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Onboarding and Training

eMoney experts provide training and coaching through hands-on and guided sessions to help ensure every user is able to comfortably work in eMoney and effectively use the platform to meet their needs.

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  • Personalized success coaching enables you to confidently get started with eMoney.
  • Up to 4 hours* of one-on-one coaching time to ensure new users can learn and leverage the power of eMoney.
  • 83% of eMoney clients saw a return on investment in less than 12 months.
  • Read this case study to learn how Burns, Toussaint & Associates were able to accelerate ROI through coaching.

* Coaching hours vary depending on eMoney package

 

Grow your knowledge

  • Virtual instructor-led training sessions are offered daily and cater to specific user groups such as beginners, intermediate users, and advanced users.
  • Context-based Help provides relevant user guides and tutorials based on the task you are currently working on.​
  • 24/7 access to online courses is just a click-away whenever you want, so you can learn at your own pace.
  • The annual eMoney Summit provides comprehensive training on eMoney functionality as well as access to 1:1 sessions with eMoney experts. The majority of sessions are CFP CE eligible.

 

Earn CE credit

  • Users who invest their time in learning the eMoney platform reap expanded benefits, including earning continuing education credits for completing qualified training sessions.  
  • 85% of the CFP® CE credit requirement can be obtained through eMoney at no additional cost.

 

Register for Upcoming CE sessions 

 

​Current eMoney users can find more information about training in the eMoney application located under Training in the navigation.

Additional Services and Support

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Education and practice management

The Financial Planning Group is made up of planning experts, many of whom are CFP® professionals, who combine hands-on experience and advanced education to support our users. From building complex scenarios to informing solutions inside and outside of our technology offerings, they help meet the evolving needs of you and your clients. 

Client support

To accommodate your needs, our eMoney experts are available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, through the channels you prefer, to answer any questions you have about working within the platform.

Data Migration Services

The highly-skilled specialists on our Data Migration Services Team provide valuable time-saving data input and migration services so you can focus on what you do best: building relationships that grow your business.

*All statistics on this page are from eMoney, ROI of eMoney Study, December 2023, n=701.

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