Program Description

The Envestnet Institute on Campus offers an educational program geared toward college and graduate-level students seeking a career in wealth management. Selected students gain in-depth training through an eLearning program with content from leaders in the financial services industry. Students will benefit from relevant, broad-based, practical training on the Wealth and Asset Management industry. The program is made possible through a collaboration between Envestnet, Fidelity Investments, and BlackRock, Inc.

Course Descriptions

Course: Envestnet Institute on Campus: A Complete Understanding of Managed Investment Solutions

Classes:

• Introduction to the Investment Advisory Industry
• Basics of Investing
• The Evolution of Managed Investment Solutions Industry
• Advisor Sales Process and Client Interview
• Baby Boomer Investing
• Technology to Service and Support Managed Solutions
• The Unified Managed Household and What it means to the Financial Advisory Business

Program Highlights

• Up to 25 students per university, per semester
• Program offered fall and spring semesters
• No cost to the student
• Content reviewed and approved by Money Management Institute
• Self-paced eLearning format
• Understanding of the ever-changing products, technologies and of the current global landscape of the business
• Inform you of the current job possibilities within the industry and the tools needed to allow you to converse intelligently and interview effectively
• Set you apart from your peers and give you an edge when seeking a
• Badge of completion awarded to graduates

Students interested in participating in the program should contact george.micheni@morgan.edu