Training

With in-person, virtual, and on-demand training, you and your staff can learn in the manner that best fits you. From technical "how-to" training to best practices or positioning, we have a solution that can help.

We'll even customize our training to better meet your needs.

Virtual

Engage with our expert trainers in our live trainings to get you up to speed on the skills needed to create quality financial plans.

Upcoming Dates

In-Person

Live training designed as a hands-on interactive lab where advisors gain an understanding of how to effectively use MoneyGuide with their clients.

Upcoming Dates

On Demand

Access videos, user guides, a searchable knowledge base, and our MoneyGuideProfessor online course in the Support Center.

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Upcoming Virtual Events

Bootcamp: Foundational (3x2-hour sessions)

Three 2-hour sessions focused on the fundamentals of financial goal planning. (4 CFP® CE Credits)

Each two-hour session is designed to be hands-on and practical; using multiple case studies to illustrate real life scenarios. After our training, you will leave with the ability and knowledge of how to position, create, and deliver meaningful financial goal plans.

Price: $249

Where: GoToWebinar

Dates:Time: 
Jul 27, 29, 31 1:00pm - 3:00pm ET Learn More
Aug 12, 19, 26 10:00am - 12:00pm ET Learn More
Sept 10, 17, 24 1:00pm - 3:00pm ET Learn More
Oct 13, 15, 20 10:00am - 12:00pm ET Learn More
Nov 12, 17, 19 1:00pm - 3:00pm ET Learn More

Bootcamp: Advanced for MoneyGuidePro® users (3x2-hour sessions)

Take planning to the next level by covering advanced features in MoneyGuide. (4 CFP® CE Credits)

In these two-hour sessions we will be using a hands-on, practical approach; using multiple case studies to illustrate real life scenarios.

Price: $249

Where: GoToWebinar

Dates:Time: 
Jul 16, 21, 23 10:00am - 12:00pm ET Learn More
Aug 6, 13, 20 1:00pm - 3:00pm ET Learn More
Sep 21, 23, 25 10:00am - 12:00pm ET Learn More
Oct 14, 21, 28 1:00pm - 3:00pm ET Learn More
Nov 3, 5, 10 1:00pm - 3:00pm ET Learn More

Bootcamp: Advanced for MoneyGuideElite users (3x2-hour sessions)

Take planning to the next level by covering advanced features including the new Elite functionality. (4 CFP® CE Credits)

Our trainers will coach you through this hands-on, interactive course so you can gain an understanding of how to effectively use MoneyGuideElite with your clients.

Price: $249

Where: GoToWebinar

Dates:Time: 
Jul 21, 23, 28 1:00pm - 3:00pm ET Learn More
Aug 18, 20, 25 10:00am - 12:00pm ET Learn More
Sep 22, 24, 29 1:00pm - 3:00pm ET Learn More
Oct 15 22, 29 10:00am - 12:00pm ET Learn More
Nov 4, 11, 18 1:00pm - 3:00pm ET Learn More

2-day Live Virtual Event

2 Day intensive MoneyGuide training. (12 CFP® CE Credits)

This event is a hands-on, practical lab using multiple case studies to illustrate real life scenarios. After our training, you will leave with the ability and knowledge of how to position, create, and deliver meaningful financial goal plans.

This course qualifies for 12 hours of CE credit. Hours will only be submitted for registered attendees.

Price: $499

Where: GoToWebinar

Dates: Time:  
Jul 28-29 10:00am - 5:30pm ET Learn More
Aug 11-12 9:00am - 4:30pm ET Learn More
Sep 15-16 8:30am - 4:00pm ET Learn More
Oct 7-8 8:30am - 4:00pm ET Learn More
Nov 10-11 9:30am - 5:00pm ET Learn More
Dec 2-3 10:00am - 5:30pm ET Learn More

Have MoneyGuide trainers visit your office.

We'll bring the case studies, training aides, and interactive learning experience to your door. Collaborate with us to create a custom agenda so we can focus our time together on coaching your advisors on the best practices and positioning of key MoneyGuide features that resonate with your niche client base.

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Upcoming In-Person Events

2020 Live In-Person trainings have been converted to engaging virtual sessions. See above for more detail. Check back later for next year's schedule.

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