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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.

 November 4 - VIRTUAL 8:45am ET

 November 12 - 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.