Envestnet Institute On Campus

EnvestnetEnvestnet Insititue On Campus is a self-paced online program geared toward students seeking a career in wealth management. Gain foundational knowledge on how the industry works and about career paths available in the industry.

ÂÒÂ×ÊÓƵ has 25 scholarships available each semester for students to complete this program at no cost.

Course content includes seven modules:

  • Introduction to the Investment Advisory Industry
  • Basics of Investing
  • Evolution of the Managed Solutions Industry
  • The 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

For additional information, contact Dr. Chris Harris at charris24@elon.edu.