Developing the Next Generation of Advisors
Through our University Program, students pursuing the financial planning profession are provided with access to eMoney, the industry-leading financial planning solution, and an opportunity to earn a certification that represents their skills and readiness to step into the industry.
Our Objectives
- Enhance the learning experience
- Educate students on financial planning technology
- Prepare the next generation of financial advisors
- Create opportunities to stand out in the job market
How the Program Works
Through classroom learning and online training, students gain hands-on experience with the technology that advisors use every day to transform the financial planning experience. eMoney access and training are provided for free and students can earn the eMoney Fundamental Certification through a course that takes approximately 12 hours to complete.
Partnering with Colleges and Universities Across the Country
“The classroom work and online learning provide students with invaluable experience that we believe will springboard their careers in the industry.” Director from a participating program
- 4,000 individuals have received the eMoney Certification since 2015 launch.
- 150+ universities participating across 35 states.
- 24 new universities were added in 2023.
What are professors saying?
Tell Us About Your Current Program
Instructors and program directors are invited to request more information using this form.
If you’re a student at a participating college, contact your instructor or program director for more information. If your college isn’t participating or you are unsure, forward this page to your instructor to notify them of the program!
Contact Your InstructorFAQs
What is the eMoney University Program?
- The University Program is a partnership between eMoney and universities that offer financial planning programs. We currently have over 150+ universities participating across 35 states, and we continue to grow every year!
- We provide students with access to our top-tier eMoney Advisor planning package and digital training.
What is the eMoney Fundamentals Certification?
The certification is a comprehensive eMoney application training course that includes interactive content, practice activities, and quizzes. Completion of the course demonstrates a student’s proficiency in all foundational aspects of the eMoney platform, including connections, analytics, integrations, the client site, financial planning, and advisor settings. The certification course and quizzes take approximately 12 hours to complete. As we continue to develop the program, we aim to expand the certification offerings we provide.
What if I’m not affiliated with a university?
- Currently, we do not support employers or individual requests.
- The eMoney Certification is available to our affiliated universities or special programs (e.g., Amplified Planning Externship or BLX Internship). Not an affiliated university? Sign up here.
How can I get started with the University Program in the classroom?
Bring Fintech into your classroom this semester with these tried-and-true methods that other schools and universities have used with the eMoney Fundamental Certification and Premier access to eMoney:
- Assign the Certification for extra credit
- Build the Knowledge Base courses or eMoney Certification into your curriculum
- Integrate eMoney with a Capstone study
- All of the above!
We often see the Certification/Platform used in more advanced courses, such as Capstone, Retirement planning, and/or alongside case studies. However, we encourage you to integrate eMoney access with your students at any stage you feel will help advance their understanding. Professors have found that exposing students to the platform before their final projects is beneficial for building familiarity.
Looking for more ideas? Send an email to universityprogram@emoneyadvisor.com to learn more.
How do students access the eMoney Fundamentals Certification?
After signing into the eMoney Platform, click on the <strong><em>“Help</em></strong><em>”</em> menu (located on the top right) and select <em>“<strong>Training and Courses</strong>”</em>. Accept the <em>“<strong>Service Agreement”</strong></em> and click on <strong><em>“Register</em></strong>” for the eMoney Fundamentals Certification Course located under “My Learning Assignments”. Once the student has registered for the course, a “Start Activity” button will appear to begin completing the activities listed.
How much does the University Program cost?
Our program is free! We believe in the value of training the next generation of financial planners in financial technology, and this is our pro bono contribution to students.
Unsure if your school is participating in the eMoney University Program?
Reach out to our team at universityprogram@emoneyadvisor.com to confirm participation and to learn about the next steps for reactivating your account.
Can’t get into your eMoney Account?
As long as you have an eMoney account, you can reset your password online by simply clicking “Forgot your Password?”. If you are still having issues logging in, you can reach out to our Client Support team at 888-362-8482. Please note that Customer Support can only assist with password resets.
Checking the status of your students’ eMoney access?
Once you have submitted your “University New User Template,” please allow up to 2 weeks for our team to process the request. If you do not have access after 2 weeks, please email us at universityprogram@emoneyadvisor.com.
Who Supports the University Program?
The Financial Planning Group runs and coordinates the University Program at eMoney Advisor. Program Directors or Professors should email universityprogram@emoneyadvisor.com with questions about the program. Students should contact their program directors or professors for questions, as we do not provide direct support.
Need more Training?
Learn more about the eMoney platform through our additional training resources available on the HELP menu > Application Help > Knowledge Base
Careers at eMoney?
Did you know that our Client Support Specialist roles qualify for work experience hours toward the CFP® certification? We are always looking for talented and driven candidates to join eMoney. Check out our Careers page.
Join eMoney Connect on Linkedin
- Join eMoney Connect on LinkedIn to stay updated with eMoney news and connect with a community of financial professionals and firms seeking eMoney-experienced candidates. Encourage your students to join, network, and showcase their eMoney certifications!
- We highly recommend using the eMoney Connect LinkedIn group to post job openings for eMoney-experienced candidates.
About eMoney
