for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreJoin 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.
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.
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 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.
November 2nd, 11th, 22nd 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.
November 3rd, 14th, 23rd 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.
November 4th, 15th, 28th at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
November 7th, 16th, 29th 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.
November 8th, 17th, 30th 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.
November 9th, 18th 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.
November 1st, 10th, 21st at 11:00 a.m. ET
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.
Learn how to build the foundation you need with eMoney’s estate planning capabilities which allow you to create and present simple and complex estate plans for your clients.
Thursday, November 10 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.
In this session we will take you on a deep dive of buy/sell transactions highlighting some unique features, common missteps, and best practices.
Wednesday, November 30 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 October releases.
Tuesday, November 1 at 2:00 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.
Grow your practice and support clients using leading charitable giving techniques, with special tips related to the new tax law. You will learn how to uncover new opportunities to improve your assets under management, while also providing tremendous benefit to clients interested in tax-efficient giving strategies. Topics covered include gifts from retirement plans, gifts of appreciated assets, the use of private foundations, and life insurance.
Thursday, November 3 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. *$100 per seat.
Upcoming dates: November 2nd
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 8 CE Credits.*$200 per seat, includes both days.
Upcoming dates: November 3rd & 4th
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.*$100 per seat, per session.
Upcoming dates: November 9th & 10th
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com or check out Your 2021 eMoney In-App Resources to learn more about the Knowledge Base, interactive FAQs, and more.
