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eMoney Training Opportunities July 2021

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Webinar: Setting Marketing Goals for the Win on Tuesday, August 17 at 2:00 p.m. ET

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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.

eMoney Summit 2021

Check out the Summit Agenda and learn more about Keynote Speaker Jay Shetty on the eMoney Summit website.

At the 2021 Summit, you’ll find inspirational keynote speakers, eMoney training for users of every experience level, 12+ continuing education sessions, networking opportunities for attendees, and much more!

Dates: October 25 to 27th

Location: Virtual Event

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: July 7, 13, 20

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: June 30 & July 1, July 8 & 9, 14 & 15, 21 & 22

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: June 30 and July 1, July 29 and 30

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. Register for July’s webinar below:


How to Start The College Money Talk: Enhancing Financial Wellness, Family Dynamics & Client Loyalty (1 CFP® CE Credit)

How a family pays for college is as important as how much they pay for college. Advisors have a unique opportunity to impact their clients’ legacy of financial wellness. In this discussion, advisors will receive insights on initiating college planning conversations, funding strategies, and more.

Thursday, July 8 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 2 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.


July 2021 Product Updates

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

Tuesday, August 3 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.

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. 


Monte Carlo 

Join us to gain a deeper understanding of Monte Carlo projections. This session details the eMoney Monte Carlo simulations, important tips, and how to use these simulations to prepare clients for the future.

Thursday, July 8 at 2:00 p.m. ET 

Stock Options

We will explore different types of stock options, as well as how to take advantage of the corresponding reports to help your clients maximize their potential returns.

Thursday, July 22 at 2:00 p.m. ET

Impactful Extras Series Webinars

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.


Roth Conversions

This session will discuss how to model Roth Conversion in Advanced Planning and the best reports to utilize in conjunction with this recommendation.

Wednesday, July 14 at 2:00 p.m. ET 

Capture Leads with eMoney 

This session will show you the resources available within eMoney to help you attract, qualify, engage & convert leads into clients. We will cover everything from our Lead Capture tool to Foundational Planning and more!

Wednesday, July 28 at 2:00 p.m. ET

Looking for more resources? Check out Your 2021 eMoney In-App Resources to learn more about the Knowledge Base, interactive FAQs, and more.


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