Master Series Webinars


For intermediate to advanced users, join us weekly to deepen your knowledge of the platform and uncover best practices. For previously recorded webinars please visit our Recorded Weekly Training Webinars page.

November 25th, 2020 - Your eMoney Planning Toolbox

This session will review all the planning tools available in the eMoney platform and demonstrate how they can be used together throughout a client's lifetime, starting from a young professional in Foundational Planning and ending with showing estate distributions in the Decision Center.

December 2nd, 2020 - Create a Client Onboarding Process

Learn how to create an efficient process for onboarding new clients into the eMoney platform, including strategies for introducing the Client Portal and best practices for supporting their continued usage.

December 9th, 2020 - Virtual Client Meetings

Collaborating with clients is an essential part of the planning process, even more so when it is challenging to meet in person. This session will focus on hosting virtual meetings in eMoney and which features to use when preparing for, presenting in, and following up from these meetings.

December 16th, 2020 - Set Yourself Apart with Interactive Planning

Set yourself apart from your competitors by using interactive storytelling to show your clients how your recommendations can have a positive impact on their lives. This session will teach you how to master our interactive planning tools to show the result of your recommendations and engage your clients in real time.

December 23rd, 2020 - Refresh Your Knowledge with New eMoney Resources

Learning is ongoing and you can continue your eMoney education with newly added in-app resources. This session will break down the Knowledge Base and show you how to access user guides, interactive FAQs, training webinars, and more.

Webinars & Downloads

Custom 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.

© 2020 eMoney Advisor LLC    Privacy Policy | Security