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.

Elon 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

Learn more about Envestnet Insititue On Campus

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