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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Cash Flow Overview in Decision Center

The Decision Center helps you collaborate with your clients and demonstrate how their decisions impact their financial futures. In Decision Center, you can view a client’s Lifetime Portfolio Value, Monte Carlo, and Cash Flow. Today, we’ll look at how you can use the Cash Flow Overview to increase the value to provide to clients by having an interactive retirement income…

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How to Listen to eMoney’s Podcast “That Makes Cents”

As you prepare for holiday travel, plan to pass the time sitting in traffic or at the airport by listening to eMoney’s new podcast, “That Makes Cents.” “That Makes Cents” is a podcast for everyone who wants to learn something about money. Through discussions with industry experts and financial advisors, each episode breaks down what you need…

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