Welcome to the FAQs!
When will the 2023 eMoney Summit event take place?
Monday, October 16 – Wednesday, October 18, 2023.
Is the 2023 eMoney Summit being held virtually?
We know people love to be together, but we also know that it’s hard to make long term plans and get away in this environment. With this in mind, the 2023 eMoney event will be held virtually.
When will registration open for the virtual event?
Registration is now open. Click here to register!
Can I attend just part of the event?
The 2023 eMoney Summit does not offer individual or partial day virtual passes. We recommend attending the full digital event to make the most of your time and investment.
What is the cost to attend?
The full ticket price to attend Summit is $500. However, we are offering early bird pricing through June 30 for $399. Following this promo period, summer pricing at a rate of $450 will be in effect through September 21 at which time it will rise to the full ticket price of $500.
Are there any discounts available if registering a firm with 10+ people?
Yes! Please contact us at email@example.com for Firm Registrations pricing.
Can you bill me for the cost of registration?
Payment is required to complete your registration and can be made using all major credit cards via our secure payment processing site. Please contact us at firstname.lastname@example.org if this is an issue for your firm.
What’s included in the registration?
Registration gives you full access to all three days of the eMoney Summit and includes:
- Access to general sessions, breakouts, panel discussions, and other event activities
- One individual training session with an eMoney expert for each registrant
- *Access to recorded presentations and materials after the event
Where can I find the agenda for the virtual 2023 eMoney Summit?
When the agenda is available, it will be posted in the Agenda tab where you can learn more about our general sessions, CE eligible breakout topics, keynotes and more. And be sure to check back, as we’ll release new information on speakers and sessions as we get closer to the event. Just as our in-person conference includes keynote speakers, panel discussions, and networking opportunities for attendees, these experiences will be a part of the online event.
Will I have opportunities to interact with expert eMoney trainers and CFP professionals?
Yes! The virtual 2023 eMoney Summit will feature breakout sessions led by eMoney experts from the Training, Financial Planning, and Marketing teams. You’ll also have the opportunity to schedule a one-on-one session to cover any eMoney topics you need support on.
Will I be able to access the content on-demand?
Yes! You can live stream the event or view sessions on-demand.
Note: In order to receive Continuing Education credits, you will need to attend the live online session. Availability of presentation recordings are dependent on speaker approval.
Will I have the opportunity to ask questions during sessions?
Yes! You will have the opportunity to interact and chat your questions to presenters throughout the event.
How do I redeem Continuing Education credits?
During registration, make sure to complete the question, What is your CFP Board ID?, with that information, we can report your credits to the CFP Board on your behalf. Once session has ended, you will be able to download your CE certificate.
Note: You will need to be online for the entire session to receive credit. Our Financial Planning team will reach out to you 1-2 weeks post-Summit to confirm that your CE credits were submitted.
How many Continuing Education credits can I earn?
By attending a different breakout at each time slot offered, Attendees can earn up to 17.5 CFP® CE credits (pending CFP CE credit approval) including 2 credits for attending the CFP Board of Ethics 2-hour presentation. *Note: To be eligible to receive CE Credit, attendees must be present for the entirety of the presentation.
What designations qualify for Continuing Education credits?
For a complete list of other designations outside of CFP® that qualify for CE credits, view this page for more information.
Do I need to stay for the entire live session to receive my CE credits?
Yes — to receive credits, you must arrive to the live session promptly on time and stay for the entirety of the session.
What if I am unable to attend all days of the event?
That’s okay! Registration includes access to recorded presentations and materials after the event. So you can catch up on our educational content when it works for you. However, to obtain CE credits, you must attend the sessions live.
What is the cancellation policy?
I’m unable to attend, but I would like to learn more about future events.
Visit our Events Page to stay up-to-date on future event and webinar opportunities. And be sure to keep an eye out for our emails, which often include exclusive notices of our sponsored events and webinars.
How do you plan to go beyond?
Register now and don’t miss out!