Live Training Workshops

In-person, collaborative, and interactive sessions to master the eMoney platform and effectively integrate it within your business.

Distraction-Free - Live training workshops hosted in state-of-the-art learning facilities

Meet eMoney Experts - Hands-on training, individualized support, and answers to all your questions provided by eMoney subject matter experts

Learn From Your Peers - Gain valuable insight, share knowledge, and brainstorm ideas with fellow eMoney users

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.

Platform Essentials

Learn the essentials for getting started with the eMoney platform, delivering a differentiated client experience, and developing a financial plan – quickly and efficiently.

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Planning Fundamentals

Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process.

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Advisor Roundtable

Reserve your seat at the Advisor Roundtable to uncover strategies for leading more engaging prospect and client meetings that showcase your value and eMoney digital service offering.

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Advanced Planning

This CFP^® instructor led course is designed specifically for those that navigate complex planning scenarios and want to leverage the powerful advanced planning capabilities of the eMoney platform.

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Webinars & Recordings

Learn the eMoney platform through live and recorded sessions that you can attend from anywhere. Visit the Help menu in your eMoney app for more information about schedules and recordings.

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.