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 4th, 15th, 24th 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 5th, 16th, 25th 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 8th, 17th, 26th at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
April 9th, 18th, 29th 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 1st, 10th, 19th, 30th 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 2nd, 11th, 22nd 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 3rd, 12th, 23rd at 11:00 a.m. ET
Advanced Series sessions are hosted 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.
Take your cash flow and retirement planning skills to the next level with helpful tips to elevate your eMoney knowledge.
Thursday, April 4 at 2:00 p.m. ET
Get ready to explore various tax planning strategies and implementation tactics to help clients plan for the future.
Thursday, April 11 at 2:00 p.m. ET
Uncover planning strategies, techniques, and reports while learning more about life, long term care, and disability insurance in eMoney.
Thursday, April 18 at 2:00 p.m. ET
Join us as we deep dive into our additional planning tools, like our portfolio analysis, to learn about their underlying investment assumptions, inputs and outputs.
Thursday, April 25 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 session is entirely dedicated to our Decision Center interactive planning tool. We will cover all of the features, including the recent updates in the tool while showing how to effectively utilize this tool in a comprehensive planning meeting.
Wednesday, April 24 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 April releases.
Tuesday, April 30 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.
How does your client’s personality impact saving, spending, and investing decisions? In this session, you’ll get an overview of what makes each client unique in terms of personality, attitudes, beliefs, and values. You’ll learn the difference between stable client characteristics (like agreeableness and extraversion) and temporary ones (like feelings and moods). You will leave the session with an understanding of how to measure different types of characteristics using observations, interviews, and tests.
Thursday, April 11 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 2nd
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 3rd & 4th
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 16th, 17th, & 18th
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com
