Monday, October 17 – Wednesday, October 19, 2022.

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 2022 eMoney event will be held virtually.

Registration is now open. Click here to register!

The 2022 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.

Details regarding the price of attendance are available here.

Yes! We're offering team discounts for groups between two and nine people, registering at the same time for the Summit together. Each person registered will receive a 5% discount automatically applied to their ticket during registration. There is no promo code needed. Just select Add Person once you get to the registration Summary page. Additionally, if you're interested in registering 10+ people, reach out to us at

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 if this is an issue for your firm.

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

Head over to the Agenda tab to 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.

Yes! The virtual 2022 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.

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.

Yes! You will have the opportunity to interact and chat your questions to presenters throughout the live event.

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. Our Financial Planning team will reach out to you 1-2 weeks post-Summit to confirm that your CE credits were submitted. We'll also send certificates of completion to attendees, which you can use to self-report your attendance to the governing body that oversees your additional designation(s).

Note: You will need to be online for the entire session to receive credit.

By attending a different breakout at each time slot offered, attendees can earn 8.5 CE credits, plus 2 credits for attending the CFP Board of Ethics 2-hour presentation, and 1 CE credit for the Conflict Resolution in Financial Planning Panel for a total of 11.5 CFP® CE Credits. *Note: To be eligible to receive the CE Credit, attendees must be present for the entirety of the presentation.

For a complete list of other designations outside of CFP® that qualify for CE credits, view our comprehensive PDF.

Yes -- to receive credits, you must arrive to the live session promptly on time and stay for the entirety of the session.

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.

While we'd hate to see you cancel, we understand that life sometimes throws you a curve ball. Check out our Terms and Conditions for full details. Please note: You must contact eMoney by email at to request a refund.

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.

Absolutely! Your registration includes an exclusive offer of 15% off any planning package. See the following terms of our promotion for Summit attendees during the month of October:

TERMS OF PROMOTION: eMoney 2022 Summit ("Summit") registrants can receive 15% off of one new, annual subscription of eMoney Plus, Pro or Premier - including 15% off the upgrade price from Plus to Pro or Premier, or from Pro to Premier, or, alternatively, registrants can receive 15% off the price of one support subscription under their contract, for a new subscriber who did not attend Summit (the "Discount"). The Discount is only available for a subscription purchased by Summit registrants, including a support subscription purchased by registrants, and cannot be combined with other promotional offers, including without limitation, Planning+Bamboo bundle pricing. The Discount only applies to the first year of the new subscription. After the first year, the Discount expires and the contract price will increase to eMoney's then current price at the time of renewal. The Discount only applies to a subscription purchase made during the dates of October 1 through October 31, 2022. The Discount applies solely to an individual or firm purchase made under eMoney's standard retail pricing and is not available for purchases made as part of larger home office or pursuant to institutional pricing. Limit one Discount per Summit registrant. Registrants cancelling their Summit registration will automatically forfeit the Discount. eMoney reserves the right to change or discontinue the Discount at its sole discretion, with or without notice.

Promo for Attendees Only

Receive 15% off of any planning package

Learn More

2022 eMoney Summit Recap

Check out some of the highlights from last year's
virtual eMoney Summit!

2022 eMoney Daily Recap

Back To Top