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eMoney Training Opportunities June 2021

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Join us for Elevate Your Digital Marketing Strategy (Part 2) on Tuesday, June 8, at 12:00 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

Join us at the 2021 eMoney Summit as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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: June 9, 22, and 29

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 10 & 11, 23 & 24, 30 and July 1

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 2 and 3

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 June’s webinar below:


The Evolution of Monte Carlo (1 CFP® CE Credit)

Monte Carlo simulations provide insight on how a client’s financial plan holds up against unexpected market returns, and their overall exposure to market volatility. In this session, we will discuss how Monte Carlo simulations are evolving while also incorporating philosophical and behavioral perspectives about probabilities of success. We will also present eMoney’s recent Monte Carlo enhancements, designed to help advisors open more discussions and have more relatable conversations with clients.

Thursday, June 10 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.


Assessing Your Digital Marketing Strategy (Part 2)

In part one of this two-part interactive series from eMoney, we showed you how to create an actionable marketing strategy. Join us for part two to hear how a fellow advisor implemented a successful marketing strategy.

 Tuesday, June 8 at 12:00 p.m. ET 

Assessing Your Financial Planning Strategy (Part 2)

In part one of this two-part interactive series from eMoney, we showed you how to create an actional financial planning strategy for delivering more plans. Join us for part two to hear how a fellow advisor implemented a successful financial planning strategy.

 Thursday, June 10 at 12:00 p.m. ET 

Bridging Generational Wealth with Smart Philanthropy and Wealth Transfer Strategies (1 CFP® CE Credit)

Join Tobias Donath, Fidelity Investments, Colby Bircher, Fidelity Charitable, and Brandon Heid, from eMoney Advisor to explore the charitable opportunities and estate planning strategies that address intergenerational wealth transfers. Attendees will learn actionable tips to facilitating conversations and engage families around planning.

 Thursday, June 17 at 12:00 p.m. ET 

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.


May 2021 Product Updates

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

Tuesday, June 1 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 (NEW)

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 (NEW)

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. 


Insurance 

Uncover planning strategies, techniques, and reports while learning more about life, long term care, and disability insurance in eMoney.

Thursday, June 10 at 2:00 p.m. ET 

Investment Planning 

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, June 24 at 2:00 p.m. ET

Impactful Extras Series Webinars (NEW)

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.


Social Security Planning in eMoney 

In today’s session, we will discuss all the ways you can model Social Security benefits for your clients in the system—including some lesser-known tips and tools.

Wednesday, June 2 at 2:00 p.m. ET 

Helping Your Clients Budget 

Learn how to set your clients up for success as they begin using the budgeting features available on their personal financial website.

Wednesday, June 16 at 2:00 p.m. ET

Efficient Client Aggregation 

A deliberate process to help your clients successfully establish their connections could be the missing key to their successful client portal adoption.

Wednesday, June 30 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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