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
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.
Let’s design a customized in-person program that’s tailored to your business and learning objectives.
This approach is recommended for 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.