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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


  • $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.

   June 11 - VIRTUAL 8:45am CDT

+ Register Today

   June 18 - VIRTUAL 8:45am MDT

+ Register Today

   June 25 - VIRTUAL 8:45am EDT

+ Register Today

   July 16 - VIRTUAL 8:45am CDT


   July 23 - VIRTUAL 8:45am MDT


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