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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 the basics of both systems and the best applications for each type of software.

Notes

  • The workshop registration fee includes access to eMoney Advisor and MoneyGuidePro® for the duration of the course.
  • Students must bring their own laptop to all workshop sessions.
  • Successful completion of the workshop is contingent on:
    • Completion of the eMoney Advisor Certification (self-guided, online training)
    • Completion of MoneyGuidePro® online courses and final assessment
  • Students must complete this workshop and gain the additional credentials listed above in order to be eligible to receive the full Financial Planning Associate - Paraplanner Certificate.
  • Students may register for this course separately, or for the full 20-week Financial Planning Associate - Paraplanner Certificate Program at a discounted rate.

Applies Towards the Following Certificates

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Enroll Now - Select a Section

Section Title
Software Learning Lab: eMoney and MoneyGuidePro
Section Schedule
Date and Time TBA
Location
Delivery Options
Live in Classroom  
Course Fee(s)
Registration Fee non-credit $395.00
Section Notes
  • This course meets once per month, on Thursday evenings.
  • Students must bring their own laptop to each workshop session.

 

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