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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. ETRegister Now
Whether you are just getting started with eMoney or you are an experienced user, there are always new features and techniques to learn and different ways you can incorporate the software into your business. By taking advantage of the variety of training resources offered, you can:
Knowing where to locate your resources and how to utilize them is the first step!
Featuring an easy to use virtual learning program and a library of resources, the Knowledge Base is a great way for you and support users in your office to educate on your own time and at your own pace. You can access the Knowledge Base by clicking on the Help tab on your homepage.
You can attend a live training webinar hosted by eMoney’s training team and learn in the comfort of your own office every Wednesday at 2:00 pm EST! Available for both new and experienced users, these weekly sessions focus on topic overviews, best practices, and new product releases.
Visit https://calendar.emoneyadvisor.com/Support/Training to view the upcoming calendar and register to attend.
Looking for a more personal training experience? Live training sessions will give you the opportunity to meet and learn with eMoney trainers as well as other advisors in your area using the software. We offer a three-day workshop that focuses on platform essentials and planning fundamentals. To view the upcoming schedule, daily agendas and pricing, please visit: https://calendar.emoneyadvisor.com/Support/Training
If you would like to speak to one of our representatives, we are always happy to assist! Customer Support is available from 8:00am EST – 8:00pm EST Monday – Friday.