Live Training Workshops
In-person, collaborative, and interactive sessions to master the eMoney platform and effectively integrate it within your business.
Distraction-Free - Live training workshops hosted in state-of-the-art learning facilities
UPDATE: As a safety measure, all Live Training Workshops will be held as virtual sessions through May 31, 2020 due to the coronavirus.
Learn the essentials for getting started with the eMoney platform, delivering a differentiated client experience, and developing a financial plan – quickly and efficiently.
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process.
Reserve your seat at the Advisor Roundtable to uncover strategies for leading more engaging prospect and client meetings that showcase your value and eMoney digital service offering.
This CFP instructor led course is designed specifically for those that navigate complex planning scenarios and want to leverage the powerful advanced planning capabilities of the eMoney platform.