for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreIn a few months, a more streamlined and personalized way to access training will be accessible within the application by clicking Training.
This 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 September!
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.
September 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.
September 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.
September 5th, 16th, 25th at 11:00 a.m. ET
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
September 6th, 17th, 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.
September 9th, 18th, 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.
September 10th, 19th, 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.
September 3rd, 11th, 20th 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.
Take your cash flow and retirement planning skills to the next level with helpful tips to elevate your eMoney knowledge.
Thursday, September 5 at 2:00 p.m. ET
Get ready to explore various tax planning strategies and implementation tactics to help clients plan for the future.
Thursday, September 12 at 2:00 p.m. ET
Uncover planning strategies, techniques, and reports while learning more about life, long term care, and disability insurance in eMoney.
Thursday, September 19 at 2:00 p.m. ET
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, September 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.
Here we will look at the various default settings to take into consideration while you’re on your eMoney journey as an advisor and for your clients.
Wednesday, September 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 September releases.
Tuesday, October 1st 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.
Join Joe DeMarkey, Chairman of the Reverse Mortgage Industry Association (NRMLA), and Michelle Riiska from eMoney for a CE-eligible webinar designed to elevate your understanding of reverse mortgages and their untapped potential in financial planning. This session will explore three little-known strategies, that can enhance your clients’ financial security and retirement planning. Note that Michelle will illustrate the impact of the strategies, using eMoney, so you can see the financial effect the strategies can have on a client’s plan.
Wednesday, September 11 from 12:00 p.m. – 1:15 p.m. ET
The financial advisor industry currently stands at a precipice of change. Over the coming decade, 37 percent of financial advisors—representing 40 percent (or $10.4 trillion) of the industry’s assets—plan to retire. Yet nearly 40 percent of advisors say they have no succession plan—including a quarter of those over 60 and roughly a fifth of those planning to retire in the next six years.1
This so-called “silver tsunami” of advisor retirements creates a genuine risk to the trusted advisor-client relationship and, therefore, clients’ ongoing objectives. This webinar explores how firms can navigate from succession planning to succession, how flow theory can help protect the advisor-client relationship and business continuity, and the steps needed for successful implementation.
1. Cerulli Associates, June 2022.
Thursday, September 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: September 10th
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: September 11th & 12th
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: September 17th, 18th, & 19th
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com
