Continuing Education Program

At eMoney, we're dedicated to helping CERTIFIED FINANCIAL PLANNERTM  professionals increase their financial planning proficiency. That's why we're offering live online opportunities for CFP® s to earn continuing education credits from programs that have been accepted by the CFP Board.  

Sign up here to join our monthly CE webinars. We'll notify you when it's time to sign up!

GET NOTIFIED OF FUTURE WEBINARS

Upcoming Sessions:

Bridging Generational Wealth with Smart Philanthropy and Wealth Transfer Strategies

(1 CFP® CE Credit)

Thursday, June 17 | 12:00 - 1:00 p.m. ET

Join Tobias Donath, Fidelity Investments, Colby Bircher, Fidelity Charitable, and Brandon Heid, from eMoney Advisor to explore the charitable opportunities and estate planning strategies that address intergenerational wealth transfers. Attendees will learn actionable tips to facilitating conversations and engage families around planning. 

How to Start The College Money Talk: Enhancing Financial Wellness, Family Dynamics & Client Loyalty

(1 CFP® CE Credit)

Thursday, July 8 | 2:00 - 3:00 p.m. ET

How a family pays for college is as important as how much they pay for college. Advisors have a unique opportunity to impact their clients’ legacy of financial wellness. In this discussion, advisors will receive insights from Nancy Paul, a bestselling author, speaker, consultant, and strategist for financial literacy in college planning.

MONTHLY CE WEBINARS

Each month, we offer a CE credit webinar so you can acquire many of the biennial CE credits you need, from wherever you are.**

FOR CFP PROS BY CFP PROS

Our CE sessions are designed and taught by our on-staff CFP professionals, so you can be sure that the webinar topics are relevant and that you will get the answers you need to your advanced planning questions.

YOUR PARTNER IN PLANNING

The CE program is another benefit of partnering with eMoney. We are committed to providing support at all stages of the planning lifecycle and addressing both the challenges that advisors face today as well as those that they may encounter tomorrow.

How it Works:

EXPLORE

Learn about upcoming CE sessions and register using your name, CFP Board ID and email address.

ATTEND

To obtain CE credits you must attend the live online session for which you registered.

CREDIT

We'll report your attendance to the CFP Board, and you will receive confirmation when credits are awarded.

**To receive CE credit, you must attend the live session.
**Each month, we offer a CE credit webinar so you can acquire many of the biennial CE credits you need, from wherever you are.

CONTACT INFORMATION

If you have any questions about eMoney's solution and services, please call
1-888-362-4612 or or visit us at www.emoneyadvisor.com
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