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eMoney Training Opportunities September 2021

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Webinar: The Gift of Advice: A Panel Discussion (1.5 CFP® CE Credit) on Thursday, November 4 from 2:00 - 3:30 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 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: September 8, 15

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: September 1 & 2, 9 & 10, 16 & 17

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: September 21 and 22

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.


Family Financial Wellness: The Need for Family Fiduciaries for Elderly Clients (1 CFP® CE Credit)

Join us for a fireside chat with Dr. Robert Tiller, prominent financial planning speaker, academic, and practitioner with over 3 decades of experiencing working with clients, to learn more about how family fiduciaries are necessary to foster financial wellness across an entire family.

Thursday, September 9 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.


August 2021 Product Updates

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

Tuesday, September 7 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. 


Charitable Giving

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

Thursday, September 2 at 2:00 p.m. ET 

Estate Planning

Learn how to build the foundation you need with eMoney’s estate planning capabilities to create and present simple and complex estate plans for your clients.

Thursday, September 16 at 2:00 p.m. ET

Cash Flow and Retirement

Take your cashflow and retirement planning skills to the next level with helpful tips to elevate your eMoney knowledge.

Thursday, September 30 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.


Education Planning in eMoney

In this session, we will cover how to utilize eMoney to help your clients visualize, strategize, and achieve their education expense goals.

Wednesday, September 8 at 2:00 p.m. ET 

Create a Client Connections Process 

This session will highlight best practices for successfully aggregating client’s accounts on the client portal.  We will touch on initial connection conversations, resources to share, and troubleshooting tips.

Wednesday, September 22 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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