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.
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
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
Access videos, user guides, a searchable knowledge base, and our MoneyGuideProfessor online course in the Support Center.Log In
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.
|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.
|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.
|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.
|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|
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.Contact Us for More Info
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.
Tell us where you would like to see us by suggesting a city !