Register for Training

Advisor Best Practices Workshop

Suggested for:

  • Advisors using emX or emXPro

In this workshop, we will cover:

  • How to Position eMoney
  • Presenting with eMoney
  • Introducing eMoney to a New Client
  • Client Worries & Objections
  • Interactive Planning Tools
  • How to Set Yourself Apart Using eMoney

View Agenda.

Date Location Register
Sep30 Atlanta, GA Register
Oct5 La Jolla, CA Register
Oct7 Radnor, PA Register
Oct14 Boston, MA Register
Oct28 Phoenix, AZ Register
Nov4 San Francisco, CA Register
Nov11 Washington, D.C. Register
Nov18 La Jolla, CA Register
Dec7 Radnor, PA Register

Essentials Workshop

Suggested for:

  • Support staff members who handle data entry and manage client relationships
  • Advisors on the emX Select platform

In this workshop, we will cover:

  • Connection Best Practices
  • Data Entry basics
  • Report Basics
  • Branding emX
  • Positioning the Client Site
  • Rollout Strategies

View Agenda

Date Location Register
Sep28 Atlanta, GA Register
Oct3 La Jolla, CA Register
Oct5 Radnor, PA Register
Oct12 Boston, MA Register
Oct26 Phoenix, AZ Register
Nov2 San Francisco, CA Register
Nov9 Washington, D.C. Register
Nov16 La Jolla, CA Register
Dec5 Radnor, PA Register

Planner Essentials Workshop

Suggested for:

  • Support staff or Advisors involved in the
    Planning process

In this workshop, we will cover:

  • Sample Clients
  • Fact Finder
  • Reports
  • Advanced Planning Tool
  • Goal Planner
  • Decision Center
  • Distribution Center
  • Building Presentations

View Agenda.

Date Location Register
Sep29 Atlanta, GA- SOLD OUT Register
Oct4 La Jolla, CA Register
Oct6 Radnor, PA Register
Oct13 Boston, MA Register
Oct27 Phoenix, AZ Register
Nov3 San Francisco, CA Register
Nov10 Washington, D.C. Register
Nov17 La Jolla, CA Register
Dec6 Radnor, PA Register


Attend a Live Training Webcast without leaving the comfort of your office! If you have difficulty, please call 1-888-362-8482.

Coaching Sessions

Every Tuesday at 2pm (EST)

Ready to master the fundamentals of eMoney? In this WebEx series, we'll highlight key features of the system and best practices that will help you build the skills you'll need to get started with eMoney.

eMoney Master Series

Every Wednesday at 2pm (EST)

Feel like you've tackled the basics of eMoney? Tune into our Weekly Wednesday Webexes where we'll dig deeper into facets of the system that you are already familiar with.

Previously Recorded Webcasts


Browse an archive of previously recorded webcasts and watch them anytime, anywhere.

Date Topic Audience Register

Goal Planner

One of eMoney's newest planning tools, the goal planner allows you to analyze your clients major concerns in a sleek & simple format. Join us as we take a deep dive!
Inexperienced Register

What REALLY Scares Your Clients

Halloween is a month away. Ditch the costume and learn what really scares your clients. We will look at how to use what-ifs to stress test your plans.
Experienced Register

Decision & Distribution Center

Our first interactive planning tools have had a major impact on how we do financial planning. This session will introduce the tools from a new user perspective.
Inexperienced Register

Client Portal Series: Organizer & Accounts

In part 1 of this 4 part series, we'll touch on the ways to get your clients involved in the data entry process.
Experienced Register

Client Portal Series: Spending & Budgets

In part 2 of this 4 part series, we'll teach you how to introduce your clients to the spending and budgeting tools.
Experienced Register

Client Portal Series: Vault & Security

In part 3 of this 4 part series, we'll show you how to give your clients peace of mind while walking them through security and the process of uploading documents.
Experienced Register

Client Portal Series: Workshops & Reports

In the finale of this WebEx series, let's take a look at ways clients can their analyze data and review reports.
Experienced Register

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

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