October 17 – 19 Join us virtually as we explore ways to bridge the gap between your services and expertise and the expectations of your clients, so you're better positioned to move confidently into the future.
Helping People Talk About Money Through Financial Planning Expertise
The Financial Planning Group (FPG) is a dedicated team of 12 individuals who provide expertise on client planning needs, speak the same language of advisors, and help them maximize the eMoney experience. This team works in conjunction with our Client Support team to assist with more in-depth questions regarding planning topics and techniques.
More than 6,000 advisors have attended our monthly webinars to earn continuing education credits from programs that have been accepted by the CFP Board. Because our programs are designed and taught by our on-staff CFP® practitioners, you can be sure that the topics will help increase your financial planning proficiency.
For our eMoney University program, we’ve partnered with 30 universities across the country to provide college students who are pursuing a financial planning degree with training on the eMoney platform as part of their curriculum. Upon completion of their training, students can receive an official certification from eMoney.
Committed to giving back to the community, we volunteered more than 240 hours at free tax filing sites to help alleviate financial anxiety and bolster economic empowerment. Read our press release for more information.
Foundational Planning provides a streamlined workflow that simplifies goal-funding conversations while Advanced Planning supports goal-focused discussions with cash flow simulations to support your advice. With eMoney, you can scale your planning conversations all from within a single platform.
eMoney offers the choice of a flat tax rate or the IRS 1040 calculation.
eMoney provides a comprehensive and customizable menu of reports, pre-built report templates, and data gathering and client auditing deliverables. eMoney users also have the ability to create numerous planning techniques in Advanced Planning.