Spend the morning with your peers learning best practices and what really works when presenting eMoney. This interactive workshop will help you master storytelling techniques that will improve the way you leverage your brand. This class is best suited for Advisors or those actively managing relationships using emX Pro. View Agenda.
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This hands on class will teach you the nuts and bolts of the emX platform, like adding clients and establishing connections. This class is best for new users who are supporting the system in the office or for sole practitioners. View Agenda.
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This case-based class will give you the skills needed to be successful with emX planning tools, covering goal-based tools and cash flow-based planning. This workshop is best for planners and staff who are responsible for entering advanced data. View Agenda.
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Not seeing something that fits your needs? Fill out the form to design your custom in-person training. This approach is recommended for long-time eMoney users looking for in-depth training topics, new users looking to get their office up to speed, and anyone not on emX.
Attend a Live Training Webcast...without leaving the comfort of your office! Webcasts are every week at 2:00 PM EDT.
If you have difficulty, please call 888-362-8482.
Common Questions With Your Customer Service RepEver wonder who is on the other end of the phone? Tune in as we discuss the hot topics coming in through the queue with one of our top Customer Service representatives.
The Road to RetirementPlanning for retirement is likely one of your clients’ biggest concerns. Join us as we walk you through some top retirement planning reports and learn how these reports can help to alleviate their worries.
Land of Misfit ToysMerry Christmas in July! The “More” dropdown is a mysterious part of the system, but don’t worry, we’ll break down all of the items listed here one by one.
All Things VaultCome learn why many people refer to the Vault as the most “sticky” feature in eMoney. From insurance policies to baby photos, you can store all of your important documents here for safe keeping.
Seminar SuperbTune in to learn a creative and innovative way to reengage those clients you haven’t interacted with in a while.
Press 4 For PlanningSteve Levis is one of the most sought after members of our team. Join us as we conduct a one-on-one with our Director of Financial Planning and take a peek at how his team operates.
Aggregation not Aggravation!Join us as we walk through the Connection Console. In this session, we’ll preview our brand new connections videos, which are sure to make creating and maintaining connections a breeze!
Back to SchoolIt’s that time of year again – pack up the mini fridge and the shower caddy! It’s time to look at Education Planning in eMoney.
Note: If you're interested in live training but do not have emX, please email firstname.lastname@example.org