Wednesday, July 15 | 2:00 p.m. ET In this live webinar we'll explore how one successful advisor incorporated financial planning into his practice, and saw spectacular results. Learn how you can too.

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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.

A Guide for Charitable Giving | Thursday, August 6 at 2 p.m. ET

Many clients have philanthropic inclinations, but don't know where to start. This session, guest speaker James Werner, CFP® will address how advisors can bring up charitable giving topics with clients and determine an overall mission, so that a plan to balance goals for today and tomorrow can be put in place.

Register Today

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

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.