eMoney Advisor Training
eMoney Advisor Training Room

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.

Overview Video
Overview Video

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  • Fundamentals
    Workshop
    View Agenda
  • This workshop will help you successfully integrate eMoney into your practice and provide you with key system knowledge and best practices. You will leave with a stronger understanding of Advisor Marketing, client communication, and how to get the most out of eMoney.
Please note: SOLD OUT sessions are crossed out in red, [ex: 25 ]
Date
Location
Register
June
10
Boston, MA
Sold Out!
June
20
Conshohocken, PA
Register Now
June
24
Overland Park, KS
Register Now
  • 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
11
Boston, MA
Register Now
June
21
Conshohocken, PA
Register Now
June
25
Overland Park, KS
Register Now
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
5
2:00 EDT
Investments Cleanup
Do you have the most current index data? Did you set your default growth rates? Let’s clean up your Investment data to ensure the most accurate plan.
June
12
2:00 EDT
Masters Series - eMoney Mobile
eMoney Mobile is here. We invite you to join us and 2 of our leading developers to discuss the "How" and "Why" of the Mobile site.
June
19
2:00 EDT
You Can't Handle the Trust - General Trust Techniques
In this session we will take off your Estate Planning training wheels and model 3 common Estate Planning techniques.
June
26
2:00 EDT
You Can't Handle the Trust - GRAT's
In this session we will review a case study that demonstrates the techniques and benefits of a GRAT.