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 us virtually at the 2022 eMoney Summit, from October 17-19, as we explore ways to bridge the gap between your services and expertise and the expectations of your clients, so you’re better positioned to move confidently into the future.
Here is what you can look forward to at this year’s Summit:
Our Training team offers various levels of live and on-demand training on the eMoney application designed to take your competency to the next level. Click the links below to jump to the appropriate training series for you.
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.
May 3rd, 12th and 23rd 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.
May 4th, 13th and 24th 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.
May 5th, 16th and 25th at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
May 6th, 17th and 26th 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.
May 9th, 18th and 27th 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.
May 10th, 19th and 31st 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.
May 2nd, 11th and 20th 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.
Annuities can be complicated, but they don’t have to be. Join us to gain a deeper understanding into efficient annuity strategy and product types.
Thursday, May 12 at 2:00 p.m. ET
Do your clients own businesses? Discover the different business types in eMoney, and best practices to showcase business planning in the application.
Thursday, May 26 at 2:00 p.m. ET
Our Impactful Extras Series webinar is hosted on the last Wednesday of the month, at 2:00 p.m. ET and 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 the full schedule and previously recorded webinars here.
The client portal has a variety of features that can suite diverse purposes. Tune in to see examples of how to customize your client portal for different client or business needs.
Wednesday, May 25 at 2:00 p.m. ET
Stay up to date on the newest enhancements with our monthly recaps. Register below or check out our upcoming schedule and watch previously recorded sessions here.
Learn about all of the latest feature releases and how to implement them into your practice. This session will cover April releases.
Tuesday, May 3 at 2:00 p.m. ET
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 or check out our thought leadership blog, Heart of Advice, for more insights and best practices.
“What happens if I become unable to work because of a disability?” It’s a question you may hear from clients who wonder how this scenario could affect their financial plan. Be prepared to provide the guidance they need to protect their family and dreams before, during, and after a disability occurs.
Join Katiya Xiong as she exemplifies the importance of addressing topics like emergency funds, insurance analysis and disability planning in your financial planning process.
Thursday, May 5 from 2:00 – 3:00 p.m. ET
Join us on Thursday, May 12 at 2:00 pm as Melissa Henderson, Thought Leadership Director at Fidelity Investments, and Bill Spera, Market Research & Insights Director at Fidelity Investments discuss the key drivers of satisfaction: what drives investors to consolidate assets with their advisor, to recommend their advisor, and to be more willing to stay with their advisor.
Thursday, May 12 from 2:00 – 3:00 p.m. ET
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 4 CE Credits. *$100 per seat.
Upcoming dates: May 4th, and May 17th
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 8 CE Credits.*$200 per seat, includes both days.
Upcoming dates: May 5 & 6, and May 18 & 19
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 8 CE Credits.*$100 per seat, per session.
Upcoming dates: May 11 & 12, and May 24 & 25
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com or check out Your 2021 eMoney In-App Resources to learn more about the Knowledge Base, interactive FAQs, and more.
