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     Platform Essentials       Planning Fundamentals       Advisor Roundtable       Advanced Planning     

emoney-planfund-training-icon-new  Planning Fundamentals Workshop

Learn the fundamentals for entering data in the fact finder, creating comprehensive financial plans, and how to incorporate interactive planning tools into your planning process.

In this one day course, we'll examine a practical client case from start to finish - including:

  • Identifying the key facts and efficient strategies for data entry

  • Modeling the client's current situation and what-if scenarios

  • Applying the Goal Planner to help clients visualize their goals

  • Demonstrating the impact of recommendations with Decision Center

  • Validating data with reports

  • Building customized and professional presentations

  • Presenting plans to clients

Details:

  • $200 per seat 

  • Breakfast and lunch provided

  • Duration: 1 Day, 8:45am-3:30pm

View Agenda

Workshops Currently Available:


   December 5 - Jersey City, NJ

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   December 6 - Boston, MA                         (Sold out -    Waitlist Open)

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   January 16 - Radnor, PA

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   January 23 - Atlanta, GA

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   January 30 - San Diego, CA

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   February 20 - Phoenix, AZ

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   March 5 - Radnor, PA

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   March 19 - Charlotte, NC

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   March 26 - San Francisco, CA

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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. 

Design Your Program