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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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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