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eMoney Advisor Provides Access to Planning Platform and Certification Program for FPA Virtual Externship Participants

  • Nearly 2,000 participants have access to the eMoney platform and can complete an eMoney certification
  • Certification provided in partnership with Thought Industries, which offers immersive online learning platform to elevate training and prove technology competency

Radnor, Pa. – July 8, 2020 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced it will make its eMoney certification available for free to nearly 2,000 participants in the Financial Planning Association® (FPA®)’s Virtual Externship, which launched on June 1. As the exclusive technology partner, eMoney is also providing participants with access to eMoney Premier, its most robust planning platform, as well as its Advisor Branded Marketing (ABM) solution, and support from its in-house financial planning team. The eight-week program was created in response to the cancellation of internships and job losses within the financial planning profession due to the COVID-19 pandemic.

“We’re proud to sponsor this program and ensure students and financial professionals are not limited to a shortage of opportunity in today’s ever-changing climate,” said Matthew Schulte, head of financial planning at eMoney. “As technology adoption increases among financial planners, competency in the tools being used is a critical skill for the people who will shape the future of this profession.”

Previously only offered to students in the eMoney University Program, the eMoney certification is a comprehensive application training course that includes both video content and interactive content types. Powered by Thought Industries, the world’s leading B2B customer training provider, the online learning module is available to participants until July 31, 2020. Upon completion, aspiring CFP® professionals will have a marketable skill they can add to their resumes to distinguish themselves amongst their competition when navigating the job market.

“Working alongside eMoney Advisor the past three years has been a rewarding experience and providing FPA virtual externship participants and aspiring certified financial planning professionals with an engaging learning experience through our platform to help them become more marketable is a great way to give back,” said Barry Kelly, CEO, Thought Industries.

The eMoney certification serves as a supplement to the FPA Virtual Externship, which provides in-depth training and exposes attendees to the insights and practices of multiple financial planning firms. Each week, students are encouraged to participate in weekly “Financial Planning in Action” sessions hosted by the FPA Diversity & Inclusion Committee. In addition to weekly assignments, attendees are invited to connect with their peers and practitioner mentors during virtual happy hours to promote collaboration.

“eMoney Advisor has consistently provided cutting-edge technology solutions that enable planners to deliver critical financial planning services. Their support of the FPA Virtual Externship enables program participants to see first-hand how technology integrates into the financial planning process,” said 2020 FPA President Martin C. Seay, Ph.D., CFP®. “We thank eMoney Advisor for their support of the next generation of financial planning practitioners.”

For more information about the FPA Virtual Externship, please visit https://www.financialplanningassociation.org/learn/externship.

About Thought Industries
Thought Industries powers the business of learning by providing the world’s leading B2B customer training platform. The company was founded in 2014 around the core belief that online learning experiences should be modern, intuitive, engaging, and scalable. Today, our team builds and maintains the only learning solution with completely native tools and integrations that drive higher engagement, learner proficiency, and retention rates for our customers. Headquartered in Boston, Thought Industries has offices across North America and Europe. For more information, visit www.thoughtindustries.com  and follow us on LinkedIn and Twitter.

About eMoney
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve 4 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.

Media Contacts:
Joanna Armandi
eMoney Advisor

Nicholas Koulermos
5W Public Relations
(646) 843-1812

Alex Forbes
Thought Industries