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.

Workshops scheduled after October 1 will use the following agenda: View Agenda.
Date Location Register
Sep20 La Jolla, CA Register
Oct4 Dallas, TX Register
Oct6 Burlington, MA Register
Oct13 Radnor, PA Register
Oct20 La Jolla, CA Register
Oct27 Chicago, IL Register
Nov3 Radnor, PA Register
Nov10 La Jolla, CA Register
Nov10 Minneapolis, MN 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

Workshops scheduled after October 1 will use the following agenda: View Agenda.

Date Location Register
Oct2 Dallas, TX Register
Oct4 Burlington, MA Register
Oct11 Radnor, PA Register
Oct18 La Jolla, CA Register
Oct25 Chicago, IL Register
Nov1 Radnor, PA Register
Nov8 La Jolla, CA Register
Nov8 Minneapolis, MN 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.

Workshops scheduled after October 1 will use the following agenda: View Agenda.
Date Location Register
Sep19 La Jolla, CA Register
Oct3 Dallas, TX Register
Oct5 Burlington, MA Register
Oct12 Radnor, PA Register
Oct19 La Jolla, CA Register
Oct26 Chicago, IL Register
Nov2 Radnor, PA Register
Nov9 La Jolla, CA Register
Nov9 Minneapolis, MN 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

Decision and 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

Help is on the Way!

We’ve added a host of new “help” features to the client site. Let us walk you through exactly what we’ve been working on, and the ways these new features will streamline your relationship with your clients even further.
Experienced & 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

Firm Level Solutions

Bringing eMoney into your entire office has its perks. In this session, we will look at how to monitor compliance and efficiency for the whole firm through our Advisor Assurance and Analytics tools.
Experienced & Inexperienced Register

Advisor Branded Media

In this session we will cover how to use the Advisor Branded Media subscription to market your current and potential clients.
Inexperienced Register

Take the Lead

Explore eMoney's new tool for capturing prospective leads.
Experienced & Inexperienced Register

Prospecting with emX

In this session, we will take a look at how to showcase the system from a perspective to attract your 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