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…

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Setting Goals in the Client Portal

Help your clients achieve their financial goals! With the Goals feature in the Client Portal, you can create a collaborative goal planning process that helps your clients become more involved in their financial plan. You can enable clients to easily add, personalize, and track goals—including the ability to fund them with specific accounts. Enable Goals…

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