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
Sep2 Conshohocken, PA Register Now
Sep11 La Jolla, CA Register Now
Sep23 Charlotte, NC Register Now
Sep30 Denver, CO Register Now
Oct9 Conshohocken, PA Register Now
Oct14 Houston, TX Register Now
Oct28 Boston, MA Register Now
Oct30 La Jolla, CA Register Now
Nov4 Conshohocken, PA Register Now
Nov6 Salt Lake City, UT Register Now
Nov11 Minneapolis, MN Register Now
Nov13 La Jolla, CA 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
Aug31 Conshohocken, PA Register Now
Sep9 La Jolla, CA Register Now
Sep21 Charlotte, NC Register Now
Sep28 Denver, CO Register Now
Oct7 Conshohocken, PA Register Now
Oct12 Houston, TX Register Now
Oct26 Boston, MA Register Now
Oct28 La Jolla, CA Register Now
Nov2 Conshohocken, PA Register Now
Nov4 Salt Lake City, UT Register Now
Nov9 Minneapolis, MN Register Now
Nov11 La Jolla, CA 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
Sep1 Conshohocken, PA Register Now
Sep10 La Jolla, CA Register Now
Sep22 Charlotte, NC Register Now
Sep29 Denver, CO Register Now
Oct8 Conshohocken, PA Register Now
Oct13 Houston, TX Register Now
Oct27 Boston, MA Register Now
Oct29 La Jolla, CA Register Now
Nov3 Conshohocken, PA Register Now
Nov5 Salt Lake City, UT Register Now
Nov10 Minneapolis, MN Register Now
Nov12 La Jolla, CA 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
Sep2

Go with the (Income) Flow

Show me the money!! Listen in as we showcase all the ways emX helps to illustrate your clients’ various sources of income.
Register Now
Sep9

The Gift that Keeps on Giving

Feeling charitable? Join us as we discuss best practices for handling charitable entities in emX.
Register Now
Sep16

Reporting for Duty

Calling all Reports! In this session we’ll go over the report families in emX, including those prepared specifically for you, the advisor.
Register Now
Sep23

There’s a Hole in my Bucket

Money comes and money goes. Let’s learn how to manage your client’s expenses in emX.
Register Now
Sep30

Weighing Your Options

Join us as we explore Stock Options with one of our esteemed Planners.
Register Now
Oct7

Integration Nation

emX's integrations help you to work smarter, not harder. Let’s take a look at emX’s existing integrations and look forward to see what new integrations are on the way!
Register Now
Oct14

A Picture is Worth a Thousand Words

Studies have shown that Advisors with a defined marketing strategy attract more clients than those without. Register to learn about the advantages of eMoney’s Advisor Branded Media subscription.
Register Now
Oct21

BREAK

Join us for our next eMoney Advisor Summit this October 19-21, 2015 in Orlando, Florida to receive hands-on training from the eMoney team, share best practices with other advisors, and hear about the latest eMoney updates!
Register Now
Oct28

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.
Register Now
Nov4

Prospecting 101

In this training webinar, we’ll provide you with the popular tips and tricks advisors use to find new prospects and turn them into clients using 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