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eMoney Training Opportunities October 2022

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What makes this year's eMoney Summit different? For starters, our agenda has been built around our most popular training programs and frequently searched Help menu terms.

View Agenda

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.

2022 eMoney Summit

Join us virtually at the 2022 eMoney Summit, from October 17-19!

Over the course of these three days, we will share proprietary research and the resulting insights to help identify the opportunity for you to better connect and engage with the millions of households looking for service, knowledge, and experience you are positioned to deliver. It is your one-time chance this year to take part of eMoney’s most consolidated and customizable training event, providing you with unique takeaways to apply to your business immediately.

What makes this year’s event different? Our agenda has been built around our most popular training programs and frequently searched terms in the Help menu.

Here is what you can look forward to at this year’s Summit:

  • 20 training sessions to choose from
  • Proprietary research and industry insights from over 1,600 consumers surveyed on their desired financial experience
  • 45+ actionable takeaways
  • 10+ hours of CE for CFP® professionals
  • Learning how the need for financial professionals to offer clients a fulfilling, personalized, hybrid approach is informing our product vision

eMoney Training Webinars

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.

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.

October 4th, 13th, 24th 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.

October 5th, 14th, 25th 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.

October 6th and 26th 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.

October 7th and 27th 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.

October 10th and 28th 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.

October 11th and 31st 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.

October 3rd and 12th 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. 

A-Z Business Interests

Do your clients own businesses? Discover the different business types in eMoney and the best practices to showcase business planning in the application.

Thursday, October 13 at 2:00 p.m. ET

Charitable Giving

Discover common gifting strategies such as Planned Gifts, Qualified Charitable Distributions, various charitable trusts and more.

Thursday, October 27 at 2:00 p.m. ET

Impactful Extras Series

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.

Collaboration Opportunities in eMoney

Money is a planning platform that strives to make your tech stack work more cohesively but it also strives to make collaboration as easy as possible. This session will cover aspects such as sharing rules and alliance partners as well as some efficiency tips throughout the platform.

Wednesday, October 26 at 2:00 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.

September 2022 Product Updates

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

Tuesday, October 4 at 2:00 p.m. ET

Continuing Education & Thought Leadership Webinars

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.

Flipping a Switch: 24 Later Life Transitions
and Action Steps for Happiness and Financial

(1 CFP® CE Credit)

Whether clients follow the FIRE (Financial Independence, Retire Early) philosophy and plan to exit the labor force in mid-life or retire after a long-time career in their late 50s, 60s, or early 70s, many life transitions occur after this step is taken. A good analogy is “flipping a switch.” Some changes happen suddenly (e.g., “on” and “off”) while others happen over time like a “dimmer switch” (e.g., gradually decreasing work hours). Some “switches” are voluntary (e.g., spending accumulated savings) and some are mandatory (e.g., taking required minimum distributions).

Join our webinar on October 6, at 2:00 p.m. ET to learn about 24 financial, lifestyle, and social transitions that happen later in life with suggested action steps for clients and their advisors.

Thursday, October 6 from 2:00 – 3:00 p.m. ET 

Virtual Live Training Workshops

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 4 CE Credits. *$100 per seat.

Upcoming dates: October 4th

Planning Fundamentals

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: October 5th & 6th

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 8 CE Credits.*$100 per seat, per session.

Upcoming dates: October 11th & 12th

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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