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.
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