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eMoney Training Opportunities January 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: January 11 and 25

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: January 12 & 13, and 26 & 27

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: January 19 and 20

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.


Exploring the Financial Advice Field: A Panel Discussion (1 CFP® CE Credit)

Financial planning experts are known to the public by many names—planners, advisors, coaches, therapists, and more. It’s easy to see why people get confused and not just consumers—but industry professionals too.

What is the difference? And more importantly, who is the right fit for the client? Should each professional work in a silo? Or are there complementary advantages to working together?

Thursday, January 13 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.


January 2022 Product Updates

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

Tuesday, January 25 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.

January 3 and 12 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.

January 4 and 13 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.

January 5 and 14 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.

January 6 and 13 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.

January 7 and 19 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.

January 10 and 20 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.

January 11 and 21 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. 


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, January 6 at 2:00 p.m. ET

Charitable Giving

Discover common gifting strategies such as Planned Gifts, Qualified Charitable Distributions, various charitable trusts and more.

Thursday, January 20 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.


Client Portal Builds a Bridge Between Financial Goals and Reality

The client portal is a very powerful tool that can help you clients see a path between their financial goals and their current reality. In this session we will cover how tools like the Goals tab and the spending and budgeting, in conjunction with your plans, can help your clients find a path to their financial goals.

Wednesday, January 12 at 2:00 p.m. ET

Understand Connection Error Messages

Aggregated accounts can sometimes have error messages. In this session, we will explain the different messages you may see displayed, how best to resolve them, and where to turn to for further support.

Wednesday, January 26 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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