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emoney-platess-training-icon-new  Platform Essentials Workshop

Learn how to onboard a client, deliver a differentiated client experience, and develop a financial plan - quickly and efficiently. 

In this session, we'll uncover:

  • Features of the Client Portal so you can create a customized experience  that best meets the needs of your clients 

  • Streamlined practices for onboarding a client

  • Simplified approaches to easily produce financial plans with minimal client info and data entry

  • Fundamentals of Foundational Planning


  • $100 per seat 

  • Breakfast provided

  • Approved for 3 CFP® Continuing Education Credits

  • Duration: 1/2 Day, 8:45am - 12:30pm 

View Agenda

Workshops Currently Available:

  January 15 - Radnor, PA

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  January 22 - Atlanta, GA

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  January 29 - San Diego, CA

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  February 12 - Jersey City, NJ

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  February 13 - Boston, MA

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  February 19 - Phoenix, AZ

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  March 4 - Radnor, PA

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  March 18 - Charlotte, NC

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  March 25 - San Francisco, CA

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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