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
Sept
22
Conshohocken, PA
Sept
25
Lombard, IL
(Sold Out!)
Sept
29
La Jolla, CA
Oct
6
Conshohocken, PA
Oct
9
Atlanta, GA
Oct
16
San Francisco, CA
Oct
20
La Jolla, CA
Oct
23
Boston, MA
(Sold Out!)
Oct
27
Conshohocken, PA
Oct
27
Minneapolis, MN
(Sold Out!)
Nov
10
Dallas, TX
(Sold Out!)
Nov
13
La Jolla, CA
  • 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
Sept
23
Conshohocken, PA
Sept
26
Lombard, IL
(Sold Out!)
Sept
30
La Jolla, CA
Oct
7
Conshohocken, PA
Oct
10
Atlanta, GA
Oct
17
San Francisco, CA
Oct
21
La Jolla, CA
Oct
24
Boston, MA
(Sold Out!)
Oct
28
Conshohocken, PA
Oct
28
Minneapolis, MN
(Sold Out!)
Nov
11
<
Dallas, TX
(Sold Out!)
Nov
14
La Jolla, CA
  • 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
Feb
26
La Jolla, CA
June
25
Conshohocken, PA
July
11
Chicago, IL
(Sold Out!)
July
16
Orlando, FL
(Sold Out!)
July
18
La Jolla, CA
July
30
Conshohocken, PA
Aug
1
Phoenix, AZ
Aug
20
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
Oct
29
2:00 EDT
What REALLY Scares Your Clients
It’s not just ghosts and goblins. Maybe it’s Premature Death or Disability. Or maybe its taxes and inflation. Uncover what really keeps your clients up at night, and put their minds at ease
Nov
5
2:00 EDT
Common Questions with a Customer Service Rep
Save time by learning from the most common calls into customer service. You will discover quick tips on basic features to help streamline eMoney!
Nov
12
2:00 EDT
Mastering Marketing
Become a marketing power user by learning unique ways to utilize all that the media hub has to offer
Nov
19
2:00 EDT
Black Friday Preparation
Help your client prepare for hefty holiday expenses by exploring the client site spending and budgeting tool
Dec
3
2:00 EDT
Snowed In!
It’s winter time and you have a meeting. You look outside and there’s two feet a snow on the ground. That doesn’t mean your meeting has to be cancelled! Learn how to conduct your meeting with a client while you both stay in the comfort of your own home.
Dec
10
2:00 EDT
Year End Review
It’s winter time and you have a meeting. You look outside and there’s two feet a snow on the ground. That doesn’t mean your meeting has to be cancelled! Learn how to conduct your meeting with a client while you both stay in the comfort of your own home.