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Capital Markets Lab

Envestnet Institute On Campus

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


  • 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