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.

Date Location Register
Jul28 Chicago, IL- SOLD OUT Register
Aug11 Jersey City, NJ/New York, NY Register
Aug18 La Jolla, CA Register
Aug25 Seattle, WA Register
Aug30 Radnor, PA Register
Sep8 Lombard, IL Register
Sep15 Atlanta, GA Register
Sep20 La Jolla, CA 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

Date Location Register
Jul26 Chicago, IL Register
Aug9 Jersey City, NJ/New York, NY Register
Aug16 La Jolla, CA Register
Aug23 Seattle, WA Register
Aug28 Radnor, PA Register
Sep6 Lombard, IL Register
Sep13 Atlanta, GA Register
Sep18 La Jolla, CA 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
Jul27 Chicago, IL- SOLD OUT Register
Aug10 Jersey City, NJ/New York, NY Register
Aug17 La Jolla, CA Register
Aug24 Seattle, WA Register
Aug29 Radnor, PA Register
Sep7 Lombard, IL Register
Sep14 Atlanta, GA Register
Sep19 La Jolla, CA 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

Client site: Setup & Onboarding

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

Long Term Care Planning Reports

Some of your client's biggest concerns can be addressed with the click of a button by using these fan favorite solver reports
Experienced Register

Client site: Features Breakdown

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

Needs Analysis Overview

This session will take a look at the Needs Analysis section of Tools and give you some best practices on how and why to use them.
Experienced Register

Client site: Best Practices & 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

Explore the Efficient Frontier!

Tune in as we take a deeper look at the Portfolio Analysis Tool.
Experienced Register

Planning Tools Uncovered

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

Move that Money!

Join us as we look at different ways to reinvest money in our system.
Experienced & Inexperienced Register

Planning Foundations

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

Monte Carlo Makeover

Tune in as we delve into the volatile world of Monte Carlo.
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

The ABC's of Education Planning

Summer break is over. In this session, we will look at all of the ways to plan for education goals in the system.
Experienced Register

eMoney Cash Flow 101

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

Modeling What-Ifs Scenarios with Interactive Tools

In this session, we will show you how to model unforeseen financial events and other stress tests in the interactive tools.
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

Marketing Re-imagined: ABM 2.0

Our already popular marketing subscription has received a huge face-lift. Let’s look at the power it can bring to your business strategy.
Experienced & Inexperienced Register

Decision and 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

Help is on the Way!

We’ve added a host of new “help” features to the client site. Let us walk you through exactly what we’ve been working on, and the ways these new features will streamline your relationship with your clients even further.
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

Firm Level Solutions

Bringing eMoney into your entire office has its perks. In this session, we will look at how to monitor compliance and efficiency for the whole firm through our Advisor Assurance and Analytics tools.
Experienced & 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

Take the Lead

Explore eMoney's new tool for capturing prospective leads.
Experienced & 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