eMoney has one of the most comprehensive training programs in the industry. Our goal is to ensure advisors get the knowledge and ongoing support they need to get the most out of their investment. eMoney’s dedicated training team facilitates a range of options to meet advisors’ needs.

Classroom Training: Instructor led, hands-on training sessions at our state-of-the-art facility in Conshohocken, PA and other locations throughout the country.

Web-based Training: Live Weekly Webcasts cover everything from basic navigation to advanced planning and help keep you up-to-date with changes on the system.

Available 24/7: eMoney University is your one-stop resource for eMoney Training. eMoney University offers more than 100 self-directed instructional videos each accompanied by a printable user guide, pre-recorded webcasts, best practice podcasts and information on upcoming live training sessions. eMoney University is free to all licensed subscribers of eMoney 360 and eMoney 360Pro.


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  • Essentials
    Workshop
    View Agenda
  • After attending this workshop, you will have a better understanding of eMoney Advisor's key components. This knowledge and experience will allow you to successfully support the system while efficiently maintaining client websites and data.
Please note: SOLD OUT sessions are crossed out in red, [ex: 25 ]
Date
Location
Register
June
23
Conshohocken, PA
July
9
Chicago, IL
(Sold Out!)
July
14
Orlando, FL
July
16
La Jolla, CA
July
28
Conshohocken, PA
July
30
Phoenix, AZ
  • Planning
    Workshop
    View Agenda
  • This workshop is for 360Pro users who want to gain an understanding of the Advanced Planning Tool. You will leave this class with a knowledge of the system’s comprehensive planning capabilities.
Please note: SOLD OUT sessions are crossed out in red, [ex: 25 ]
Date
Location
Register
June
24
Conshohocken, PA
July
10
Chicago, IL
(Sold Out!)
July
15
Orlando, FL
July
17
La Jolla, CA
July
29
Conshohocken, PA
July
31
Phoenix, AZ
  • Advisor
    Round Table
    View Agenda
  • This study-group style workshop will focus on how to successfully integrate eMoney Advisor into your practice. You will leave with a stronger understanding of Advisor Marketing, client communication, and how to get the most out of eMoney Advisor.
Please note: SOLD OUT sessions are crossed out in red, [ex: 25 ]
Date
Location
Sign Up
June
25
Conshohocken, PA
July
11
Chicago, IL
(Sold Out!)
July
16
Orlando, FL
July
18
La Jolla, CA
July
30
Conshohocken, PA
Aug
1
Phoenix, AZ
Attend a Live Training Webcast...without leaving the comfort of your office!
If you have difficulty, please call 888-362-8482.
Login to eMoney University to register.
Date
Time
Workshop
June
18
2:00 EDT
Seminar Superb
Position eMoney as a sidekick at your next seminar. In this webinar we will look at an approach to getting organized and planning an impactful event, client night or educational presentation.
June
25
2:00 EDT
Master's Series Steve Levis
Join me for a conversation with Steve Levis about best practices, client concerns and tips. Best practices with one of the best practitioners.
July
4
2:00 EDT
Independence Week
Happy July 4th!!!
July
9
2:00 EDT
Now You See Me Now You Don't
We will take a comprehensive look at liquidation and year end savings strategies that can increase your efficiency with your client's advanced plans.
July
16
2:00 EDT
On-Boarding Clients
This session will highlight best practices welcoming new clients to your practice and steps to help existing clients get on-board with their personal financial website.
July
23
2:00 EDT
Where is Your Wow Factor?
We will discuss best practices for taking eMoney to market and reveal strategies for talking to clients and prospects.
July
30
2:00 EDT
Maintaining your Pipeline
This session will focus on giving you some best practices for managing your advisor connections.
Aug
6
2:00 EDT
New to the Firm
This session will focus on adjusting and implementing eMoney into your practice. We will look at what it can look like joining a firm that is already using eMoney.
Aug
13
2:00 EDT
Spending and Budgeting
Join us for a discussion on introducing clients to features that will help them focus on their short term, allowing them to become world class savers.
Aug
20
2:00 EDT
Back to School
Summer is nearly over, time to think education. We will demonstrate several different ways to model Education Planning.
Aug
27
2:00 EDT
Master’s Series with Chad Porche and Rob Ross
The long awaited and much anticipated V10.0 is getting close. Let's talk to two of the great minds behind the new face of eMoney Advisor.