Envestnet on Campus

1 © 2025 Envestnet, Inc. All rights reserved. Course descriptions Introduction to the Investment Advisory Industry Covers, the basics of the financial services industry. It introduces concepts, terms and definitions that define the managed solutions space within the industry. Basics of Investing An in-depth look at developing an investment strategy in order to build a portfolio to meet client objectives. Includes learning the concepts of strategic and tactical allocation, active and passive management, top-down and bottom-up approaches to security selection, fundamental versus technical analysis, asset diversification and risk mitigation. The Evolution of Managed Investment Solutions Industry Covers the history and evolution of managed investment solutions. Takes a close look at each of the current managed investment solutions, how they came to be, why they are popular, how they operate, as well as future growth potential and why these will continue to be utilized by advisors. Includes a case study in unified managed accounts, highlighting how they are constructed and the use of an overlay manager. Advisor Sales Process and Client Interview Explores what experts say are best practices when taking an investor from a prospect to a client, from first meeting to the close. Explains the taxable investor's life in phases and the process that many top advisors use to profile, or snapshot, their clients. Topics like risk and reward, goal setting, and the creation of an investment policy statement are addressed as vital information when building that client relationship. Two case studies are showcased, one covering the challenges of saving for children's college educations and the other, dealing with the complexities of Social Security distributions. Baby Boomer Investing It is estimated that there are over 76 million American baby boomers. The financial services industry spends millions targeting this market and is continually evolving in order to better serve this segment of the population. This class covers the challenges and solutions when considering the intricacies stages involved in retirement preparation. Technology to Service and Support Managed Solutions This important class will walk the student through the evolution of technology as well as a comprehensive overview of the tools an advisor needs to manage his or her practice to maintain their book of business and prospective clients. From client relationship management tools to client profiling applications are all covered. The Unified Managed Household (UMH) and What it means to the Financial Advisory Business Explores the evolving technologies that allow for integrated, client-centric investment solutions for the UMH. Innovative technology has given way to the simplification of the typical complex high-net worth household while still providing the essential comprehensive advice as an industry standard. A look at all accounts, their registrations, and formulating a plan based on the entire household can be coordinated and managed with overlay technologies that can provide a predictable stream of income while in the distribution phase. The information, analysis, and opinions expressed herein are for informational purposes only and represent the views of the author, not necessarily the views of Envestnet. The views expressed herein reflect the judgement of the author as of the current date and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This material does not constitute an endorsement of any particular firm, individual or school, nor does it indicate that the subjects featured have attained a particular level of skill or ability. © 2025 Envestnet, Inc. All rights reserved. A complete understanding of Managed Investment Solutions Envestnet on Campus Program

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