Envestnet to deliver online, in-person fiduciary training programs

Envestnet, a provider of technology solutions and other resources for wealth managers, announced in a press release that it is partnering with The Retirement Advisor University (TRAU) to deliver a fiduciary training program to help financial advisers obtain access to continuing practice management and fiduciary education. TRAU, in collaboration with UCLA Anderson School of Management Executive Education, is the first retirement planning certification program offered in collaboration with a nationally recognized institution of higher learning. Its fiduciary training program, developed in conjunction with the Envestnet Institute, is an online and in-person educational curriculum designed for advisers new to the retirement plan space, as well as for RIAs experienced in retirement plans and focused on them. Advisers certified by TRAU will be authorized to deliver proprietary fiduciary training content online and in-person to their plan sponsor clients and prospects. TRAU said that more than 600 advisers and industry professionals hold their C(k)P designation.