for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreThis 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 June!
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.
June 4th, 13th, 25th 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.
June 5th, 14th, 26th 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.
June 6th, 17th, 27th at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
June 7th, 18th, 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.
June 10th, 20th 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.
June 11th, 21st 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.
June 3rd, 12th, 24th 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, June 6 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, June 13 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, June 20 at 2:00 p.m. ET
Uncover planning strategies, techniques, and reports while learning more about life, long term care, and disability insurance in eMoney.
Thursday, June 27 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.
Learn how insurance planning in eMoney can give your clients peace of mind for their future by protecting the ones they love.
Wednesday, June 26 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.
For financial professionals, working with couples can be just as rewarding as it is difficult. Balancing not just one, but two peoples’ opinions, emotions, and needs requires a different level of knowledge and skill compared to working with individual clients. The role of the financial professional and their communication can be very different when working with couples. Understanding this is imperative to the success of the relationship.
In this presentation, financial professionals will learn the basic relational patterns most couples follow, strategies for navigating each pattern, specific communication considerations, and the role they should play when working with a couple.
Thursday, June 6 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: June 4th
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: June 5th & 6th
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: June 11th, 12th, & 13th
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com
