eMoney Advisor 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 of their investment.

eMoney University
Training Calendar

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.

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.

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.

Custom Training

Not seeing something that fits your needs? Fill out the form to design your custom web-based 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.

Please fill out this form.


Attend a Live Training Webcast...without leaving the comfort of your office! If you have difficulty, please call 888-362-8482.