2023: An Enhanced Learning Experience and Training Improvements

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As an eMoney user, you’re probably familiar with the various levels of live and on-demand training opportunities designed to up-level your competency with eMoney.

Those who participate in eMoney’s live webinar training opportunities are 70% more likely to continue using eMoney with confidence for time to come.

In 2023 we continue to enhance your training experience in new ways to meet your evolving needs.

Read about how we’re evolving in the following areas:

A new discussion-based training format
More advanced training options, pricing specials, and thought leadership sessions
New Decision Center Product Update webinars

A New Discussion-based Format

When you attend a training session, you can now expect a more conversational experience, with opportunities to engage with your peers and eMoney platform experts throughout the course of your webinar. We believe this learning format will enhance your ability to understand and retain key concepts covered. Some new elements you may experience in an eMoney training include:

Action-focused learning objectives so you know exactly what you’ll be able to do after completing the session
The ability to unmute and ask questions directly to the training facilitator
Interactive and engaging activities to help you better connect your learning experience to your specific business objectives

Following all trainings, we share a survey for your candid feedback, and the eMoney Training team reviews all attendee survey feedback submitted. We encourage you to let us know how you think we did and if you have any recommendations for improvement!

More Advanced Training Options, Pricing Specials, and Thought Leadership Sessions

Comprehensive Planning Workshop- New Sessions Added! – As of May 2023, this CFP® instructor-led live series—designed specifically for advisors who navigate complex planning scenarios and want to leverage eMoney’s advanced planning capabilities—will expand from two 3.5-hour session to three. Extending this workshop out to three sessions allows our expert trainers more time to cover key topics that tend to spark longer conversations among attendees, such as estate planning, stock options, and life insurance.

Summer Pricing Special – During the Summer months of June, July, and August, enjoy 50% off our Platform Essentials and Planning Fundamentals, now just $200 per person, these workshops give a strong overview of the platform and best practices to integrate eMoney into your workflow.

More Advanced Training Sessions Coming – Due to popularity and high attendance rates, you will soon have additional opportunities to register for Advanced Series webinars—designed for users interested in taking a deeper look at modeling more sophisticated planning concepts. The rotation and list of topics (as shown below) will remain the same, only the frequency will change. Keep an eye out for new sessions times offered weekly rather than bi-weekly, coming this July!

On-Demand Thought Leadership Sessions Coming – Starting mid-June, if you missed out on attending one of our thought leadership webinars, you’ll have the ability to access the recording via the Training link from the application. Simply scroll down to the Thought Leadership tile and click to see the list of available topics.

New Decision Center Product Update Webinars – Live for Registration!

Beginning this July, the eMoney Training Team will be offering a new series of trainings based on the recent impactful updates made to Decision Center. These sessions will include descriptions of new features and go into greater detail than our monthly product update webinars and showcase best practices for real-life application. Registration for our first Decision Center Product Update sessions are now live!

Use the Training Link to Access All Training Options

The new Training link in the navigation bar allows you to access the recently revamped Getting Started Program. This program features our newly designed on-demand Core Concept series, making it easy to learn platform basics at your own place. Learn more about this format enhancement here.

You can also access our full menu of live virtual training opportunities. Once “My Course List” tiles appear, scroll to the bottom and click “Training and Webinars.”