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eMoney Training Opportunities October 2021

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Webinar Recording: The Gift of Advice: A Panel Discussion

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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 Product Vision & Roadmap

Join eMoney Head of Product, Jess Liberi at the eMoney Summit 2021 as she shares our roadmap for eMoney—including previews of upcoming releases and insight into our product strategy. Our roadmap is inspired by your feedback and focused on building solutions to deliver that exceptional client experience.

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: October 13, 20

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: October 14 & 15, 21 & 22

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: October 5 and 6

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.


Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)

This presentation is designed to address the recent changes made by the CFP® Board to its principal knowledge topics and competency standards and how to engage in best practices. Join us as we explore the power of emotional intelligence and how these feelings that were once deemed a distraction can be used to better inform client relationships and improve overall financial wellness.

Thursday, October 7 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.


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.


September 2021 Product Updates

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

Tuesday, October 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.

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, October 14 at 2:00 p.m. ET

Insurance

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

Thursday, October 28 at 2:00 p.m. ET

Impactful Extras Series Webinars

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.


Delivering Client Plans

This session will focus on how to effectively use multiple areas of our platform to provide client plans. We will touch on present mode, financial priorities, and how to present with our interactive planning tools.

Wednesday, October 6 at 2:00 p.m. ET 

Maximizing the Presentation Suite 

This session will cover how you can maximize the potential of our presentation suite to build custom deliverables. We’ll also share time-saving tips along the way.

Wednesday, October 20 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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