for expert insights on the most pressing topics financial professionals are facing today.
Continuing Education Webinar Marathon From April 20 – 29 (Earn up to 4 CFP® CE Credits)
In this week’s session, we offered best practices on how to introduce the Client Portal to your clients and how to set them up for success.
Looking for more eMoney training opportunities?
Check out how you can earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops.