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eMoney Weekly Webinar: Discussing Data Security

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Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ET

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In our weekly webinar: Discussing Data Security, you’ll learn how to navigate client conversations and give your clients confidence in your information security.

 

https://emoneyadvisor.wistia.com/medias/9s0zpkf4fg?embedType=async&videoFoam=true&videoWidth=600

Topics Covered

  • The Knowledge Base – “Client Facing” Resources
  • Keeping Clients Safe & Secure
  • Information Security Controls Overview

More Resources

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Is there a specific eMoney product or feature you want to learn more about? We may have a live training workshop in your area or an upcoming training webinar that covers your questions! Check out our training schedule here.


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