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Learn MoreAs an eMoney user, you’re probably familiar with the various levels of live and on-demand training opportunities designed to up-level your competency with eMoney. Those who participate in eMoney’s live webinar training opportunities are 70% more likely to continue using eMoney with confidence for time to come. In 2023 we continue to enhance your training experience in new ways to meet your evolving needs. Learn how and where we’re evolving your training experience this year.
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 July!
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.
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.
July 7th, 18th, 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.
July 10th, 19th, 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.
July 11th, 20th, 31st at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
July 12th, 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.
July 3rd, 13th, 24th 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.
July 5th, 14th, 25th 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.
July 6th, 17th, 26th at 11:00 a.m. ET
Advanced Series sessions are hosted 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.
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, July 6 at 2:00 p.m. ET
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 13 at 2:00 p.m. ET
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 20 at 2:00 p.m. ET
Annuities can be complicated, but they don’t have to be. Join us to gain a deeper understanding into efficient annuity strategy and product types.
Thursday, July 27 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.
Learn how insurance planning in eMoney can give your clients peace of mind for their future by protecting the ones they love.
Wednesday, July 26 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 July releases.
Tuesday, July 25 at 2:00 p.m. ET
This session will focus on the updates to the Decision Center.
Tuesday, July 25 at 3:00 p.m. ET
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.
There is a proven, positive impact on your clients when you integrate traditional finance practices with psychology. Elevating clients’ emotional competency and decision-making behavior can help create more impactful plans and improve planning outcomes.
By delivering on the value of behavioral finance and emotional competence, advisors like yourself can distinguish themselves by doing more than just managing money. Adding holistic value to your clients helps them make rational, values-based decisions with their money.
Holistic financial planning takes some preparation, but obtaining the Behavioral Financial Advisor designation (BFATM) can enable you to help clients make more rational, values-based decisions with their money.
Thursday, July 13 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.
Upcoming dates: July 25th
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 8 CE Credits.
Upcoming dates: July 26th & 27th
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.
Upcoming dates: July 18th, 19th, & 20th
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com
