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eMoney Training Opportunities August 2021

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Webinar: Recognize and Capitalize on Your Firm’s Crucial Growth Opportunities on Thursday, September 30 from 2:00 - 3:00 p.m. ET

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Join our experts for online training sessions to help you master the eMoney platform and integrate it effectively into your business. This month, we’re hosting virtual training, weekly webinars, and more.

eMoney Summit 2021

Check out the Summit Agenda and learn more about Keynote Speaker Jay Shetty on the eMoney Summit website.

At the 2021 Summit, you’ll find inspirational keynote speakers, eMoney training for users of every experience level, 12+ continuing education sessions, networking opportunities for attendees, and much more!

Dates: October 25 to 27th

Location: Virtual Event

Virtual Live Training

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.

Market Volatility Roundtable

*Limited Seats available

Reserve your seat for the Market Volatility Roundtable to engage in interactive discussions with your peers and members of the eMoney team as we discuss adopting technology solutions to create time for deeper client connections. For advisor licenses.

In this collaborative, half-day knowledge session with fellow advisors, you will:

  • Uncover valuable insights from new industry research to help you understand how technology can help you create time for deeper client connections.
  • Gain feedback and awareness on how your peers are using technology to scale their practice and build client relationships.
  • Benefit from this exclusive opportunity to network with other eMoney users and share feedback with the eMoney product team

Upcoming dates: August 24

Platform Essentials

Learn the essentials for getting started with the eMoney platform, delivering a differentiated client experience, and developing a financial plan—quickly and efficiently. Earn 3 CE Credits. *$100 per seat.

Upcoming dates: August 4, 11, 17, 31

Planning Fundamentals

Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 7 CE Credits.*$200 per seat, includes both days.

Upcoming dates: August 5 & 6, 12 & 13, 18 & 19

Comprehensive Planning

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 7 CE Credits.*$100 per seat, per session.

Upcoming dates: August 25 and 26

Continuing Education

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.

Tax Legislation Projections in a New Era: Mid-2021 Updates (1 CFP® CE Credit)

In this session we will provide updates on what has changed since the beginning of 2021, what has stayed the same, and proposals for the longer term. We will explore how these changes may impact clients, and discuss how advisors can plan for and communicate these changes. Join us for an in-depth look at retirement plan changes, tax brackets, and how financial planning software can help guide conversations.

Thursday, August 5 from 2:00 – 3:00 p.m. ET 

Thought Leadership

Learn from eMoney experts and your financial planning community. Check out our thought leadership blog, Heart of Advice, for more insights and best practices.

Setting Marketing Goals for the Win

Financial professionals who execute the marketing methods that best align with the needs of their audience are well positioned to maximize their return on marketing investment. Those who also focus on the specific desired outcomes of their efforts will see even greater results. Join us to hear recent research findings on how digital marketing campaigns for acquisition and retention can impact your ROI.

Tuesday, August 17 at 2:00 p.m. ET

New Episodes of That Makes Cents

Listen to Season 2 of our podcast as we offer insights and best practices for implementing digital marketing and cover topics like social media, content marketing, client communications, and more. Tune in for guest appearances from industry thought leaders and financial advisors, along with eMoney’s in-house marketing experts.

Product Update Webinar

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.

July 2021 Product Updates

Learn about all of the latest feature releases and how to implement them into your practice.

Tuesday, August 3 at 2:00 p.m. ET 

Core Concepts Series Webinars

For beginners, these sessions cover the fundamentals of the core concepts and tools for getting started with the eMoney platform. You can complete a session either by attending a live webinar or watching a video. Live sessions are hosted daily and provide a forum to ask questions. Videos are available for those who are unable to attend a live session or prefer to learn on their own. View all sessions here.

Intermediate Series Webinars

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.

Advanced Series Webinars

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. 


Annuities can be complicated, but they don’t have to be. Join us to gain a deeper understanding into efficient annuity strategy and product types..

Thursday, August 5 at 2:00 p.m. ET 

A-Z Business Interests

Do your clients own businesses? Discover the different business types in eMoney, and best practices to showcase business planning in the application.

Thursday, August 19 at 2:00 p.m. ET

Impactful Extras Series Webinars

Our Impactful Extras series hosted bi-weekly on Wednesdays at 2:00 p.m. ET 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 full schedule and previously recorded webinars here.

Establish a Client Onboarding Process

In this session, we will discuss best practices for successful client onboarding to the client portal. We’ll cover preparing for initial conversations, the best resources to share, and how to customize the experience.

Wednesday, August 11 at 2:00 p.m. ET 

Transition Clients From Foundational to Advanced Planning 

This session will walk through the process and highlight the key differences when transitioning a client from Foundational Planning into the Advanced Planning option.

Wednesday, August 25 at 2:00 p.m. ET

Looking for more resources? Check out Your 2021 eMoney In-App Resources to learn more about the Knowledge Base, interactive FAQs, and more.

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