Core Concepts: Build Your Knowledge of Decision Center
Learn the best practices for using the Decision Center. This series will cover the fundamentals of the tool while preparing you to use the system in client meetings. By the end of the course you’ll be able to:
- Model a client's current situation and what-if scenarios with Advanced Planning
- Apply the Goal Planner to help clients visualize their goals
- Demonstrate, in real-time, the impact of recommendations with Decision Center
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.