eMoney Training Opportunities August 2024
This month, we’re hosting virtual training, weekly webinars, and more. Join our experts for online training sessions to help you master the eMoney platform and integrate it effectively into your business in August!
eMoney Training Webinars
Our Training team offers various levels of live and on-demand training on the eMoney application designed to take your competency to the next level. Click the links below to jump to the appropriate training series for you.
Core Concepts Series Webinars
The Core Concepts series is a part of our Getting Started program which covers the basics of the platform for users who are new to the platform or looking for a refresh. What was previously a series of six, one-hour live webinars has been converted to a new micro-learning format. Learn more about the new micro-learning format for the Core Concepts Series here.
Ready to get started? To view all the available sessions and sign up click here!
Intermediate Series Webinars
Intermediate series webinars are hosted daily at 11:00 a.m. ET and are designed for mid-level users to expand their knowledge of the eMoney platform. Session topics will range from a deep dive into investment assumptions to best practices for inputting personal property, and much more. View all sessions here.
Creating a Complete Picture
Join us as we review the optimum workflow for maximum efficiency within the eMoney platform.
August 6th, 15th, 26th at 11:00 a.m. ET
Understanding the Assumptions
Discover the importance of accurate assumptions and how they affect cash flow simulations and your client’s financial plans.
August 7th, 16th, 27th at 11:00 a.m. ET
Entering Portfolio Assets
Get ready to explore your client’s portfolio assets. The session outlines best practices for accurately entering all Investment types, from cash accounts to stock options, into the eMoney platform.
August 8th, 19th, 28th at 11:00 a.m. ET
Property and Protection in eMoney
Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.
August 9th, 20th, 29th at 11:00 a.m. ET
Getting the Flows Right
Join us for an in-depth look at all cash flow-related Facts within eMoney. Review our advanced cash flow simulation, then dive deep into all income, expense, and transfer workflows.
August 1st, 12th, 21st, 20th, 30th at 11:00 a.m. ET
Diving Deeper with Reports
Understand how to effectively use our most popular planning reports and even discover some lesser-known reports. This session outlines how to use reports to their full potential and present customized presentations to your clients.
August 2nd, 13th, 22nd at 11:00 a.m. ET
Planning for General Client Types
Learn how to effectively use the eMoney platform to serve a variety of different client types. This session explores best practices for low, moderate, and high net worth households.
August 5th, 14th, 23rd at 11:00 a.m. ET
Advanced Series Webinars
Advanced Series sessions are hosted weekly on Thursday at 2:00 p.m. ET and are for more advanced users. These sessions provide a deeper look at modeling more sophisticated planning concepts using eMoney.
Annuities
Annuities can be complicated, but they don’t have to be. Join us to gain a deeper understanding into efficient annuity strategy and product types.
Thursday, August 1 at 2:00 p.m. ET
A-Z Business Interests
Do your clients own businesses? Discover the different business types in eMoney, and the best practices to showcase business planning in the application.
Thursday, August 8 at 2:00 p.m. ET
Charitable Giving
Discover common gifting strategies such as Planned Gifts, qualified charitable distributions, various charitable trusts and more.
Thursday, August 22 at 2:00 p.m. ET
Estate Planning
Learn how to build the foundation you need with eMoney’s estate planning capabilities which allow you to create and present simple and complex estate plans for your clients.
Thursday, August 29 at 2:00 p.m. ET
Impactful Extras Series
Our Impactful Extras Series webinar is hosted on the last Wednesday of the month, at 2:00 p.m. ET and is for users of any level. In Impactful Extras, we discuss a broad range of features included in eMoney and their far-reaching impact. View the full schedule and previously recorded webinars here.
Modeling Changes to Homeowners Insurance Policies
Does your client live in a high risk climate disaster area? Have they received a notice from their insurer dropping their home insurance policy? Recent events in several states have changed the homeowners insurance industry across the country. Here we will look to model this real world scenario in eMoney with potential outcomes and solutions for your clients in this rapidly changing landscape.
Wednesday, August 28 at 2:00 p.m. ET
Product Update Webinar
Stay up to date on the newest enhancements with our monthly recaps. Register below or check out our upcoming schedule and watch previously recorded sessions here.
August 2024 Product Updates
Learn about all of the latest feature releases and how to implement them into your practice. This session will cover July releases.
Tuesday, August 6 at 2:00 p.m. ET
Continuing Education & Thought Leadership Webinars
Visit our Continuing Education Page to view our upcoming live online opportunities for CFP®s to earn continuing education credits from programs accepted by the CFP Board or check out our thought leadership blog, Heart of Advice, for more insights and best practices.
How to Meet Future Client Needs with Financial Advice
(1 CFP® CE Credit)
As the financial services industry evolves, people are placing more emphasis on the advice you provide. Clients want an advisor who will answer questions, support them in reaching their goals, and provide peace of mind, especially when markets are volatile. Financial advisors are beginning to incorporate hyper-personalization efforts in their client experience to meet this need.
Putting this into action presents challenges, including how to position advice when clients are stressed, navigating emotional decisions, and making the experience repeatable for others.
Thursday, August 1 from 2:00 – 3:00 p.m. ET
Virtual Live Training Workshops
Join our eMoney Training team and your peers for these interactive, online workshops. Register using the links below or visit our Live Training Page to view the upcoming schedule, daily agendas, and more.
Platform Essentials
Learn the essentials for getting started with the eMoney platform, delivering a differentiated client experience, and developing a financial plan—quickly and efficiently. Earn 4 CE Credits.
Upcoming dates: August 6th
Planning Fundamentals
Learn the fundamentals for creating comprehensive financial plans and incorporating interactive planning tools into your financial planning process. Earn up to 8 CE Credits.
Upcoming dates: August 7th & 8th
Comprehensive Planning
These CFP® instructor-led sessions help you learn how to enter detailed information into all facets of the Advanced Fact Finder, create planning techniques, and build scenarios to use in reports and interactive tools. Earn up to 8 CE Credits.
Upcoming dates: August 13th, 14th, & 15th
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com