Envestnet Institute On Campus is a philanthropic initiative by Envestnet, a leading provider of intelligent systems for wealth management and financial wellness. Launched to address the growing talent gap in the financial advisory profession, the program partners with universities to offer a turn-key curriculum at no cost to the students or academic institutions. The curriculum covers key wealth management topics and prepares students for certifications like the Financial Services Professional (FSP) and the Wealth Management Specialist (WMS). The mission is to cultivate the next generation of diverse and skilled financial advisors, helping to ensure the future health and growth of the industry.

Founded in

United States