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. View Agenda.

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. View Agenda.

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. 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.

Webcasts

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

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