Training Services are available to subscribed eMoney users.


Interactive workshops


Training I can attend from anywhere


Training tailored for my business
Live Training Workshops

Collaborative and interactive sessions to master the eMoney platform and effectively integrate it within your business.

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 4-8 CFP® CE credits for qualifying training workshops. Click here to learn more.


Platform Essentials

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


Planning Fundamentals

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


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.

Workshops, Webinars & Recordings
Learn the eMoney platform through live and recorded sessions that you can attend from anywhere. Visit the Training menu in your eMoney app for more information about learning journeys and recordings.

Custom 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.

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