Impactful Extras Series Webinar Recap: Embarking on Your eMoney Journey

If you are a new user on the platform, you will want to review this webinar! Our training team will show you the best resources to utilize to become proficient on the platform and explain a process you can follow to become an efficient eMoney user.

Looking for specific information on Embarking on Your eMoney Journey?:

Jump ahead using the chapter timestamps shown below:

• The Knowledge Base Resources 5:56
• Phone Support Guide 15:08
• How To Sign Up For Live Training and Webinars 19:49
• How To Request Features 25:15
• Data Entry Assistance 29:20
• Help With Connections 32:58
• Advisor Process Checklist 39:17
• How To Share Screen With a Client 42:43

Additional Resources:

• Phone Support Guide
• Advisor Process Checklist

Looking for more eMoney training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your July Training Opportunities here.