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eMoney Training Opportunities March 2021

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Continuing Education Webinar Marathon From April 20 – 29 (Earn up to 4 CFP® CE Credits)

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This March, learn how to deliver a differentiated client experience, leverage our advanced planning capabilities, and efficiently integrate eMoney into your business. Join our eMoney experts for online training sessions including virtual workshops, weekly webinars, and more.

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: March 3, 16, 24

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: March 4 & 5, 17 & 18, 25 & 26

Advanced 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: March 31 and April 1

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 March’s webinar below:


Tax Legislation Projections in a New Era

In this session, we’ll share commentary on potential tax legislation that we may see in the future and how financial professionals can help their clients plan for a successful tax filing next year. We will also discuss how to use eMoney to facilitate engaging conversations around tax planning and potential tax changes. 

Thursday, March 4 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.


Advisor Panel: How to Approach the Client Journey in Your Business

We shared best practices and showed how technology can support you in your financial planning and marketing efforts in the first two webinars in this series. Join us for the final webinar in the series, to hear from your peers as they walk through their real-life examples to help you with your planning and marketing efforts in 2021.

 Wednesday, March 10 at 2:00 p.m. ET

Incentive: Reaching Clients Through Financial Wellness in the Workplace

Join Chad Porche, VP, Product Innovation and Chris Grant, Product Lead from eMoney Advisor, to explore our new financial wellness app, Incentive, which helps retirement advisors and plan sponsors reach more people and increase engagement in users’ financial health, with both educational and gamified elements.

 Thursday, March 25 at 2:00 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.


February 2021 Product Updates

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

Tuesday, March 2 at 2:00 p.m. ET 

Master Series Weekly Webinars

For intermediate to advanced users, join us weekly to deepen your knowledge of the platform and uncover best practices. Register below or check out our upcoming schedule and watch previously recorded sessions here.


Planning With Needs Analysis and Investment Tools 

Learn how to incorporate our additional planning tools—such as Needs Analysis, the Investment Income Tool, and Investment Groups—into your business.

Wednesday, March 3 at 2:00 ET 

Social Security Strategies 

In this session, we’ll take a detailed look at social security in eMoney and show how to model and present social security benefit strategies to your clients.

Wednesday, March 10 at 2:00 p.m. ET

Using eMoney for Virtual Meetings 

In eMoney, you can host a secure virtual client meeting from anywhere. Learn how our interactive capabilities, such as screen sharing, can help you connect and collaborate with your clients on their financial plans.

Wednesday, March 17 at 2:00 p.m. ET

Life Insurance Planning 

In this session, we’ll demonstrate how you can use eMoney to model clients’ life insurance needs and share best practices for presenting solutions to clients.

Wednesday, March 24 at 2:00 p.m. ET

Create Quick Plans in Goal Planner

Being short on time doesn’t decrease your ability to create a high-quality plan for your clients. In this session, we’ll walk through how to efficiently deliver an impactful plan using basic facts and Goal Planner.

Wednesday, March 31 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.

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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