especially critical in the distribution phase, when clients are dependent on a predictable stream of income. This class explores these technologies and how they will continue to evolve. Estimated time to complete, with test: 45 minutes

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
We have an obligation and a responsibility to be investing in our students and our schools. We must make sure that people who have the grades, the desire and the will, but not the money, can still get the best education possible. ~Barack Obama
 

 

I never lose. I either win or learn. ~Nelson Mandela

 

The addition of women to all-male sales teams contributes to improved team performance. However, teams are more likely to reap the benefits of diversity on team performance when inclusion is part of the organizational culture. 24

 

 
"Don't be pigeonholed by your major; it doesn't dictate your career trajectory"