Arrow Icon

eMoney Training Opportunities April 2021

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

Learn More

Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ET

Register Now

This April, learn how to deliver a differentiated client experience, leverage our advanced planning capabilities, and efficiently integrate eMoney into your business. Join our eMoney experts for online training sessions including virtual workshops, weekly webinars, and more.

eMoney Summit 2021

Join us at the 2021 eMoney Summit as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

At the 2021 Summit, you’ll find inspirational keynote speakers, eMoney training for users of every experience level, 12+ continuing education sessions, networking opportunities for attendees, and much more!

Dates: October 25 to 27th

Location: Virtual Event

Virtual Live Training

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.


Platform Essentials

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: April 6, 21, 27

Planning Fundamentals

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: April 7 & 8, 22 & 23, 28 & 29

Advanced Planning

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: April 14 and 15

Advisor Roundtable

Reserve your seat for the Market Volatility Roundtable to engage in interactive discussions with your peers and members of the eMoney team as we discuss different approaches to market volatility in our industry. Limited available, for advisor licenses.

Upcoming date: April 9

Continuing Education

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. Register for March’s webinar below:


The Impact of Financial Education and Literacy on Client Success: A Panel Discussion

Join our panel of financial education and literacy experts as they discuss the importance of access to quality financial education as a key factor in achieving financial success. Learn strategies for sharing financial education across clients of all ages, backgrounds, and financial situations, and how eMoney can help you provide this much needed information. 

Thursday, April 1 from 2:00 – 3:00 p.m. ET 

Continuing Education Marathon

In celebration of Financial Literacy Month, we invite you to join us for the April 2021 Continuing Education Marathon! During this Marathon, we’re replaying eight of our highest rated breakout sessions from the 2020 eMoney Summit and you’ll have the opportunity to earn up to 4 CE credits.

From April 20 – 29 

Thought Leadership

Learn from eMoney experts and your financial planning community. Check out our thought leadership blog, Heart of Advice, for more insights and best practices.


An Inside Look at Bamboo, the eMoney Marketing Solution

Now more than ever, people are facing financial uncertainty and looking for trusted advice. This is a critical time for you to leverage digital marketing channels to promote your financial planning services and connect with new and existing clients.

 Wednesday, April 28 at 2:00 p.m. ET 

New Episodes of That Makes Cents

Listen to Season 2 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.

Product Update Webinar

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.


March 2021 Product Updates

Learn about all of the latest feature releases and how to implement them into your practice.

Tuesday, April 6 at 2:00 p.m. ET 

Master Series Weekly Webinars

For intermediate to advanced users, join us weekly to deepen your knowledge of the platform and uncover best practices. Register below or check out our upcoming schedule and watch previously recorded sessions here.


Modeling Divorce 

Divorce is always a delicate situation, and this session will show you how to model it within the eMoney platform. We’ll demonstrate how to split a household and assets into separate client profiles.

Wednesday, April 7 at 2:00 ET 

Utilizing the Client Portal in Estate Planning 

When estate planning for a client, considerations can be made to include more than their monetary assets and the peace of mind for their loved ones. This session will focus on how the Client Portal, specifically the Vault and Alliance Partners, can serve as a central hub to view and access a loved one’s essential financial and personal documents.

Wednesday, April 14 at 2:00 p.m. ET

A Deep Dive into Reports 

With over 250 reports, it can be overwhelming to know where to begin. This session will review our library of reports and highlight the best reports to use when checking your work and looking for opportunities.

Wednesday, April 21 at 2:00 p.m. ET

Core Concepts Series Webinars

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.

Looking for more resources? Check out Your 2021 eMoney In-App Resources to learn more about the Knowledge Base, interactive FAQs, and more.


Related Posts