What type of training are you looking for?

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Interactive workshops

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Training I can attend from anywhere

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Training tailored for my business

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.

Earn CFP® CE Credits - Receive 3-7 CFP® CE credits for qualifying live training workshops. Click here to learn more.


UPDATE: As a safety measure, all Live Training Workshops will be held as virtual sessions until further notice due to the coronavirus.

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Platform Essentials

Learn the essentials for getting started with the eMoney platform, delivering a differentiated client experience.

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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 engage in interactive discussions with your peers and members of the eMoney team as we discuss different approaches to important topics in our industry.

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Comprehensive 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.

Webinars & Recordings Series

Custom Training

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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.

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