Planning Fundamentals WorkshopLearn the fundamentals for entering data in the fact finder, creating comprehensive financial plans, and how to incorporate interactive planning tools into your planning process.
In this two-part course, we'll examine a practical client case from start to finish - including:
Part I:
- Identifying the key facts and efficient strategies for data entry
- Setting time-saving defaults
- Validating data with reports
Part II:
- Modeling the client's current situation and what-if scenarios
- Applying the Goal Planner to help clients visualize their goals
- Demonstrating the impact of recommendations with Decision Center
- Building customized and professional presentations
Details:
- Special: $400 per attendee (includes both Part I and Part II)
- The full Planning Fundamentals course (Part I & II) qualifies for 8 CFP® Continuing Education Credits. Learn More
- Duration: 1/2 Day Each, 7 hours total
WORKSHOPS CURRENTLY AVAILABLE:
Registration closes 24 hours prior to session.
Stay Tuned!
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.
©2022 eMoney Advisor, LLC - Privacy Policy | Security