"With many financial advisors and other wealth management professionals on track to retire within the next 10 years, it is imperative to educate college seniors about the various career paths available to them in this field," said Ron Fiske, Managing Director, Events & Education, Envestnet.
"Our industry-standard curriculum provides students with practical knowledge and training to jump-start their entry into the wealth management profession."
The eight-hour curriculum explores a wide variety of topics, including the history and evolution of managed solutions, best practices when transitioning an investor from a prospect to a client, the roles of financial advisors and fiduciaries, and technology and other tools advisors need to manage their practices.
Upon completion of the program, students' résumés are placed in a database for Envestnet
to share with its advisory clients and asset management partners.
is open to business majors at four schools-Fairfield University
, Bryant University
, Mount St. Mary's University
, and the University of Rhode Island-and
will become available at other educational institutions on an ongoing basis.
For more information, please contact Mr. Fiske