eMoney Advisor launches continuing education program for CFP® clients

  • Continuing education credits now available to all eMoney clients through new monthly program
  • Developed in-house by eMoney’s team of certified CFPs®, first session on March 15 has more than 900 registrants

RADNOR, Pa. – March 8, 2018 – In an effort to help clients earn continuing education (CE) credits more easily and conveniently, eMoney Advisor (eMoney), a leading wealth management platform, recently launched a CE program. Created and developed by eMoney’s in-house team of 12 Certified Financial Planners (CFPs®), this new program is available to all eMoney clients in need of CE credits to apply toward their CFP® designation. The online program will be offered through live, one-hour sessions on the third Thursday of each month with content focused on relevant industry topics. The first session, scheduled for 2 p.m. EST on March 15, focuses on tax reform and how it affects end-clients. It already has more than 900 registrants.

“At eMoney, we strive to empower our clients to become better advisors. This goes beyond how we help them use the eMoney platform,” said Matthew Schulte, head of financial planning at eMoney. “From planning expertise to career development and practice management, we’re always looking for new ways to serve our clients and help them grow their businesses. We felt creating this CE program was another resource that would positively impact our clients’ day-to-day.”

All financial advisors with the CFP® designation are required to earn 30 hours of CE credits every two years to keep their licenses active. Upon completion, credits must be reported to the National CFP® Board. With eMoney’s program, participants are not burdened with this extra step. To ensure timely and accurate reporting, eMoney has partnered with the National CFP Board and will automate the reporting process for all participants who complete coursework.

“I’m excited that eMoney is adding a CE credit benefit because I know the information will be relevant, timely and easily accessible. Being able to incorporate CE pursuits into our daily routine gives eMoney users the opportunity to get credit for the time we are already spending staying up-to-date on the latest planning opportunities,” said James Werner, CFP®, co-founder of Silicon Hills Wealth Management in Austin, Texas.

“eMoney continues to be not just a software that we use but a partner in our practice,” added Werner, who has used eMoney for 10 years.

Corrin Burke, CFP®, CMC®, a women’s wealth advisor at Successful Wealth Strategies in Canton, Conn., said having the opportunity to earn monthly CE credits is an added benefit of the eMoney subscription she’s had for the past year.

“eMoney’s extensive planning capabilities supplemented by their internal support teams enable me to provide my clients with a collaborative, informative planning experience. Launching a CE program is a natural extension of what is already being done at eMoney for advisors and their clients,” Burke said.

Each CE session is capped at 1,000 participants. Limited spaces remain for the March 15 session. Registration is also open for an April session focused on nontraditional uses of health savings accounts and a May session on education planning. Monthly sessions for June through December are currently being developed.

To register for the March session, click here; for the April session, click here; and for the May session, click here. For more information, visit eMoney’s CE program page.

About eMoney Advisor
eMoney Advisor, LLC (eMoney), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 600 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience for more than 50,000 financial professionals and 2 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com



Grayce Turnbach

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