Core Concepts Series
Designed for beginners, these courses cover the fundamentals of the core concepts and tools for getting started with the eMoney platform. This new course design empowers self-directed learning for all to digest at their own pace. The segmented content allows for quick review of specific points as well as a quick knowledge check upon course completion.
TOPIC 1: NAVIGATING EMONEY
Learn how to navigate the eMoney platform so you know where to find what you need, including aggregation, troubleshooting best practices, and go-to resources.
TOPIC 2: ENTERING DATA
Learn the fundamentals for entering client info into the Fact Finder and time-saving strategies for data entry.
TOPIC 3: TROUBLESHOOTING REPORTS & CREATING PRESENTATIONS
Learn the best practices for using reports to validate the data that powers your plans and how to create customized and professional presentations.
TOPIC 4: INITIALIZING YOUR CLIENT EXPERIENCE
Get ready to deliver your differentiated client experience. Uncover the features of the Client Portal to create a customized client experience and streamline practices for onboarding a client.
TOPIC 5: BUILD A PLAN USING ADVANCED PLANNING
Learn how to build your custom client recommendations using the Advanced Planning tool.
TOPIC 6: PRESENTING WITH GOAL PLANNER
Learn the key functionality of Goal Planner and leave prepared to use the tool in client meetings.
TOPIC 7: 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.
OPTIONAL: CREATING A SIMPLE FINANCIAL PLAN
Learn fundamentals of the Foundational Planning tool and simplified approaches to easily produce financial plans with minimal client information and data input.
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.
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