for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreIn 2023, we’ve enhanced our training to suit the educational preferences of our users, beginning with the Core Concepts training series. This new training format takes all the content from our 60-minute live webinar and breaks it up into shorter, topic-focused pre-recorded videos. These videos are housed together in one place within the application so you can quickly access the core concept topics you want at any point in time. Learn more about the new Core Concepts series here.
This 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 January!
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.
NEW in 2023, we’ve enhanced our training to suit the educational preferences of our users, beginning with the eMoney Core Concepts training series.
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.
February 6th, 15th, 27th 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 7th, 16th, 28th 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 8th, 17th at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
February 9th, 21st 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 1st, 10th, 22nd 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 2nd, 13th, 23rd 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 3rd, 14th, 24th 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.
Uncover planning strategies, techniques, and reports while learning more about life, long term care, and disability insurance in eMoney.
Thursday, February 2 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, February 16 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.
Are you using all that the Decision Center has to offer? Join us as we take a detailed look at all the features and functionality of the Decision Center.
Wednesday, February 22 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 January releases.
Tuesday, February 7th at 2:00 p.m. ET
As we closed out 2022, our Product and Planning team hosted a webinar which show cased all of the 2022 product releases and how these updates aligned with our product vision. In addition, as we look toward the year ahead, learn about product themes for 2023 and where we plan to focus future development efforts.
Check out the webinar recap by clicking Learn More.
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.
A common assumption when presenting financial advice is that the right information and the best data will solve our clients’ problems. This is a myth. We are more persuasive and have a greater impact when we focus on emotionally connecting with clients. With an important but challenging subject like finances, you can connect more deeply by learning to tell powerful stories, uncover natural humor, use memorable visuals, ask better questions, and create trust so clients open up and ask for help.
Thursday, February 2 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. *$400 per seat.
Upcoming dates: February 7, and February 14
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 8 CE Credits.*$800 per seat, includes both days.
Upcoming dates: February 8th & 9th and February 15th & 16th
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.*$400 per seat, per session.
Upcoming dates: February 1st, and February 28th
Please note that we have recently updated our pricing for Virtual Live Training Workshops.
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com
