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 Roundtable

This case study based workshop will help you leverage emX tools to attract, grow and retain clients. This session is best for the person who prospects new clients or is actively managing relationships. This session runs from 9:00am – 12:00pm.

Get Started with emX

This hands on class will teach you the nuts and bolts of supporting emX. This class is best for new users who are supporting the system in the office or sole practitioners.This session runs from 1:00pm – 4:00pm

Get Started with emX Planning

This case-based class will give you the skills needed to be successful with emX planning tools. The morning will cover goal-based tools and the afternoon will focus on cash flow based planning. This class is best for financial planners and staff who are involved with entering advanced data. The Morning session runs from 9:00am – 11:30am. The afternoon session runs from 12:30 – 2:30 and is for emX Pro subscriptions only.

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.

Webcasts

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

Date Time Workshop Register
DEC09 2:00 EDT

Pre emX Release Webcast

Get a sneak peak before the big release! Join us as we take a look at the new and exciting emX, the new eMoney experience.
Register Now
DEC10 11:00 EDT

Pre emX Release Webcast

Get a sneak peak before the big release! Join us as we take a look at the new and exciting emX, the new eMoney experience.
Register Now
DEC10 2:00 EDT

Year End Review

Learn ways to save time during an annual review by knowing what to update, by creating templates, and know which reports your clients will love.
Register Now
DEC15 11:00 EDT

Post emX Release Webcast

Tune in to learn your way around emX, the new eMoney experience! See the sleek new design, learn about new integrations, and explore the fresh new look . Allow us to help you get up to speed on all of the changes.
Register Now
DEC15 3:00 EDT

Post emX Release Webcast

Tune in to learn your way around emX, the new eMoney experience! See the sleek new design, learn about new integrations, and explore the fresh new look . Allow us to help you get up to speed on all of the changes.
Register Now
DEC16 11:00 EDT

Post emX Release Webcast

Tune in to learn your way around emX, the new eMoney experience! See the sleek new design, learn about new integrations, and explore the fresh new look . Allow us to help you get up to speed on all of the changes.
Register Now

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