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emoney-planfund-training-icon-new  Platform Essentials Workshop
Learn how to onboard a client, deliver a differentiated client experience, and develop a financial plan - quickly and efficiently.

 

In this session, we'll uncover:

  • Features of the Client Portal so you can create a customized experience  that best meets the needs of your clients 
  • Streamlined practices for onboarding a client
  • Simplified approaches to easily produce financial plans with minimal client info and data entry
  • Fundamentals of Foundational Planning


Details:

  • $100 per seat 
  • Qualifies for 3 CFP® Continuing Education Credits.  Learn More
  • Duration: 1/2 Day, 8:45am - 12:30pm

WORKSHOPS CURRENTLY AVAILABLE:

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

September 15 - VIRTUAL 8:45am ET

 September 23 - VIRTUAL 8:45am PT

Custom Training


LOOKING FOR MORE PERSONALIZED 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.