Register for Training

Advisor Best Practices Workshop

Suggested for:

  • Advisors using emX or emXPro

In this workshop, we will cover:

  • How to Position eMoney
  • Presenting with eMoney
  • Introducing eMoney to a New Client
  • Client Worries & Objections
  • Interactive Planning Tools
  • How to Set Yourself Apart Using eMoney

View Agenda.

Starting March 1, 2017, Advisor Best Practices workshops will use the following agenda: View Agenda

Date Location Register
Feb24 Houston, TX- SOLD OUT Register
Mar3 Radnor, PA Register
Apr5 La Jolla, CA Register
Apr7 Orlando, FL Register
Apr21 San Francisco, CA Register
Apr28 Radnor, PA Register
May5 Minneapolis, MN Register
May12 La Jolla, CA Register
May12 Burlington, MA Register
May19 Portland, OR Register
May24 Radnor, PA Register

Essentials Workshop

Suggested for:

  • Support staff members who handle data entry

In this workshop, we will cover:

  • Connection Best Practices
  • Launching a Client Site
  • Data Entry Basics
  • Report Basics

View Agenda

Starting March 1, 2017, Essentials workshops will use the following agenda: View Agenda

Date Location Register
Mar1 Radnor, PA Register
Apr3 La Jolla, CA Register
Apr5 Orlando, FL Register
Apr19 San Francisco, CA Register
Apr26 Radnor, PA Register
May3 Minneapolis, MN Register
May10 La Jolla, CA Register
May10 Burlington, MA Register
May17 Portland, OR Register
May22 Radnor, PA Register

Planner Essentials Workshop

Suggested for:

  • Support staff or Advisors involved in the
    Planning process

In this workshop, we will cover:

  • Sample Clients
  • Fact Finder
  • Reports
  • Advanced Planning Tool
  • Goal Planner
  • Decision Center
  • Distribution Center
  • Building Presentations

View Agenda.

Date Location Register
Feb23 Houston, TX- SOLD OUT Register
Mar2 Radnor, PA Register
Apr4 La Jolla, CA Register
Apr6 Orlando, FL Register
Apr20 San Francisco, CA Register
Apr27 Radnor, PA Register
May4 Minneapolis, MN Register
May11 La Jolla, CA Register
May11 Burlington, MA Register
May18 Portland, OR Register
May23 Radnor, PA Register


Attend a Live Training Webcast without leaving the comfort of your office! If you have difficulty, please call 1-888-362-8482.

Coaching Sessions

Every Tuesday at 2pm (EST)

Ready to master the fundamentals of eMoney? In this WebEx series, we'll highlight key features of the system and best practices that will help you build the skills you'll need to get started with eMoney.

eMoney Master Series

Every Wednesday at 2pm (EST)

Feel like you've tackled the basics of eMoney? Tune into our Weekly Wednesday Webexes where we'll dig deeper into facets of the system that you are already familiar with.

Previously Recorded Webcasts


Browse an archive of previously recorded webcasts and watch them anytime, anywhere.

Date Topic Audience Register

What is the Client Website?

Join us as we overview the Client Experience! In this introductory session we will preview a client website and discuss the many reasons your clients could benefit from use.
Inexperienced Register

It’s that Time of Year...Taxes

Help your clients prepare for Uncle Sam. Join us as we uncover some helpful tips and tricks to ensure your clients have a smooth tax season.
Experienced Register

Setup and Onboarding

This session will guide you through how to create the client website and take a look at our new interactive onboarding.
Inexperienced Register

A New Look at Annuities

In this session we will uncover the key elements to entering and modeling Annuities in eMoney, as well as Best Practices for reporting.
Experienced Register

Features Breakdown

Join us for an in-depth look at each available feature of our customizable client portal.
Inexperienced Register

Learning to Use & Understand The Knowledge Base

Join one of our Knowledge Base Architects as he guides you through Knowledge Base basics such as how to's, user guides and videos while teaching you how to maximize this powerful new learning tool.
Inexperienced & Experienced Register

Client Website Best Practices and Engagement

Mastering the client site takes some time! In this session we will discuss client site best practices to help increase client usage. We will also outline strategies to re-engage your clients.
Inexperienced Register

Elite 8 Reports

The top 8 teams in the country have emerged- let’s take a look at the top 8 reports in emX.
Experienced Register

Planning Tools Uncovered

Join us as we overview the key features of each tool within eMoney's planning suite.
Inexperienced Register

Estate Planning Reports & The Distribution Center

Join us as we take a look at some of the most popular Estate Planning Reports, others that you might not be utilizing and our interactive estate planning tool, the Distribution Center.
Experienced Register

Planning Foundations

Join us as we walk through best practices of entering client data and fact checking with key reports.
Inexperienced Register

Catering Planning to YOUR Client- Retirees

In this 4 part series we will highlight client demographics and the respective tools & reports for each. Join us as we kick off the series by taking a look at the Income Summary Tool and Investment Reports that will help supplement your client's retirement needs.
Experienced Register

Introductory Planning Tools

Take a look at some tools we have available for simpler planning needs. Our goal planner focuses on your clients’ major expenses in a sleek & simple format. Needs Analysis allows you to quickly determine if a client has a gap in a particular financial area.
Inexperienced Register

Catering Planning to YOUR Client- Business Owner

In this 4 part series we will highlight client demographics and the respective tools & reports for each. Tune in this week as we show you how to model a business and review the cash flow reports that correlate.
Experienced Register

eMoney Cash Flow 101 (Pro License)

This session will take a deep dive into how our simulation works, what facts are essential for your output needs, and a breakdown of our backbone report – the cash flow
Inexperienced Register

Catering Planning to YOUR Client- High Net Worth

In this 4 part series we will highlight client demographics and the respective tools & reports for each. In this episode you’ll learn how to implement trusts into your plan in order to model a tax efficient estate.
Experienced Register

Advanced Planning Scenarios

In this session we will demonstrate how to use Advanced Planning effectively by walking you through the steps of how to build custom scenarios.
Inexperienced Register

Catering Planning to YOUR Client- Average Joe

In this 4 part series we will highlight client demographics and the respective tools & reports for each. Recommend common techniques using Needs Analysis & Decision Center to put your client's mind at ease.
Experienced Register

Decision Center & Distribution Center

Our first interactive planning tools have had a major impact on how we do financial planning. This session will introduce the tools from a new user perspective.
Inexperienced Register

Advisor Personas

Is there really such thing as an "average client?" Here at eMoney, it's important for us to understand who our clients are, how they do business and what we can do to optimize their day to day activities. Join us as our very own User Experience Researcher, Evan Eiswerth, explains what we've been up to these past couple of months to determine just that.
Experienced & Inexperienced Register

Planning Reports & Deliverables

This session highlights some of our most popular planning reports and how to compose your own custom deliverable that can be saved as a global template.
Inexperienced Register

Advisor Branded Media

In this session we will cover how to use the Advisor Branded Media subscription to market your current and potential clients.
Inexperienced Register

Prospecting with emX

In this session, we will take a look at how to showcase the system from a perspective to attract your new clients!
Inexperienced Register

Interactive Tools in Client Meetings

Let’s take a look at best practices for using the interactive tools when meeting with existing & prospective clients.
Inexperienced Register

emX Proactive Features

Today we will uncover some of the often overlooked features in emX that can help you stay ahead of the curve!
Inexperienced Register

Note: If you're interested in live training but do not have emX, please email

Custom Training

Not seeing something that fits your needs? Click Design Your Program to create your custom in-person training.

This approach is recommended for long-time eMoney users looking for in-depth training topics, new users looking to get their office up to speed, and anyone not on emX.

Design Your Program