Developing Tomorrow's Advisors Today


Since 2015, eMoney has partnered with universities across the country to provide students pursuing financial planning degrees access to the eMoney platform. Through classroom learning and online training, students gain hands-on experience with the technology that advisors use every day to transform the financial planning experience.

Students also have the option to earn an official eMoney certification, a comprehensive application training course that includes both video content as well as practice activities and quizzes. Upon completion, students will have a marketable skill they can add to their resumes to distinguish themselves amongst their competition when entering the job market.

If you are involved in teaching or directing a CFP® board registered undergraduate program, we'd love to partner with you! Just fill out the form.

Indicate the nature of your inquiry, ie. requesting information on the program, getting setup, etc.
For interested students attending a university not currently enrolled in the eMoney University Program, please forward this page to your instructor.
If you're a student at a participating university, please contact your instructor or program director for more information.


Which schools are eligible to participate in the eMoney University Program?
Any college or university with a financial planning program that is certified with the Certified Financial Planner Board of Standards, Inc. (CFP Board).

How is eMoney incorporated into a school’s financial planning curriculum?
Participating program directors and professors work with the eMoney team to incorporate eMoney usage into their respective curricula. Students and professors receive free access to the eMoney platform throughout the duration of their class.

What is the eMoney certification?
The eMoney certification is developed for students in the eMoney University Program who complete self-guided, online training to understand how to use specific functionality within the eMoney platform. Training is divided into sections, and students are quizzed after each section to ensure proficiency. Upon completion of the online training, students receive an official certificate from eMoney that is printable and can be added to their resumes.

Which schools currently participate in the eMoney University Program?
As of 2020, eMoney works with over 70 universities in 31 states, and the list keeps growing.


If you have any questions about eMoney's solution and services, please call:
eMoney Advisor's Sales team at 1-888-362-4612

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