Envestnet On Campus – Session Information
Fall 2024 Session
Mark Your Calendars!
Monday, September 16, 2024
Fall session begins. “Student Welcome” email sent on how to get started. *Link to kickoff webinar event included.
Monday, September 16, 2024 at 12:00PM (EDT)
Kickoff webinar to introduce the program (*will be recorded for those not able to attend)
Monday, November 11, 2024
Fall session ends. All classes and tests should be completed.
**Certificate of completion available once each student has met all program requirements.
It is appropriate for sophomores, juniors, seniors and graduate students. Students must complete each required class and score 80% or above on each test. Students may take the tests as often as they need to achieve this minimum score.
Any questions can be sent directly to Katy Yocom, Program Management, Director.
Course
A Complete Understanding of Managed Investment Solutions
Classes
- EOC-100: Introduction to the Investment Advisory Industry
- EOC-101: Basics of Investing
- EOC-102: The Evolution of Managed Investment Solutions Industry
- EOC-200: Advisor Sales Process and Client Interview
- EOC-201: Baby Boomer Investing
- EOC-202: Technology to Service and Support Managed Solutions
- EOC-203: The Unified Managed Household and What it Means to the Financial Advisory Business
Each class offers a test at the completion to ‘Test Your Knowledge’.
Additional content will be available on industry trends, as well as:
- Career opportunities
- Preparing for an interview
- Writing an impactful resume
- Getting started on LinkedIn
Envestnet On Campus Is a Joint Initiative by Industry Leaders
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