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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 out of their investment.
eMoney’s dedicated training team facilitates a range of options to meet advisors’ needs.
- Classroom Training: Instructor led, hands-on training sessions
at our state-of-the-art facility in Conshohocken, PA and other locations throughout the country.
- Web-based Training: Live Monthly Webcasts cover everything from basic navigation to advanced planning and help keep you up-to-date with changes on the system.
- Available 24/7; eMoney University is your one-stop resource
for eMoney Training. eMoney University offers more than
100 self-directed instructional videos each accompanied by
a printable user guide, pre-recorded webcasts, best practice podcasts and information on upcoming live training sessions.
eMoney University is free to all licensed subscribers of
eMoney 360 and eMoney 360Pro.
Campus Sessions
1001 E. Hector St. Suite 401 Conshohocken, PA 19428
1 Day Workshop $99/participant-10:00AM-3:00PM
2 Day Workshop- $495/participant
Advanced Planning Classes- $249/participant
Support Staff Classes- $99/participant
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City Tour Sessions
Price: $595/participant
Session Dates
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City Tour Location
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Workshop - Agenda |
Sign Up |
| February 8th-9th |
San Diego, CA |
2 Day-Boot Camp-VIEW |
Sold Out! |
| February 25th-26th |
Cincinnati, OH |
2 Day-Boot Camp-VIEW |
Sold Out! |
| March 8th-9th |
Orlando, FL |
2 Day-Boot Camp-VIEW |
REGISTER NOW! |
| March 25th-26th |
Dallas, TX |
2 Day-Boot Camp-VIEW |
REGISTER NOW! |
| April 1st-2nd |
Irvine, CA |
2 Day-Boot Camp-VIEW |
REGISTER NOW! |
| April 19th-20th |
Phoenix, AZ |
2 Day-Boot Camp-VIEW |
REGISTER NOW! |
| May 3rd-4th |
Pittsburgh, PA |
2 Day-Boot Camp-VIEW |
REGISTER NOW! |
| May 17th-18th |
Washington, DC |
2 Day-Boot Camp-VIEW |
REGISTER NOW! |
| June 7th-8th |
Tampa, FL |
2 Day-Boot Camp-VIEW |
REGISTER NOW! |
| June 24th-25th |
Chicago, IL |
2 Day-Boot Camp-VIEW |
REGISTER NOW! |
*Advanced Planning Classes- You must have attended a previous 2-Day Workshop.
Please contact training@emoneyadvisor.com to confirm eligibility.
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