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emoney-advplan-training-icon-new  Advanced Planning Workshop

This CFP® instructor led course is designed specifically for advisors who navigate complex planning scenarios and want to leverage eMoney’s advanced planning capabilities.

In this one-day course, we'll examine real-life examples for:

  • Entering detailed information into all facets of the Advanced Fact Finder including Annuities and Stock Options

  • Planning techniques for Cash Flow, Retirement, Education, Tax, Insurance, and Estate Planning

  • Running Monte Carlo simulations

  • Building scenarios to use in reports and interactive tools


  • $200 per seat

  • Qualifies for 6.5 CFP® Continuing Education Credits
    Click here to learn how it works.

  • Duration: 1 Day, 8:45am-3:30pm

  • Registration closes 24 hours prior to session

View Agenda

Workshops Currently Available:

UPDATE: As a safety measure, all Live Training Workshops will be held as virtual sessions through July 31, 2020 due to the coronavirus.

May 27 - VIRTUAL 8:45am CDT

+ Register Today

Custom Training




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. 

Design Your Program