Core Concepts: Build a Plan with Advanced Planning
Learn how to build your custom client recommendations using the Advanced Planning tool. By the end of the course you’ll be able to:
- Review key elements before creating an Advanced Plan
- Apply techniques to plans to show recommendations
- Learn to leverage what-ifs
To access the content for this topic, fill out the form below.
Webinars & Downloads
Custom Training
LOOKING FOR MORE PERSONALIZED TRAINING?
Design a customized virtual or in-person program to meet your training needs.
This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed.