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.
January 5th, 17th, 26th 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.
January 6th, 18th, 27th 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.
January 9th, 19th, 30th at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
January 10th, 20th, 31st 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.
January 11th, and 23rd 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.
January 3rd, 12th, 24th 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.
January 4th, 13th, 25th 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.
Take your cash flow and retirement planning skills to the next level with helpful tips to elevate your eMoney knowledge.
Thursday, January 5 at 2:00 p.m. ET
Get ready to explore various tax planning strategies and implementation tactics to help clients plan for the future.
Thursday, January 19 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.
In this session, we will demonstrate how the needs analysis tool can add impact to your conversations with prospects. This tool gives you the opportunity to quickly provide high-level analysis with limited data entry and is complete with an end deliverable.
Wednesday, January 25 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.
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.
Setting your New Year’s resolutions? Join eMoney as we pause and look back—recapping our significant research findings and demonstrating our key feature rollouts of 2022—culminating in a discussion on three important drivers to maximizing client relationships and delivering more plans to more people in 2023.
Thursday, January 12 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. *$100 per seat.
Upcoming dates: January 10th and January 24th
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 8 CE Credits.*$200 per seat, includes both days.
Upcoming dates: January 11th & 12th and January 25th & 26th
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.*$100 per seat, per session.
Upcoming dates: January 17th & 18th and January 31st & February 1st
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com
