Course DescriptioneMoney 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.
- 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.