Register for Training

Register for Training


Advisor Workshop

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.

Date Location Register
Jul10 Conshohocken, PA Register Now
Jul15 Seattle, WA Register Now
Jul22 La Jolla, CA Register Now
Aug7 Orlando, FL Register Now
Aug12 Conshohocken, PA Register Now
Aug18 Chicago, IL Register Now
Aug19 La Jolla, CA Register Now
Sep2 Conshohocken, PA Register Now
Sep11 La Jolla, CA Register Now
Sep23 Charlotte, NC Register Now
Sep30 Denver, CO Register Now

Assistant Workshop

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.

Date Location Register
Jul8 Conshohocken, PA Register Now
Jul13 Seattle, WA Register Now
Jul20 La Jolla, CA Register Now
Aug5 Orlando, FL Register Now
Aug10 Conshohocken, PA Register Now
Aug17 La Jolla, CA Register Now
Aug31 Conshohocken, PA Register Now
Sep9 La Jolla, CA Register Now
Sep21 Charlotte, NC Register Now
Sep28 Denver, CO Register Now

Planner Workshop

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.

Date Location Register
Jul9 Conshohocken, PA Register Now
Jul14 Seattle, WA Register Now
Jul21 La Jolla, CA Register Now
Aug6 Orlando, FL Register Now
Aug11 Conshohocken, PA Register Now
Aug17 Chicago, IL Register Now
Aug18 La Jolla, CA Register Now
Sep1 Conshohocken, PA Register Now
Sep10 La Jolla, CA Register Now
Sep22 Charlotte, NC Register Now
Sep29 Denver, CO Register Now

Custom Training

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.

Design Your Program

Webcasts

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.

Date Workshop Register
Jul8

Common Questions With Your Customer Service Rep

Ever 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.
Register Now
Jul15

The Road to Retirement

Planning 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.
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Jul22

Land of Misfit Toys

Merry 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.
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Jul29

All Things Vault

Come 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.
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Aug5

Seminar Superb

Tune in to learn a creative and innovative way to reengage those clients you haven’t interacted with in a while.
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Aug12

Press 4 For Planning

Steve 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.
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Aug19

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!
Register Now
Aug26

Back to School

It’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.
Register Now

Note: If you're interested in live training but do not have emX, please email training@emoneyadvisor.com

Custom Training

Not seeing something that fits your needs? Click Design Your Program to create 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.

Design Your Program