for expert insights on the most pressing topics financial professionals are facing today.Learn More
What makes this year's eMoney Summit different? For starters, our agenda has been built around our most popular training programs and frequently searched Help menu terms.View Agenda
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.
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 3 CE Credits. *$100 per seat.
Upcoming dates: February 8th and 16th
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: February 9 & 10, and 17 & 18
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: February 1 & 2
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.
Money consistently ranks as a top stressor for Americans, often leading to financial conflict.
Joining a committed relationship requires vulnerability and a willingness to communicate when it comes to important decisions like combining assets and ensuring financial transparency.
The financial planner’s office may be one of the few places couples feel they can talk openly about their money—and the accompanying emotions surrounding their financial life.
Join eMoney Advisor presenters Emily Koochel, Ph.D., AFC®, CFT-I™, and Sasha Grabenstetter, AFC® to learn more about navigating these challenging financial planning conversations.
Thursday, February 3 from 2:00 – 3:00 p.m. ET
Learn from eMoney experts and your financial planning community. Check out our thought leadership blog, Heart of Advice, for more insights and best practices.
Listen to Season 3 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.
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.
Tuesday, February 22 at 2:00 p.m. ET
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 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.
February 2 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.
February 3 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.
February 4 at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
February 7, 16, and 28 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.
February 8 and 17 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.
February 9 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.
February 1 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.
Learn how to build the foundation you need with eMoney’s estate planning capabilities to create and present simple and complex estate plans for your clients.
Thursday, February 3 at 2:00 p.m. ET
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.
With the introduction of Explore Mode clients can have a direct impact into the Interactive Planning tools. This enables to have more input into their plans and gives advisors a better insight into their needs. Join us as we review how introduce Explore Mode to your clients and use their plan during meetings.
Wednesday, February 9 at 2:00 p.m. ET
Join us for some examples of presenting with Decision Center. Learn all about its many charts and other options for visually engaging your client and how to deliver more powerful planning.
Wednesday, February 23 at 2:00 p.m. ET
Questions about these training events or looking for more resources? Email email@example.com or check out Your 2021 eMoney In-App Resources to learn more about the Knowledge Base, interactive FAQs, and more.