Course Description

eMoney Advisor and MoneyGuidePro®? are the two most widely used platforms in the financial planning industry, but they are used in significantly different ways. In this hands-on workshop, learn new tips for both systems and the best applications for each type of software.

Note: Students must bring their own laptop to all workshop sessions.

Course Outline

In this software learning lab workshop, you’ll learn:

  • new tips for using eMoney Advisor
  • new tips for using MoneyGuidePro®
  • the best applications for each type of software
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