Classes are professionally pre-recorded without a direct professor-to-student interaction. This allows students to learn at their own pace, on their own time.

No, we encourage all types of majors to participate. Sample majors include: Finance, Economics, Accounting, Marketing, Communication, as well as non-business related majors.

There is no cost to the student or the university to participate in the program; it is industry sponsored.

Yes, on a limited basis we accept students in this manner. Please contact us for details.

Contact a professor or a counselor in the career services department at your university. Have them research the EIOC website and set up an introductory call with us.

Yes, we encourage you to use the EIOC as a resource for your future.

The course is designed to teach the information, not trip up students with tricky exams. As such, you may retake the tests as many times as you want until you reach a passing score of 80% or above.

There is a limited summer program available. Please contact us for details.

Under extenuating circumstances, we will accommodate extensions.

We respect the privacy of the student; therefore, we interact mainly with the designated university contact to inform them of the progress of each student.

No.

Upon completion, you will be given exact language to include on your resume.

By participating in the Resume and Internship Hub, your experience will be put directly in front of relevant hiring managers for internships and entry-level positions.  It is advisable to take advantage of every opportunity available to you when seeking an internship or future employment.

Once your resume is included in the Resume Hub, your resume will be included in database searches for any opportunities that match your profile with a prospective job or internship.

No, it is free for students.

It keeps you abreast of current industry news, as well as new products and technologies. By scanning the headlines daily and reading articles that interest you, you will gain valuable insight into current events and the terminology used in the industry.

The wealth and asset management industry is moving rapidly. EIOC serves as the perfect complement to business school curriculums, allowing students to gain insight into today's products, trends and practices in the wealth and asset management industry. Increased knowledge surrounding current job opportunities alone will provide added value to your students.

First, explore the EIOC website.

Next, have whomever the university deems to be the appropriate party or parties set up a 30-minute introductory call with us. You can contact us here. 

First and foremost, have a professor, career counselor, and/or several students review the course materials.

Next, use our University Resources to self-select materials to promote the program on your campus.

Lastly, assign a university representative (this could be a student, officer in the student finance club, career counselor, professor, etc.) to receive bi-weekly student progress reports and monitor the program to completion.

EIOC is an industry-wide sponsored initiative with no cost to the student or the university.

Maintain continued contact with us, including phone calls and sharing how your university is finding success with EIOC.

Encourage students to take advantage of all that is offered through the program, inclusive of the Resume Hub, FundFire, and use of optional training modules.

One of the advantages of Envestnet Institute On Campus is our constant communication and contact with the advisor and wealth and asset management community.

Graduates of the EIOC program are promoted to prospective employers through industry publications and career networking events held by our industry sponsors.

This varies with each school. We work with whomever the school feels is the best fit for us to interact with. This can be someone in the career services department or  the dean’s office, professors in the business school, members of the student finance club, etc.

The university will receive bi-weekly reports detailing each student's progress towards course completion.

Typically, every two weeks via email detailing your specific students' progress.

Yes,  A toolkit is available in University Resources.

No, we encourage all types of majors to participate. Sample majors include: Finance, Economics, Accounting, Marketing, Communication, as well as non-business related majors.

We are flexible in the number of additional seats per university. Please contact us to discuss further.

Student names and email addresses.

There is a limited summer program available. Please contact us for details.

EIOC graduates are motivated students who have opted to take this course, in their own time, in addition to their usual classwork.

Many of the EIOC graduates have already had summer internships within the asset and wealth management industry.

Given their training through the program, EIOC graduates are likely to know the basics of many jobs within the industry, as well as know which jobs they prefer.

The Resume and Internship Hub can take the burden off the employer of having to interface with each student interested in a possible position.

Access to experienced candidates that have been trained and prepared for first day employment or internship positions, adding value on day one either way.

Act as concierge between hiring managers and candidates offering diverse talent across entry level job positions.

The process begins with a conversation with a dedicated EIOC Administrator. From there, they will take your specific requirements and utilize their database to show the viable candidates.

During your conversation with the EIOC Administrator, you may detail the specifics of your hiring requirements.

Sample jobs: internal service desk, operations, portfolio design, junior analyst, digital marketing associate, and associate for RIAs.

Keep in mind, EIOC is constantly expanding geographically.

By becoming a sponsor, your firm is making a measurable difference in an established initiative to solve our industry’s talent gap.

Each sponsor has its own distinctive identity within the program itself, i.e. the opportunity to provide content.

Since our objective is a limited number, each prospective sponsor works with the EIOC board member to find their best fit within the program.

Prospective sponsors typically bring multiple constituencies to a conference call, inclusive of their firm’s marketing department, senior management, human resources, and individuals involved in a community or industry outreach program.

Sponsor responsibilities can be tailored to meet the objectives of the sponsoring firm, Some potential responsibilities include but are not limited to: acting as a board member for the EIOC, contributing distinct content for student advancement, setting the initiative strategy moving forward, helping raise funds beyond sponsor obligations, and hiring EIOC students for internships and jobs,

Inclusive, but not limited to, asset management firms, FinTech firms, broker-dealers, and any major custodian in our industry.

Typical funding is between $50,000 and $75,000 annually per sponsor, with a minimum three-year commitment.

Yes, we encourage each sponsor to bring additional colleges and universities to the program.