for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreThis month, we’re hosting virtual training, weekly webinars, and more. Join our experts for online training sessions to help you master the eMoney platform and integrate it effectively into your business in April!
Our Training team offers various levels of live and on-demand training on the eMoney application designed to take your competency to the next level. Click the links below to jump to the appropriate training series for you.
The Core Concepts series is a part of our Getting Started program which covers the basics of the platform for users who are new to the platform or looking for a refresh. What was previously a series of six, one-hour live webinars has been converted to a new micro-learning format. Learn more about the new micro-learning format for the Core Concepts Series here.
Ready to get started? To view all the available sessions and sign up click here!
Intermediate series webinars are hosted daily at 11:00 a.m. ET and are designed for mid-level users to expand their knowledge of the eMoney platform. Session topics will range from a deep dive into investment assumptions to best practices for inputting personal property, and much more. View all sessions here.
Join us as we review the optimum workflow for maximum efficiency within the eMoney platform.
April 6th, 17th, 26th at 11:00 a.m. ET
Discover the importance of accurate assumptions and how they affect cash flow simulations and your client’s financial plans.
April 7th, 18th, 27th at 11:00 a.m. ET
Get ready to explore your client’s portfolio assets. The session outlines best practices for accurately entering all Investment types, from cash accounts to stock options, into the eMoney platform.
April 10th, 19th, 28th at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
April 11th, 20th at 11:00 a.m. ET
Join us for an in-depth look at all cash flow-related Facts within eMoney. Review our advanced cash flow simulation, then dive deep into all income, expense, and transfer workflows.
April 3rd, 12th, 21st at 11:00 a.m. ET
Understand how to effectively use our most popular planning reports and even discover some lesser-known reports. This session outlines how to use reports to their full potential and present customized presentations to your clients.
April 4th, 13th, 24th at 11:00 a.m. ET
Learn how to effectively use the eMoney platform to serve a variety of different client types. This session explores best practices for low, moderate, and high net worth households.
April 5th, 14th, 25th at 11:00 a.m. ET
Advanced series sessions are hosted bi-weekly on Thursday at 2:00 p.m. ET and are for more advanced users. These sessions provide a deeper look at modeling more sophisticated planning concepts using eMoney.
Do your clients own businesses? Discover the different business types in eMoney and the best practices to showcase business planning in the application.
Thursday, April 13 at 2:00 p.m. ET
Discover common gifting strategies such as Planned Gifts, Qualified Charitable Distributions, various charitable trusts and more.
Thursday, April 27 at 2:00 p.m. ET
Our Impactful Extras Series webinar is hosted on the last Wednesday of the month, at 2:00 p.m. ET and is for users of any level. In Impactful Extras, we discuss a broad range of features included in eMoney and their far-reaching impact. View the full schedule and previously recorded webinars here.
This month we are looking at the most popular topics from you, our customer base, to our customer service team. This session will be a mixed bag of topics suitable for all where we will share things ranging from best practices to troubleshooting based on the topics we have the most questions about this year for our platform..
Wednesday, April 26 at 2:00 p.m. ET
Stay up to date on the newest enhancements with our monthly recaps. Register below or check out our upcoming schedule and watch previously recorded sessions here.
Learn about all of the latest feature releases and how to implement them into your practice. This session will cover March releases.
Tuesday, April 4th at 2:00 p.m. ET
Visit our Continuing Education Page to view our upcoming live online opportunities for CFP®s to earn continuing education credits from programs accepted by the CFP Board or check out our thought leadership blog, Heart of Advice, for more insights and best practices.
Your clients are being inundated with information. Major alerts, breaking news, and micro distractions are ubiquitous in our everyday lives—and none of it is random. Clients are navigating systems that have been carefully designed to nudge and encourage their behavior for attention, time, and money.
Have you taken the time to consider the impact visual cues have on behavior and how you can create information that motivates optimal client behavior? In this session, we will explore data visualization’s effect on human behavior and how you can use it for good.
Thursday, April 6 from 2:00 – 3:00 p.m. ET
Join our eMoney Training team and your peers for these interactive, online workshops. Register using the links below or visit our Live Training Page to view the upcoming schedule, daily agendas, and more.
Learn the essentials for getting started with the eMoney platform, delivering a differentiated client experience, and developing a financial plan—quickly and efficiently. Earn 4 CE Credits.
Upcoming dates: April 18th
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 8 CE Credits.
Upcoming dates: April 19th & 20th
These CFP® instructor-led sessions help you learn how to enter detailed information into all facets of the Advanced Fact Finder, create planning techniques, and build scenarios to use in reports and interactive tools. Earn up to 8 CE Credits.
Upcoming dates: April 11th & 12th, and April 25th & 26th
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com
