Early Bird Pricing Extended

Continuing education (CE) and technology training are an essential part of every eMoney Summit, and this year is no different. So we extended Early Bird pricing through August so you can check out our newly released CE sessions.

As the industry’s premier conference for planning-led financial professionals, we’re offering 20 different continuing education sessions for up to 12 credit hours at the 2020 eMoney Summit*.

 Check out our continuing education sessions!

Beginner Product Training 

New eMoney users will leave the Summit with all the tools they need to onboard and engage with clients and prospects with eMoney. Learn more.

Advanced Track

These advanced classes are designed to push you to a new level of competency that can provide an immediate impact on your practice. Learn more.

Custom 1-on-1 Training 

Sit down with a professional eMoney trainer and take a deep-dive into a topic of your choice from Beginner to Advanced.

*Sessions are subject to change based off CFP® Board Approval.

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.