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Developing Tomorrow’s Advisors Today


Since 2015, eMoney has partnered with universities across the country to provide students pursuing financial planning degrees access to the eMoney platform. 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.

Students also have the option to earn an official eMoney certification, a comprehensive application training course that includes both video content as well as practice activities and quizzes. Upon completion, students will have a marketable skill they can add to their resumes to distinguish themselves amongst their competition when entering the job market.

If you are involved in teaching or directing a CFP® board registered undergraduate program, we'd love to partner with you! Just fill out the form.


Indicate the nature of your inquiry, ie. requesting information on the program, getting setup, etc.
For interested students attending a university not currently enrolled in the eMoney University Program, please forward this page to your instructor.
If you're a student at a participating university, please contact your instructor or program director for more information.
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Which schools are eligible to participate in the eMoney University Program?
Any college or university with a financial planning degree that is certified with the Certified Financial Planning (CFP®) Board.

How is eMoney incorporated into a school’s financial planning curriculum?
Participating program directors and professors work with the eMoney team to customize and incorporate eMoney usage into their respective curricula. Their students receive free access to the eMoney platform throughout the semester.

What is the eMoney certification?
The eMoney certification is developed for students in the eMoney University Program who complete self-guided, online training to understand how to use specific functionality within the eMoney platform, such as creating a financial plan. Training is divided into sections, and students are quizzed after each section to ensure proficiency. Upon completion of the online training, students receive an official certificate from eMoney that is printable and can be added to their resumes.

Which schools currently participate in the eMoney University Program?
St. Joseph’s University, Texas Tech University, Rice University, University of Delaware, University of New Hampshire, Temple University, Delaware State University, William Paterson University, Loras College, Mount Vernon Nazarene University, Widener University, University of Georgia, UC Berkeley, UC Riverside, University of Minnesota – Duluth, Utah Valley University, University of Utah, San Diego State, University of Wyoming, Texas A&M , Olivet College, Metropolitan State University of Denver, Colorado State, and Illinois State University. And the list keeps growing!