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:
March 26th
April 4th, 15th, 24th
May 3rd, 14th, 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:
March 27th
April 5th, 16th, 25th
May 6th, 15th, 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:
March 28th
April 8th, 17th, 26th
May 7th, 16th, 28th

Property and Protection in eMoney:


Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
Upcoming Dates:
March 20th, 29th
April 9th, 18th, 29th
May 8th, 17th, 29th

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:
March 21st
April 1st, 10th, 19th, 30th
May 9th, 20th, 30th

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:
March 22nd
April 2nd, 11th, 22nd
May 1st, 10th, 21st, 31st

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:
March 25th
April 3rd, 12th, 23rd
May 2nd, 13th, 22nd

Webinars & Recordings Series

Custom Training

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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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