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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 eachaccompanied 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.
Upcoming Training Sessions
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Campus Sessions - REGISTER NOW!
2 Day Workshop- $495/participant
Advanced Planning Classes- $249/participant
Support Staff Classes- $199/participant
eMoney's Office: 1001 E. Hector St.
Suite 401 Conshohocken, PA 19428
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June
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| 1 |
Advanced Class* |
| 12 |
Support Staff Class |
| 18-19 |
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| 29-30 |
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July |
| 27-28 |
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August |
| 6-7 |
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| 17-18 |
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| 21 |
Advanced Class* |
September |
| 21-22 |
*Advanced Planning Classes- You must have attended
a previous 2-Day Workshop. Please contact training@emoneyadvisor.com to confirm eligibility.
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City Tour Sessions - REGISTER NOW!
Price: $595/participant
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June |
| 4-5 |
Orlando, FL |
| 8-9 |
Chicago, IL |
| 22-23 |
Los Angeles, CA
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July |
| 16-17 |
Indianapolis, IN |
| 30-31 |
San Diego, CA |
August |
| 13-14 |
Nashville, TN |
| 24-25 |
San Francisco, CA |
September |
| 14-15 |
New York, NY |
| 24-25 |
Las Vegas, NV |
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Session Agenda |
