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eMoney Training Opportunities May 2021

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Webinar: Setting Marketing Goals for the Win on Tuesday, August 17 at 2:00 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: May 5, 18, 25

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: May 6 & 7, 19 & 20, 26 & 27

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: May 13 and 14

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 May’s webinar below:


Understanding the Role of Behavioral Finance in Client Relationships: A Fireside Chat

Understanding your clients on a deeper, psychological level will lead to more open discussions that will ultimately allow financial advisors to build the best possible plans and relationships. Join us for this fireside chat where an experienced industry professional will share strategies for getting to know your clients and their goals and aspirations better.

Thursday, May 6 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 1)

Join eMoney for part one of a two-part interactive series to learn how to create an actionable marketing strategy that will keep you top-of-mind for clients and grow your business.

 Tuesday, May 18 at 12:00 p.m. ET 

Assessing Your Financial Planning Strategy (Part 1)

Join eMoney for part one of a two-part interactive series to learn how to create an actionable financial planning strategy that will help you build and deliver more plans.

 Thursday, May 20 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.


April 2021 Product Updates

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

Tuesday, May 4 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. 


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, May 13 at 2:00 ET 

Income Taxes 

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

Thursday, May 27 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.


Utilizing Your Resources 

In this session, we will cover all the resources you have available within your eMoney platform to help you succeed, including client-specific resources and accessible courses available in our newly revamped learning journey via webinars.

Wednesday, May 5 at 2:00 ET 

Mid-Year Reviews 

It’s that time of year again! Learn how to build a comprehensive presentation template and what information to review with clients as we walk through the top reports to include in your mid-year review..

Wednesday, May 19 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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