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eMoney Training Opportunities February 2021

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Join us for Assessing Your Financial Planning Strategy (Part 1) on Thursday, May 20, at 12:00 p.m. ET

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Join 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.

Virtual Live Training

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.


Platform Essentials

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

Planning Fundamentals

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

Advanced Planning

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

Continuing Education

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:


Financial Planning Opportunities

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 

Thought Leadership

Learn from eMoney experts and your financial planning community. Check out our thought leadership blog, Heart of Advice, for more insights and best practices.


Planning and Marketing in Action

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

Do More Planning: Scaling for Success

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 

Building a Strong Digital Brand 

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

New Episodes of That Makes Cents

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.

Product Update Webinar

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.


January 2021 Product Updates

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 

Master Series Weekly Webinars

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.


Best Practices for a Successful Client Site Rollout 

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 Guide to Tax Planning 

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

Entering Stock Options in eMoney 

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

Keep Clients Engaged with the Client Portal 

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

Core Concepts Series Webinars

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.


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