maximize your client relationships

 

      eMoney Advisor Training

 

Related Links
eMoney University login
financial consulting software training

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 Monthly 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.



Campus Sessions

1001 E. Hector St. Suite 401 Conshohocken, PA 19428

1 Day Workshop $99/participant-10:00AM-3:00PM
2 Day Workshop- $495/participant
Advanced Planning Classes- $249/participant
Support Staff Classes- $99/participant


Session Dates

Campus Workshops Agenda Sign Up
March 15th-16th 2 Day-Boot Camp VIEW Sold Out!
April 9th 1 Day-How to Make Money with eMoney VIEW REGISTER NOW!
April 15th-16th 2 Day-Boot Camp VIEW REGISTER NOW!
May 10th-11th 2 Day-Boot Camp VIEW REGISTER NOW!
June 4th 1 Day-Streamline your Back Office VIEW REGISTER NOW!
June 17th-18th 2 Day-Boot Camp VIEW REGISTER NOW!
 
City Tour Sessions
Price: $595/participant


Session Dates
City Tour Location
Workshop - Agenda Sign Up
February 8th-9th San Diego, CA 2 Day-Boot Camp-VIEW Sold Out!
February 25th-26th Cincinnati, OH 2 Day-Boot Camp-VIEW Sold Out!
March 8th-9th Orlando, FL 2 Day-Boot Camp-VIEW REGISTER NOW!
March 25th-26th Dallas, TX 2 Day-Boot Camp-VIEW REGISTER NOW!
April 1st-2nd Irvine, CA 2 Day-Boot Camp-VIEW REGISTER NOW!
April 19th-20th Phoenix, AZ 2 Day-Boot Camp-VIEW REGISTER NOW!
May 3rd-4th Pittsburgh, PA 2 Day-Boot Camp-VIEW REGISTER NOW!
May 17th-18th Washington, DC 2 Day-Boot Camp-VIEW REGISTER NOW!
June 7th-8th Tampa, FL 2 Day-Boot Camp-VIEW REGISTER NOW!
June 24th-25th Chicago, IL 2 Day-Boot Camp-VIEW REGISTER NOW!















*Advanced Planning Classes- You must have attended a previous 2-Day Workshop.
Please contact training@emoneyadvisor.com to confirm eligibility.