for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreThis month, we’re hosting virtual training, weekly webinars, and more. Join our experts for online training sessions to help you master the eMoney platform and integrate it effectively into your business in October!
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.
The Core Concepts series is a part of our Getting Started program which covers the basics of the platform for users who are new to the platform or looking for a refresh. What was previously a series of six, one-hour live webinars has been converted to a new micro-learning format. Learn more about the new micro-learning format for the Core Concepts Series here.
Ready to get started? To view all the available sessions and sign up click 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.
October 3rd, 12th, 23rd 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.
October 4th, 13th, 24th 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.
October 5th, 25th at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
October 6th, 26th 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.
October 9th, 27th 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.
October 10th, 30th 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.
October 2nd, 11th, 20th, 31st at 11:00 a.m. ET
Advanced Series sessions are hosted 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.
Annuities can be complicated, but they don’t have to be. Join us to gain a deeper understanding into efficient annuity strategy and product types.
Thursday, October 5 at 2:00 p.m. ET
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 12 at 2:00 p.m. ET
Discover common gifting strategies such as Planned Gifts, qualified charitable distributions, various charitable trusts and more.
Thursday, October 26 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.
Offering a secure budgeting tool as a part of your services can set you apart from your competition when attracting the next generation of clients. This session will cover the ins and outs of our budgeting tool in the Client Portal.
Wednesday, October 25 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, October 31 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.
Feeling overwhelmed, stressed, and burned out? Is connecting with clients harder? You are not alone. Stress and burnout are real concerns that financial advisors face as professionals who help others. The stressors we have endured over the past three years have created or, in some cases, intensified these issues. Striking a balance may seem impossible. Join us for an exploration of stress and burnout as well as the tools you can use to keep thriving in your work with clients—even when you don’t feel like it.
Thursday, October 5 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.
Upcoming dates: October 3rd
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 8 CE Credits.
Upcoming dates: October 4th & 5th
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.
Upcoming dates: October 10th, 11th, & 12th
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com
