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

Live from the MoneyGuide Studio, engage our experts in one of our Bootcamps to get up to speed on the skills needed to create and present quality financial plans.

Upcoming Dates

We're
Back

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.

Coaching

Practice Management Coaching is a fully customizable, 1-on-1 session with a MoneyGuide coach who can focus on an advisor's specific needs.

Learn More

Upcoming Virtual Bootcamps

Foundational (3, 2-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. For MoneyGuidePro^® and MoneyGuideElite℠ users.

Price: $249

Where: GoToWebinar

Dates	Time
Feb 07, 09, 14	11:00AM - 1:00PM ET	Learn More
Mar 02, 07, 09	2:00PM - 4:00PM ET	Learn More
Apr 04, 06, 11	1:00PM - 3:00PM ET	Learn More

Advanced for MoneyGuidePro^® users (3, 2-hour sessions)

Take planning to the next level by covering advanced features in MoneyGuidePro^®. (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
Mar 14, 16, 21	2:00PM - 4:00PM ET	Learn More
Apr 17, 19, 21	11:00AM - 1:00PM ET	Learn More

Advanced for MoneyGuideElite℠ users (3, 2-hour sessions)

Take planning to the next level by covering advanced features including the new MoneyGuideElite℠ 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
Feb 21, 23, 28	2:00PM - 4:00PM ET	Learn More
Mar 23, 28, 30	11:00AM - 1:00PM ET	Learn More
Apr 25, Apr 27, May 02	2:00PM - 4:00PM ET	Learn More

NEW OFFERING

MoneyGuide Practice Management Coaching

One-on-one Session

MoneyGuide's Practice Management Coaching is a fully customizable, 1-on-1 session with a MoneyGuide coach who can focus on an advisor’s specific needs.

Tell us about your firm, financial planning goals and initiatives, and we will provide a variety of tailored solutions.

Conversations may include:

A custom orientation to MoneyGuide based on the advisor’s business approach
Highlighting tips for implementing client portal, virtual data gathering, use of MoneyGuide in prospecting conversations
Best practices for delivering an engaging plan and positioning your solutions and advice
An in-depth review of an actual client case

Schedule a session to accelerate your learning curve and increase efficiency, scale and confidence using MoneyGuide.

Price: $249

Training Packages

Accelerate planning adoption and success in your firm by choosing a training solution that best fits each individual's schedule and learning style. These packages allow firm-wide access to deeply discounted MoneyGuide training.

Training Packages

Create a Custom Training Event

We'll bring the case studies 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.