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: CREATING PLANS AND INCORPORATING INTERACTIVITY
Learn how to build comprehensive financial plans using the eMoney platform and ways to incorporate interactive planning tools into your planning process.
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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