Upcoming CE Webinar: Education Planning

At eMoney, we’re dedicated to helping Certified Financial Planner™ professionals increase their financial planning proficiency. That’s why we’re offering online opportunities for CFP® practitioners to earn continuing education credits from programs that have been accepted by the CFP Board. Learn how clients can achieve their education goals through loans, scholarships and grants, tax credits and…

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Experience the eMoney Summit Webinar Series

Did you miss the 2019 eMoney Summit this year? Don’t worry, you can still learn from the eMoney experts with the upcoming Summit Webinar Series starting on Tuesday, October 23rd at 2:00 p.m. ET. With the Summit Series, you can experience beginner and advanced breakout sessions presented at this year’s Summit. You’ll learn how to utilize reports, interactive…

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Get to Know the Knowledge Base

The Knowledge Base, eMoney’s resource center, features easy-to-use, virtual-learning courses and a library of resources for you and support users in your office to learn on your own time and at your own pace. It’s a great way to get started with the platform, train support users, and learn best practices for incorporating eMoney into your business. You can…

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