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:
September 27th
October 3rd, 12th, 23rd

Understanding the Assumptions:

Discover the importance of accurate assumptions and how they affect cash flow simulations and your client's financial plans.
Upcoming Dates:
September 25th
October 4th, 13th, 24th

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:
September 26th
October 5th, 25th

Property and Protection in eMoney:

Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
Upcoming Dates:
September 18th, 27th
October 6th, 26th

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:
September 19th, 28th
October 9th, 27th

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:
September 20th, 29th
October 10th, 30th

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:
September 21st
October 2nd, 11th, 20th, 31st

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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