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
April
23
La Jolla, CA
April
28
San Francisco, CA
April
30
Conshohocken, PA
May
7
Dallas, TX
May
12
La Jolla, CA
June
23
Conshohocken, PA
  • 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
April
24
La Jolla, CA
April
29
San Francisco, CA
May
1
Conshohocken, PA
May
8
Dallas, TX
May
13
La Jolla, CA
June
24
Conshohocken, PA
  • 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
April
25
La Jolla, CA
April
30
San Francisco, CA
May
2
Conshohocken, PA
May
9
Dallas, TX
May
14
La Jolla, CA
June
25
Conshohocken, PA
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
April
23
2:00 EDT
Masters Series - The Power of Data
Data is an integral aspect of the Financial Plan. Getting the best data is even more important. Join us as we chat with Ryan Fauls, VP of Data Services, about this and more.
April
30
2:00 EDT
eMoney's New Media Hub
Join as we take a look at the Marketing Hub, and the recent enhancements, as well as discuss Best Practices for presenting your story.
May
7
2:00 EDT
More Than Just A Death Benefit
Join me for an exercise in efficiencies entering and modeling Life Insurance strategies into eMoney. Term and Permanent.
May
14
2:00 EDT
Client Site Fringe Featuress
This session will focus on standardizing the client experience for your firm. We will also explore additional features like Awards, mail and client mobile.
May
21
2:00 EDT
Decision Center – The Prospect
Introduce planning concepts and your firm’s “tech up” approach with the Decision Center.
May
28
Happy Memorial Day
No WebEx
June
4
2:00 EDT
Are You Ready For Summer?
The Summer is here. It's time for vacation. Make sure your clients are ready to enjoy the sun and the sand.
June
11
2:00 EDT
Mid-Year Review
Today we will “Monitor and Adjust”. We will look at our client and how they have been doing It might be time to rebalance or adjust our plan.
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.