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Webinar Recap: Tools for Collaborating in eMoney

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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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In this session, we reviewed which features in the platform help you to connect with other eMoney users, industry professionals, and clients, as well as how to use these features to stay organized and collaborate during the planning process.

 

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Looking for more eMoney training opportunities?

Check out how you can register for our upcoming Master Series webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops.


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