Arrow Icon

eMoney Training Opportunities July 2022

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

Learn More

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.

2022 eMoney Summit – Registration Now Open!

Join us virtually at the 2022 eMoney Summit, from October 17-19!

Over the course of these three days, we will share proprietary research and the resulting insights to help identify the opportunity for you to better connect and engage with the millions of households looking for service, knowledge, and experience you are positioned to deliver. It is your one-time chance this year to take part of eMoney’s most consolidated and customizable training event, providing you with unique takeaways to apply to your business immediately.

What makes this year’s event different? Our agenda has been built around our most popular training programs and frequently searched terms in the Help menu.

Here is what you can look forward to at this year’s Summit:

  • 20 training sessions to choose from
  • Proprietary research and industry insights from over 1,600 consumers surveyed on their desired financial experience
  • 45+ actionable takeaways
  • 10+ hours of CE for CFP® professionals
  • Learning how the need for financial professionals to offer clients a fulfilling, personalized, hybrid approach is informing our product vision

Early Bird pricing (lowest price offered) is available until July 15 for $399 $500

eMoney Training Webinars

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.

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.

July 6th, 15th and 26th 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.

July 7th, 18th and 27th 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.

July 8th, 19th and 28th 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.

July 11th, 20th and 29th 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.

July 12th and 21st 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.

July 1st, 13th and 22nd 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.

July 5th, 14th and 25th 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. 

Cash Flow and Retirement

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

Thursday, July 7 at 2:00 p.m. ET

Income Taxes

Get ready to explore various tax planning strategies and implementation tactics to help clients plan for the future.

Thursday, July 21 at 2:00 p.m. ET

Impactful Extras Series

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.

Using the Decision Center with its Recent Updates

The Decision Center has become an interactive planning powerhouse with many updates in the last few months. This session will explore how to efficiently utilize the tool while focusing on the recent updates.

Wednesday, July 27 at 2:00 p.m. ET

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 2022 Product Updates

Learn about all of the latest feature releases and how to implement them into your practice. This session will cover July releases.

Tuesday, July 26 at 2:00 p.m. ET

Continuing Education & Thought Leadership Webinars

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.

The Rise of Impact Investing
(1 CFP® CE Credit)

Impact investing strategies are surging as more investors seek to align their money with their values. Advisors who embrace this strategy can help their clients achieve the positive social and environmental impacts they desire.

Join us to hear from Scott Nance Vice President, Impact Investing at Fidelity Charitable, on the characteristics of impact investing, its current landscape, and best practices for building an impact strategy.

Thursday, July 14 from 2:00 – 3:00 p.m. ET 

Virtual Live Training Workshops

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 4 CE Credits. *$100 per seat.

Upcoming dates: July 19th

Planning Fundamentals

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: July 7 & 8, and July 20 & 21

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 8 CE Credits.*$100 per seat, per session.

Upcoming dates: July 14 & 15

Questions about these training events or looking for more resources? Email or check out Your 2021 eMoney In-App Resources to learn more about the Knowledge Base, interactive FAQs, and more.

Related Posts