Register for Training

Advisor Roundtable 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
Dec1 Walnut Creek, CA Register
Dec8 Radnor, PA Register
Jan19 Phoenix, AZ Register
Jan24 Radnor, PA Register
Jan31 La Jolla, CA Register
Feb2 Orlando, FL Register

Platform Essentials Workshop

Suggested for:

  • Support staff members who handle data entry

In this workshop, we will cover:

  • Connection Best Practices
  • Launching a Client Site
  • Data Entry Basics
  • Report Basics

View Agenda

Date Location Register
Nov29 Walnut Creek, CA Register
Dec6 Radnor, PA Register
Jan17 Phoenix, AZ Register
Jan22 Radnor, PA Register
Jan29 La Jolla, CA Register
Jan31 Orlando, FL Register

Planning Fundamentals 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
Nov30 Walnut Creek, CA Register
Dec7 Radnor, PA Register
Jan18 Phoenix, AZ Register
Jan23 Radnor, PA Register
Jan30 La Jolla, CA Register
Feb1 Orlando, FL 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

Client Site Setup & Onboarding

This session will guide you through how to create the client website and take a look at our new interactive onboarding.
Inexperienced Register

Summit Breakout Series: Support Staff breakout

Couldn’t make it to this year’s Summit? The Summit Breakout Series will give you a chance to catch up on anything you may have missed. This session is designed to show some best practices on how to leverage the support licenses within eMoney to create workflows and efficiencies.
Experienced & Inexperienced Register

Client Site Features Breakdown

Join us for an in-depth look at each available feature of our customizable client portal.
Inexperienced Register

Summit Breakout Series: The Interactive eMoney Meeting

Couldn’t make it to this year’s Summit? The Summit Breakout Series will give you a chance to catch up on anything you may have missed. This session will show you what an interactive meeting with your client could look like using eMoney’s Goal Planner, Decision Center, and Distribution Center as the center piece.
Experienced & Inexperienced Register

Client Site Best Practices & Engagement

Mastering the client site takes some time! In this session we will discuss client site best practices to help increase client usage. We will also outline strategies to re-engage your clients.
Inexperienced Register

Summit Breakout Series: Advanced Retirement Planning

Couldn’t make it to this year’s Summit? The Summit Breakout Series will give you a chance to catch up on anything you may have missed. The session will provide a detailed look at Retirement Planning within eMoney and tips on how to model more advanced techniques.
Experienced Register

Planning Tools Uncovered

Join us as we overview the key features of each tool within eMoney's planning suite.
Inexperienced Register

Summit Breakout Series: Basic Estate Planning

Couldn’t make it to this year’s Summit? The Summit Breakout Series will give you a chance to catch up on anything you may have missed. This session will go over the basics of Data Entry, Advanced Plans, reporting functionality, and other tool options pertaining to Estate Planning in eMoney and some best practices around presenting this information to your clients.
Experienced Register

Planning Foundations

Join us as we walk through best practices of entering client data and fact checking with key reports.
Inexperienced Register

Introductory Planning Tools

Take a look at some tools we have available for simpler planning needs. Our goal planner focuses on your clients’ major expenses in a sleek & simple format. Needs Analysis allows you to quickly determine if a client has a gap in a particular financial area.
Inexperienced Register

eMoney Cash Flow 101

This session will take a deep dive into how our simulation works, what facts are essential for your output needs, and a breakdown of our backbone report – the cash flow.
Inexperienced Register

Advanced Planning Scenarios

In this session we will demonstrate how to use Advanced Planning effectively by walking you through the steps of how to build custom scenarios.
Inexperienced 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

Planning Reports & Deliverables

This session highlights some of our most popular planning reports and how to compose your own custom deliverable that can be saved as a global template.
Inexperienced Register

Prospecting with emX

In this session, we will take a look at how to showcase the system from a perspective to attract new clients!
Inexperienced Register

Interactive Tools in Client Meetings

Let’s take a look at best practices for using the interactive tools when meeting with existing & prospective clients.
Inexperienced Register

emX Proactive Features

Today we will uncover some of the often overlooked features in emX that can help you stay ahead of the curve!
Inexperienced 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