emoney-livetraining-logo-new-brand
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


Details:

  • Special: $200 per seat
  • Qualifies for 4 CFP® Continuing Education Credits.  Learn More
  • Duration: 1/2 Day

WORKSHOPS CURRENTLY AVAILABLE:

Registration closes 24 hours prior to session.

April 2nd - VIRTUAL 12:00pm ET (9:00am Pacific Time)

May 7th - VIRTUAL 12:00pm ET (9:00am Pacific Time)

June 4th - VIRTUAL 12:00pm ET (9:00am Pacific Time)

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.