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
Jan20 La Jolla, CA Register
Jan27 Phoenix, AZ Register
Feb3 Radnor, PA Register
Feb10 Atlanta, GA Register
Feb17 La Jolla, CA Register
Feb24 Houston, TX Register
Mar3 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
Jan25 Phoenix, AZ- SOLD OUT Register
Feb1 Radnor, PA Register
Feb8 Atlanta, GA Register
Feb15 La Jolla, CA Register
Feb22 Houston, TX Register
Mar1 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
Jan19 La Jolla, CA Register
Jan26 Phoenix, AZ Register
Feb2 Radnor, PA Register
Feb9 Atlanta, GA Register
Feb16 La Jolla, CA Register
Feb23 Houston, TX- SOLD OUT Register
Mar2 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

Decision & 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

2016 Recap & What's in Store for 2017

Join us as we give you a glimpse into what eMoney has in store for 2017 and review the year that was 2016.
Inexperienced & Experienced Register

eMoney Overview

eMoney has many tools available to your firm for different purposes. Join us as we walk through where to find everything!
Inexperienced Register

Snowed In!

It’s winter time and you have a meeting. You look outside and there’s two feet a snow on the ground. That doesn’t mean your meeting has to be cancelled! Learn how to conduct your meeting with a client while you both stay in the comfort of your own home.
Experienced Register

Meet the eMoney Team

In this session, we will discuss our platform along with all the support and training resources available to you as an eMoney subscriber.
Inexperienced Register

Protect Your Loved Ones

Reassure your clients that their loved ones will be taken care of in case of an unfortunate event.
Experienced Register

All About Connections

Join us as we break down how to establish both Advisor and Client connections along with best practices managing them going forward.
Inexperienced Register

Analytics vs. Analytics Pro

Join us as we show you the key differences between our Classic Analytics and Analytics Pro.
Experienced Register

Integration Efficiencies

Join us as we walk through all of eMoney’s integration features and how to use some of our most popular ones.
Inexperienced Register

ABC’s & 123’s of Education Planning

College acceptance letters are starting to arrive and your clients are seeing dollar signs. Help your clients plan ahead to ensure their children’s college education is paid for.
Experienced 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

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

Features Breakdown

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

Planning Tools Uncovered

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

Planning Foundations

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

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

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

Decision & 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.
Inecperienced 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