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October 19 - 21 Discover new ways to transform your business models, deliver value, and generate more successful outcomes for your clients at the seventh annual eMoney Summit from October 19 to 21.

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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.

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.

Artificial Intelligence and Financial Planning | Thursday, September 3 at 2 p.m. ET

Technology is evolving rapidly, and Artificial Intelligence is being incorporated across different industries. Guest speaker Andrew Brzezinski, PhD, CFA®, VP at Fidelity Investments will lead the discussion examining the current and future application of Artificial Intelligence (AI) to financial planning. As you learn how to balance AI with conventional thinking, you’ll be better prepared to make decisions on your financial tech stack and understand its impact on the client experience.

Register Today

Getting to Know H.E.N.R.Y.: Planning Considerations for Affluent Millennials | Thursday, October 1 at 2 p.m. ET

H.E.N.R.Y. (high income earner who is not rich yet) is an acronym commonly used to identify an affluent millennial client, one who may not possess a great amount of wealth now but has the potential to become a significant client in the future. In this session, we will discuss who H.E.N.R.Y. is, what matters most, along with common challenges and opportunities in working with this type of client.

Register Today

Stuck in the Middle Between Children and Elders - The Sandwich Generation | Thursday, November 5 at 2 p.m. ET

When we don’t know what to do, the fear of making mistakes can be paralyzing. In this session, speaker Craig Lytle CFP®, M.B.A, CLU® will discuss the difficulties of being in the Sandwich Generation, where individuals find themselves providing support to their children as well as their parents at the same time. Craig will talk about his experiences, including common mistakes people can make that lead to damaged relationships and wasted resources. Advisors will receive helpful action items and checklists to help guide clients who find themselves in the increasingly common situation.

Register Today

Check back again soon for future session topics and dates!

**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.