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New Training Opportunities for All eMoney Users

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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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The eMoney training team is releasing three new webinar series designed to help users take their eMoney skills to the next level. Replacing the existing Master’s series webinars, these sessions have the content you need to improve your competency—whether you’re a new user just finishing your Core Concepts or an eMoney expert.

The new Intermediate and Advanced webinar series builds on the foundation of our Core Concepts series by introducing curated, in-depth platform and planning concepts. While in Impactful Extras, we look at a broad range of features and best practices for their use.

Keep reading below for more details on these new webinars:

Intermediate series webinars are hosted daily at 11:00 a.m. ET and are designed for mid-level users, these sessions will expand your knowledge of the eMoney platform. Session topics will range from a deep dive into your investment assumptions to best practices for inputting personal property, and much more. 


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. These webinars will discuss everything from modeling annuities and stock options to an in-depth analysis of our Monte Carlo simulation. 


Finally, our new 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. Topics range from collaboration and organization to client portal engagement strategies, process flows for delivery, and much more. 

Stay tuned for these new webinar series as the new May session registrations begin to go live on our training page later this month!


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