Envestnet Institute On Campus – Fall Session 2021
Mark Your Calendars!
Friday, September 17, 2021
Deadline for list of students participating in fall session 2021.
Monday, September 20, 2021
Fall session begins. Student Welcome email sent with webinar registration link.
Tuesday, September 21, 2021
Kickoff Webinar @6:00 pm (EST) *will be recorded.
Friday, November 12, 2021
Program ends. Students should have all requirements completed.
Throughout the session
Badge of completion issued to all students that have met all the requirements.
Each University will be offered twenty five seats. 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.
Course
A Complete Understanding of Managed Investment Solutions
Classes
- EIOC-100: Introduction to the Investment Advisory Industry
- EIOC-101: Basics of Investing
- EIOC-102: The Evolution of Managed Investment Solutions Industry
- EIOC-200: Advisor Sales Process and Client Interview
- EIOC-201: Baby Boomer Investing
- EIOC-202: Technology to Service and Support Managed Solutions
- EIOC-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 Institute On Campus Is a Joint Initiative by Industry Leaders
Partners
FundFire is offering our students a complementary subscription for four months. This is a great opportunity for students to stay up to date on the current happenings in the industry. Click here to learn more.
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