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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eMoney
Fundamentals
View Agenda - This class will help you successfully integrate eMoney into your practice and provide you with key system knowledge and best practices.
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eMoney
Planning Tools
View Agenda - This class is designed for 360-Pro users who want to gain a basic understanding of the Advanced Planning Tool including; understanding cash flow simulation, analyzing hypothetical scenarios, selecting reports and building a presentation.
Please note: SOLD OUT sessions are crossed out in red, [ex:
- New eMoney Study Groups are forming now! Take a break out of your busy schedule to share a meal with other eMoney users and eMoney staff. Collaborate and get updated on best practices, system user-tips and what’s new in the industry and at eMoney.
- I'm Interested
Don't see your city listed above? Email us and we will try and form a Study Group in your desired city. studygroups@emoneyadvisor.com
If you have difficulty, please call 888-362-8482.
In this session you will learn system short cuts and ways to streamline your back office. You will also learn tips to staying in touch when not in the office using eMoney Mobile Access.
In this session you will learn how to safeguard your client’s critical documents and build defining relationship moments utilizing alert.
Get a sneak peak at the new client website rolling out soon.
2:00 PM
EST
New eMoney features have arrived! Learn what they are and the best ways to use them.
2:00 PM
EST
New eMoney features have arrived! Learn what they are and the best ways to use them.
New eMoney features have arrived! Learn what they are and the best ways to use them.
Learn how to create your own models, asset classes, and override the ‘unclassified’ assets.
Learn how to market what you can offer your client through eMoney.
In this session you will learn steps to enhance your client relationships. Keep your clients engaged by leveraging alerts and using system tools to service your clients.
