for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreJoin our experts for online training sessions to help you master the eMoney platform and integrate it effectively into your business. See all of your February training opportunities below.
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 3 CE Credits.*$100 per seat
Upcoming dates: February 2, 17, 23
Learn the essentials for getting started with the eMoney platform, delivering a differentiated client experience, and developing a financial plan—quickly and efficiently. Earn 3 CE Credits.*$100 per seat
Upcoming dates: February 2, 17, 23
Learn the essentials for getting started with the eMoney platform, delivering a differentiated client experience, and developing a financial plan—quickly and efficiently. Earn 3 CE Credits.*$100 per seat
Upcoming dates: February 2, 17, 23
Visit our Continuing Education Page to view our upcoming live online opportunities for CFP®s to earn continuing education credits from programs that have been accepted by the CFP Board. Register for February’s webinar below:
The COVID-19 pandemic has had a profound impact on clients’ lives and their ability to achieve their financial goals. Join us as we dive into these various planning options, provide an overview of the recent stimulus, and demonstrate how to utilize eMoney’s platform for client conversations.
Thursday, February 4 from 2:00 – 3:00 p.m. ET
Learn from eMoney experts and your financial planning community. Check out our thought leadership blog, Heart of Advice, for more insights and best practices.
Join eMoney for part two in this three-part series as we jump into our application and take you through a demonstration of our software designed to support your financial planning and marketing strategies to drive business growth and client engagement.
Thursday, February 11 at 2:00 p.m. ET
Join us for the final part of our four-part series featuring Gregory Furer, CFP®, CRPC®, CEO of Beratung Advisors. In this session, Greg will show how to scale this process across your firm by implementing templates and workflows to deliver the type of client experience that helped Beratung grow their AUM by 500%.
Tuesday, February 16 at 2:00 p.m. ET
Join Gwendaline Mazzara, VP of Practice Management and Consulting, Fidelity Investments, and Laura van der Leeuw, Senior Demand Generation Strategist, eMoney Advisor, as they walk you through insights and recommendations to help you define, create, and promote a unique and authentic brand that lays the groundwork for successful digital marketing strategies.
Thursday, February 25 at 2:00 p.m. ET
Listen to Season 2 of our podcast as we offer insights and best practices for implementing digital marketing and cover topics like social media, content marketing, client communications, and more. Tune in for guest appearances from industry thought leaders and financial advisors, along with eMoney’s in-house marketing experts.
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.
Tuesday, February 2 at 2:00 p.m. ET
For intermediate to advanced users, join us weekly to deepen your knowledge of the platform and uncover best practices. Register below or check out our upcoming schedule and watch previously recorded sessions here.
Learn best practices for a successful client portal rollout and how to achieve a high client usage adoption rate.
Wednesday, February 3 at 2:00 ET
Your in-depth look at how eMoney handles taxes. We’ll also review how to set up your clients’ taxes accurately in the platform and show which reports you can utilize to verify your work and share with clients.
Wednesday, February 10 at 2:00 p.m. ET
Learn how to model a client’s stock options—and most importantly, where to verify that they’re functioning properly and how to set alerts for key dates.
Wednesday, February 17 at 2:00 p.m. ET
Learn key strategies on keeping clients active in eMoney and how to re-introduce the Client Portal as their go-to personal financial hub during these unique times.
Wednesday, February 24 at 2:00 p.m. ET
For beginners, these sessions cover the fundamentals of the core concepts and tools for getting started with the eMoney platform. You can complete a session either by attending a live webinar or watching a video. Live sessions are hosted daily and provide a forum to ask questions. Videos are available for those who are unable to attend a live session or prefer to learn on their own. View all sessions here.
Looking for more resources? Check out Your 2021 eMoney In-App Resources to learn more about the Knowledge Base, interactive FAQs, and more.
