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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

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.

April 3rd & 4th - VIRTUAL 12:00pm ET (9:00am Pacific Time)

May 8th & 9th - VIRTUAL 12:00pm ET (9:00am Pacific Time)

June 5th & 6th - VIRTUAL 12:00pm ET (9:00am Pacific Time)

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