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
Apr28 Radnor, PA Register
May5 Minneapolis, MN- SOLD OUT Register
May12 La Jolla, CA Register
May12 Burlington, MA Register
May19 Portland, OR Register
May24 Radnor, PA Register
Jun2 Charlotte, NC Register
Jun9 La Jolla, CA Register
Jun16 Denver, CO Register
Jun23 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

Date Location Register
Apr26 Radnor, PA Register
May3 Minneapolis, MN- SOLD OUT Register
May10 La Jolla, CA Register
May10 Burlington, MA Register
May17 Portland, OR Register
May22 Radnor, PA Register
May31 Charlotte, NC Register
Jun7 La Jolla, CA Register
Jun14 Denver, CO Register
Jun21 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
Apr27 Radnor, PA Register
May4 Minneapolis, MN- SOLD OUT Register
May11 Burlington, MA- SOLD OUT Register
May11 La Jolla, CA Register
May18 Portland, OR Register
May23 Radnor, PA Register
Jun1 Charlotte, NC Register
Jun8 La Jolla, CA Register
Jun15 Denver, CO Register
Jun22 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

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

All Aboard the Client Website!

Hop onboard the Client Portal train as we discuss the best practices surrounding the new onboarding feature designed to assist you with your prospecting and annual review strategies.
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 a Walk in your Client's Shoes

Join us as we take a look at the portal from your client’s perspective! Getting to see the view from the other side will help you understand all the bells and whistles so that you can decide upon the best rollout strategy for each of your clients.
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

Stay Proactive & Organized Using eMoney

From note taking to communicating, eMoney has a multitude of CRM tools to help you monitor your clients' activity behind the scenes.
Experienced & 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

Culprits of the Queue

Join us as we diagnose the most frequently asked questions our customer service reps hear and the solutions to prevent the need for a call in the future.
Experienced & 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

Connection Perfection

Don’t let those pesky error messages drive you crazy! Join us as we take a look at the most commonly seen issues in the connections console and how to properly diagnose them.
Experienced & Inexperienced Register

Introducing Your Clients to Connections

Connections are an important piece of the financial planning process and a great insight into your client's held away accounts! Learn how to communicate the benefits of connections to your client like a pro to get them started on the right foot with their client website.
Experienced & Inexperienced Register

Technical Difficulty?

Join us as we address a few common tech issues and the troubleshooting tips and best practices to avoid them.
Experienced & Inexperienced Register

The eMoney Masters Series Presents... Product Development Feedback Session

Join us for an exclusive preview of some things we’ve been working on. This session will feature members of the eMoney Product Development Team as they show-off some new ideas and products you may see in the future. We will also be asking for your direct feedback. We want to know what you think and how we can make our ideas even better. This session is an exclusive live event and WILL NOT BE RECORDED. So please tune in if you would like to see what we have in store. **LIVE ONLY. SESSION WILL NOT BE RECORDED**
Experienced & 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