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emoney-planfund-training-icon-new  Planning Fundamentals Workshop
Learn 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


  • $200 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: 7 hrs total
  • Part I: 3.5 hrs
  • Part II: 3.5 hrs


UPDATE: As a safety measure, all Live Training Workshops will be held as virtual sessions until further notice due to the coronavirus.
Registration closes 24 hours prior to session.

October 14th & 15th - VIRTUAL 9:00am PT

October 21st & 22nd - VIRTUAL 9:00am ET

Custom Training



Design a customized 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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