eMoney Training Opportunities July 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 July!
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.
July 8th, 17th, 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.
July 9th, 18th, 29th 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.
July 10th, 19th, 30th 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.
July 11th, 22nd, 31st 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.
July 1st, 12th, 23rd 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.
July 2nd, 15th, 24th 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.
July 16th, 25th 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.
Investment Planning
Join us as we deep dive into our additional planning tools, like our portfolio analysis, to learn about their underlying investment assumptions, inputs and outputs.
Thursday, July 11 at 2:00 p.m. ET
Monte Carlo
Join us to gain a deeper understanding of Monte Carlo projections. This session details the eMoney Monte Carlo simulations, important tips, and how to use these simulations to prepare clients for the future.
Thursday, July 18 at 2:00 p.m. ET
Stock Options
We will explore different types of stock options, as well as how to take advantage of the corresponding reports to help your clients maximize their potential returns.
Thursday, July 25 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.
Incorporating What-Ifs in your Client’s Plan
There are multiple What-Ifs in eMoney that are separate from the Scenarios. We will explore the various What-Ifs, their purpose, and which reports that best utilize them.
Wednesday, July 31 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.
July 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.
Empowering Advisors: Navigating Life’s Milestones in Estate Planning
(1 CFP® CE Credit)
With clients increasingly prioritizing estate planning, this webinar offers a comprehensive look at life’s various milestones—such as marriage, parenthood, home ownership, and more. It provides insights into essential actions clients should take concerning their estate documents. By attending this webinar, advisors will be equipped to identify opportunities and facilitate a proactive approach to estate planning.
Thursday, July 11 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: July 16th
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: July 17th & 18th
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: July 23rd, 24th, & 25th
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com