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eMoney Training Opportunities February 2022

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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.

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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.

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.


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: February 8th and 16th

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: February 9 & 10, and 17 & 18

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: February 1 & 2

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.


Love and Money—Helping Couples Talk About
Their Finances (1 CFP® CE Credit)

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 

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.


New Episodes of That Makes Cents

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.

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.


February 2022 Product Updates

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 

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.


Creating a Complete Picture

Join us as we review the optimum workflow for maximum efficiency within the eMoney platform.

February 2 at 11:00 a.m. ET

Understanding the Assumptions

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

Entering Portfolio Assets

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

Property and Protection in eMoney

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

Getting the Flows Right

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

Diving Deeper with Reports

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

Planning for General Client Types

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 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. 


Estate Planning

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

Cash Flow and Retirement

Take your cashflow and retirement planning skills to the next level with helpful tips to elevate your eMoney knowledge.

Thursday, February 17 at 2:00 p.m. ET

Impactful Extras Series

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.


Explore Client Site Planning

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

Decision Center: Interactive Planning Powerhouse

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 training@emoneyadvisor.com or check out Your 2021 eMoney In-App Resources to learn more about the Knowledge Base, interactive FAQs, and more.


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