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Earn CE Credits with eMoney Live Training

Did you know licensed eMoney users can now earn up to 16 continuing education (CE) credits from the CFP Board by attending approved eMoney Live Training events?

With the CFP Board’s recent decision to include technology training toward  CE hours, eMoney has secured approval for credits through the following Live Training events:

  • Platform Essentials (3 Credits) – Learn the essentials for getting started with the eMoney platform, delivering a differentiated client experience, and developing a financial plan–quickly and efficiently.
  • Planning Fundamentals (6.5 Credits) – Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process.
  • Advanced Planning (6.5 Credits) – Led by a CFP® professional, this course is designed specifically for those who navigate complex planning scenarios and want to leverage the powerful advanced planning capabilities of the eMoney platform.

Building on the success of our monthly continuing education webinars and Summit CE opportunities, we’re making it easier than ever to meet your bi-annual requirements.

Learn More About eMoney Live Training

Visit our Live Training page to view pricing, session agendas, the upcoming schedule, and more. You can also access this page in the Help section of your eMoney application.

Continuing Education Webinars

Are you interested in additional continuing education opportunities? We also offer monthly CE webinars. Sessions are designed and taught by our on-staff CFP® professionals or industry experts that range across financial planning topics and the eMoney application.

To view our upcoming schedule, register for monthly webinars, and learn more, check out our Continuing Education Webinar page or contact us at CE@emoneyadvisor.com.


Questions? Send us an email or give us a call at 888-362-8482