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Continuing Education Program

At eMoney, we're dedicated to helping CERTIFIED FINANCIAL PLANNERTM professionals increase their financial planning proficiency. That's why we're offering live online opportunities for CFP®s to earn continuing education credits from programs that have been accepted by the CFP Board.

Sign up here to join our monthly CE webinars. We'll notify you when it's time to sign up!

 

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MONTHLY CE WEBINARS

Each month, we offer a CE credit webinar so you can acquire many of the biennial CE credits you need, from wherever you are.**

FOR CFP® PROS BY CFP® PROS

Our CE sessions are designed and taught by our on-staff CFP® professionals, so you can be sure that the webinar topics are relevant and that you will get the answers you need to your advanced planning questions.

YOUR PARTNER IN PLANNING

The CE program is another benefit of partnering with eMoney. We are committed to providing support at all stages of the planning lifecycle and addressing both the challenges that advisors face today as well as those that they may encounter tomorrow.

Financial Planning Opportunities in 2021

Thursday, February 4 from 2:00 - 3:00 p.m. ET

Register Today

Tax Legislation Projections in a New Era

Thursday, March 4 from 2:00 - 3:00 p.m. ET

Register Today

The Impact of Financial Education and Literacy on Client Success: A Panel Discussion

Thursday, April 1 from 2:00 - 3:00 p.m. ET

Register Today

Understanding the Role of Behavioral Finance in Client Relationships: A Fireside Chat

Thursday, May 6 from 2:00 - 3:00 p.m. ET

Register Today

How it Works:

  • Explore: Learn about upcoming CE sessions and register using your name, CFP Board ID, and email address.
  • Attend: To obtain CE credits, you must attend the live online session for which you registered.
  • Credit: We’ll report your attendance to the CFP Board, and you will receive confirmation when credits are awarded.

**To receive CE credit, you must attend the live session.
**Each month, we offer a CE credit webinar so you can acquire many of the biennial CE credits you need, from wherever you are.