Intermediate Series

For mid-level users, these 1 hour sessions expand your knowledge of the eMoney Platform. A session from this series is held daily at 11:00am ET.

Creating a Complete Picture:

Join us as we review the optimum workflow for maximum efficiency within the eMoney Platform.
Upcoming Dates:
May 23rd
June 4th, 13th, 25th

Understanding the Assumptions:

Discover the importance of accurate assumptions and how they affect cash flow simulations and your client's financial plans.
Upcoming Dates:
May 24th
June 5th, 14th, 26th

Entering Portfolio Assets:

Get ready to explore your client's portfolio assets. As an introduction to portfolio assets, this session outlines best practices for using facts and relevant reports to accurately enter investment types in to the eMoney platform.
Upcoming Dates:
May 28th
June 6th, 17th, 27th

Property and Protection in eMoney:

Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
Upcoming Dates:
May 29th
June 7th, 18th, 28th

Getting the Flows Right:

Join us for an in-depth look at all cash flow related Facts within eMoney. Review our advanced cash flow simulation, then dive deep into all income, expense, and transfer workflows.
Upcoming Dates:
May 30th
June 10th, 20th
July 1st

Diving Deeper with Reports:

Understand how to effectively use our most popular planning reports and even discover some lesser known reports. This session outlines how to use reports to their full potential and present customized presentations to your clients.
Upcoming Dates:
May 31st
June 11th, 21st
July 2nd

Planning for General Client Types:

Learn how to effectively use the eMoney platform to serve a variety of different client types. This session explores best practices for low, moderate, and high net worth households.
Upcoming Dates:
June 3rd, 12th, 24th

Webinars & Recordings Series

Custom 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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