eMoney Training Opportunities March 2023
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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 March!
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.
March 8th, 17th, 28th 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.
March 9th, 20th, 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.
March 1st, 10th, 21st, 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.
March 2nd, 13th, 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.
March 3rd, 14th, 23rd 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.
March 6th, 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.
March 7th, 16th, 27th at 11:00 a.m. ET
Advanced Series Webinars
Advanced series sessions are hosted bi-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.
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, March 2 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, March 16 at 2:00 p.m. ET
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, March 30 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 Divorce in eMoney
Divorce is always a delicate situation, and this session will show you how to model it within the eMoney platform. We’ll demonstrate how to split a household and assets into separate client profiles.
Wednesday, March 29 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.
February 2023 Product Updates
Learn about all of the latest feature releases and how to implement them into your practice. This session will cover February releases.
Tuesday, March 7th 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.
Implementing Estate Planning Education to Empower Planning-centric Conversations (1 CFP® CE Credit)
Join Trust & Will’s Mitch Mitchell and Andres Mazabel as they discuss the importance of implementing estate planning into an advisors practice. They’ll discuss the basics of estate planning, how to lead with education, and how to build a scalable process that enables you to deepen client relationships.
Thursday, March 2 from 2:00 – 3:00 p.m. ET
2023 Tax Legislation Insights, SECURE 2.0 and eMoney Analysis (1 CFP® CE Credit)
Join eMoney for an in-depth look at recent tax law updates for 2023 focusing on Secure Act 2.0. Our discussion will include eMoney platform updates that result from the legislative changes as well as using the eMoney application to facilitate engaging tax conversations with your clients.
Thursday, March 9 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. *$400 per seat.
Upcoming dates: March 7, and March 21
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.*$800 per seat, includes both days.
Upcoming dates: March 8th & 9th and March 22nd & 23rd
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.*$400 per seat, per session.
Upcoming dates: March 14th & 15th
Please note that we have recently updated our pricing for Virtual Live Training Workshops.
Questions about these training events or looking for more resources? Email training@emoneyadvisor.com
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