University Program Certification

TEACH WITH TECH, LEAD WITH PLANNING

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.

University/College *

First Name *

Last Name *

Email Address *

Phone Number *

Job Title *

How can we help?

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.

Developing Tomorrow’s Advisors Today

TEACH WITH TECH, LEAD WITH PLANNING