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     Platform Essentials       Planning Fundamentals       Advisor Roundtable       Advanced Planning     

planning-fundamentals-icon  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:


  October 24 - Lombard, IL (Sold out- waitlist open)

+ Register Today

  October 30 - San Jose, CA (Sold out-waitlist open)

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  November 7 - Minneapolis, MN

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  November 19 - San Diego, CA

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  November 21 - Cincinnati, OH

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  November 21 - Radnor, PA

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  December 5 - Jersey City, NJ

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  December 6 - Boston, MA

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Webinars & Downloads

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Weekly Training Webinars

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Product Update Webinars

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Recorded Weekly  Training Webinars

 

Custom Training


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Not seeing something that fits your needs?

Design Your Program to create your custom in-person training.

This approach is recommended for long-time eMoney users looking for in-depth training topics, new users looking to get their office up to speed. 

Design Your Program

 

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