for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreJoin our experts for online training sessions to help you master the eMoney platform and integrate it effectively into your business. This month, we’re hosting virtual training, weekly webinars, and more.
Join our eMoney Training team and your peers for these interactive, online workshops. Register using the links below or visit our Live Training Page to view the upcoming schedule, daily agendas, and more.
Learn the essentials for getting started with the eMoney platform, delivering a differentiated client experience, and developing a financial plan—quickly and efficiently. Earn 3 CE Credits. *$100 per seat.
Upcoming dates: December 14
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 7 CE Credits.*$200 per seat, includes both days.
Upcoming dates: December 1 & 2, 15 & 16
These CFP® instructor-led sessions help you learn how to enter detailed information into all facets of the Advanced Fact Finder, create planning techniques, and build scenarios to use in reports and interactive tools. Earn up to 7 CE Credits.*$100 per seat, per session.
Upcoming dates: December 8 and 9
Visit our Continuing Education Page to view our upcoming live online opportunities for CFP®s to earn continuing education credits from programs accepted by the CFP Board.
As we enter America’s season of giving, your clients will likely be looking to support the causes that matter most to them. But what if there was a smarter way for them to give back—one that maximized their charitable gifts and minimized their tax exposure?
Thursday, December 2 from 2:00 – 3:00 p.m. ET
Learn from eMoney experts and your financial planning community. Check out our thought leadership blog, Heart of Advice, for more insights and best practices.
How will the financial planning and business development processes look in the future? Join Joseph Buhrmann, Sr. Financial Planning Consultant with eMoney Advisor, and Valerie Rivera, eMoney Sr. Product Manager, as they explore how future trends could impact business development efforts and pricing strategies for planning.
Wednesday, December 8 at 2:00 p.m. ET
eMoney is focused on providing meaningful solutions for enhancing financial planning engagement. Join Head of Product, Jess Liberi, who will share the eMoney roadmap, which is inspired by our commitment to help advisors plan with purpose and deliver more plans to more people.
Tuesday, December 7 at 12:00 p.m. ET
Listen to Season 3 of our podcast as we offer insights and best practices for implementing digital marketing and cover topics like social media, content marketing, client communications, and more. Tune in for guest appearances from industry thought leaders and financial advisors, along with eMoney’s in-house marketing experts.
For beginners, these sessions cover the fundamentals of the core concepts and tools for getting started with the eMoney platform. You can complete a session either by attending a live webinar or watching a video. Live sessions are hosted daily and provide a forum to ask questions. Videos are available for those who are unable to attend a live session or prefer to learn on their own. View all sessions here.
Intermediate series webinars are hosted daily at 11:00 a.m. ET and are designed for mid-level users to expand their knowledge of the eMoney platform. Session topics will range from a deep dive into investment assumptions to best practices for inputting personal property, and much more. View all sessions here.
Join us as we review the optimum workflow for maximum efficiency within the eMoney platform.
December 1, 10 and 21 at 11:00 a.m. ET
Discover the importance of accurate assumptions and how they affect cash flow simulations and your client’s financial plans.
December 2, 13, and 22 at 11:00 a.m. ET
Get ready to explore your client’s portfolio assets. The session outlines best practices for accurately entering all Investment types, from cash accounts to stock options, into the eMoney platform.
December 3, 14, and 23 at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
December 6, 15, and 27 at 11:00 a.m. ET
Join us for an in-depth look at all cash flow-related Facts within eMoney. Review our advanced cash flow simulation, then dive deep into all income, expense, and transfer workflows.
December 7, 16, and 28 at 11:00 a.m. ET
Understand how to effectively use our most popular planning reports and even discover some lesser-known reports. This session outlines how to use reports to their full potential and present customized presentations to your clients.
December 8, 17, and 29 at 11:00 a.m. ET
Learn how to effectively use the eMoney platform to serve a variety of different client types. This session explores best practices for low, moderate, and high net worth households.
December 9, 20, and 30 at 11:00 a.m. ET
Advanced series sessions are hosted bi-weekly on Thursday at 2:00 p.m. ET and are for more advanced users. These sessions provide a deeper look at modeling more sophisticated planning concepts using eMoney.
We will explore different types of stock options, as well as how to take advantage of the corresponding reports to help your clients maximize their potential returns.
Thursday, December 9 at 2:00 p.m. ET
Our Impactful Extras series hosted bi-weekly on Wednesdays at 2:00 p.m. ET is for users of any level. In Impactful Extras, we discuss a broad range of features included in eMoney and their far-reaching impact. View full schedule and previously recorded webinars here.
Tune in to learn about some upcoming changes happening soon in the Decision Center. We will show you how you can now layer what-ifs into the tool and other exciting updates!
Wednesday, December 1 at 2:00 p.m. ET
In this session, we will review your action plan to establish yourself in eMoney successfully, showing you how to be both efficient and effective while using the platform at full capacity to get the most out of the system.
Wednesday, December 15 at 2:00 p.m. ET
Are you aware of all the resources you have access to bolster your mastery of this platform? We provide digestible content for you in multiple areas including our blog, recorded on-demand training, slicks, and CE webinars. This session will inform you of all of the options so you can choose the resources that work best for you.
Wednesday, December 29 at 2:00 p.m. ET
Looking for more resources? Check out Your 2021 eMoney In-App Resources to learn more about the Knowledge Base, interactive FAQs, and more.
