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eMoney Training Opportunities March 2022

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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.

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 9th and 22nd

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 10 & 11, and 23 & 24

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: March 1 & 2, and 16 & 17

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.

2022 Tax Legislative Insights & eMoney Analysis
(1 CFP® CE Credit)

Join us as we take an in-depth look at updated 2022 federal tax law, as well as potential future changes including passage of the Build Back Better Act and SECURE Act 2.0. We’ll discuss how using eMoney can facilitate engaging conversations around tax planning and these potential tax changes. 

Thursday, March 3 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.

Elevating Female Financial Professionals:
Building the Future of Financial Advice

Female talent remains one of the most underutilized business resources. While women have made notable gains in recent years, reports still show that they accounted for just under 24 percent of leadership roles in 2021. Join our panel as we discuss fostering an inclusive culture, promoting gender diversity, and advocating for female financial professionals.

Tuesday March 15 from 2:00 – 3:00 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.

March 2022 Product Updates

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

Tuesday, April 5 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.

Creating a Complete Picture

Join us as we review the optimum workflow for maximum efficiency within the eMoney platform.

March 4, 15, and 24 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.

March 7, 16, and 25 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.

March 8, 17, and 28 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.

March 9, 18, and 29 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.

March 1, 10, 21, and 30 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.

March 2, 11, 22, 31 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.

March 3, 14, and 23 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. 

Income Taxes

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

Thursday, March 3 at 2:00 p.m. ET


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

Thursday, March 17 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, March 31 at 2:00 p.m. ET

Impactful Extras Series

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.

How to Use Customer Service Resources

In this session we will discuss how and when to use our customer support phone line, our chat resource, and our email support resource and what is needed when you utilize these resources to maximize the support you receive.

Wednesday, March 9 at 2:00 p.m. ET

Interactively Create Impactful Plans

Our three interactive planning tools, Goal Planner, Decision Center, and Foundational Planning, can accommodate mid-meeting client requests. This session will help you develop the skill of being able to pivot and show alternate examples while presenting to the client, affording them a more meaningful experience.

Wednesday, March 23 at 2:00 p.m. ET

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.

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