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Education and Practice Management

Our Financial Planning Group, a team of eMoney experts and CFP® professionals, provides help building complex plans, insights on industry trends and regulations, and practice management consultations to help support all your financial planning needs.

Next-level planning support 

With more than 300 years of combined planning experience, our experts support your in-depth planning questions, and provide advanced techniques to set you and your clients on the right path. 

These practical collaborations result in use cases that inform and drive future product development.  


Ongoing advisor education

To support a thoughtful planning approach that enables financial wellness, we frequently conduct and share research that provides our users with relevant and actionable insights on consumer expectations and how to meet them.

Through our Continuing Education Program, planning professionals can earn credits toward their CFP designation with programs specifically designed to meet CFP Board requirements.


of the CE credit requirement can be achieved through our monthly CE webinars—at no additional cost for eMoney subscribers.

Register for upcoming CE sessions


Practice management consultations

For firms looking to scale their planning engagements and processes, we offer practice management consultations tailored to the needs of your organization.   

Through these services we help firms maximize the value of eMoney and successfully implement the experiences that help users and their clients achieve their goals. 

Contact us for more information.  


Additional service and support

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Training and coaching

Our training team offers personalized success coaching for getting started and virtual training sessions to help ensure you feel confident that you and your practice are doing all you can with eMoney. 

Client support

To accommodate your needs, our eMoney experts are available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, through the channels you preferto answer any questions you have about working within the platform.

Data Migration Services

The highly-skilled specialists on our Data Migration Services Team provide valuable time-saving data input and migration services so you can focus on what you do best: building relationships that grow your business.

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