for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreKnowledge Base Podcast – Your Gateway to eMoney Expertise: Looking to enhance your eMoney skills while multitasking or enjoying your morning coffee? Introducing the Knowledge Base Podcast, your go-to source for expert insights on essential eMoney functions and features, both inside and outside the software, designed to supercharge your productivity. Elevate your eMoney expertise one episode at a time! New episodes will be released bi-weekly, so you can count on a regular dose of valuable knowledge without missing a beat! Looking for a longer format session to go a bit deeper? Check out the November webinars below!
This month, we’re hosting virtual training, weekly webinars, and more. Join our experts for online training sessions to help you master the eMoney platform and integrate it effectively into your business in November!
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.
The Core Concepts series is a part of our Getting Started program which covers the basics of the platform for users who are new to the platform or looking for a refresh. What was previously a series of six, one-hour live webinars has been converted to a new micro-learning format. Learn more about the new micro-learning format for the Core Concepts Series here.
Ready to get started? To view all the available sessions and sign up click 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.
November 1st, 10th, 21st 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.
November 2nd, 13th, 22nd 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.
November 3rd, 14th, 27th at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
November 6th, 15th, 28th 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.
November 7th, 16th, 29th 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.
November 8th, 17th, 30th 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.
November 9th, 20th at 11:00 a.m. ET
Advanced Series sessions are hosted 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.
Learn how to build the foundation you need with eMoney’s estate planning capabilities which allow you to create and present simple and complex estate plans for your clients.
Thursday, November 2 at 2:00 p.m. ET
Take your cash flow and retirement planning skills to the next level with helpful tips to elevate your eMoney knowledge.
Thursday, November 9 at 2:00 p.m. ET
Get ready to explore various tax planning strategies and implementation tactics to help clients plan for the future.
Thursday, November 16 at 2:00 p.m. ET
Join us as we deep dive into our additional planning tools, like our portfolio analysis, to learn about their underlying investment assumptions, inputs and outputs.
Thursday, November 30 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.
Tune in and learn how to use eMoney’s business development tools, like Lead Capture, Analytics, and Bamboo, to attract and retain clients.
Wednesday, November 29 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.
Building on insights from Part 1, this webinar will demonstrate how to deliver efficient and thoughtful financial planning services. The session will show how using eMoney gives clients an understanding of their current and future situations by pairing empirical evidence with client experience. Examples using estate planning, retirement planning, and savings will be provided. The session also serves as an example of the practical application of research.
Thursday, November 2 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.
Upcoming dates: November 7th
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 8 CE Credits.
Upcoming dates: November 8th & 9th
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.
Upcoming dates: November 14th, 15th, & 16th
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com
