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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 

  • Qualifies for 3 CFP® Continuing Education Credits 
    Click here to learn how it works.

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

  • 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 10 - VIRTUAL 8:45am CDT

+ Register Today

  June 17 - VIRTUAL 8:45am MDT

+ Register Today

  June 24 - VIRTUAL 8:45am EDT

+ Register Today

  July 15 - VIRTUAL 8:45am CDT


  July 22 - 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