MoneyGuidePro®
Wealth Studios
MyBlocksTraining
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 DatesBack
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 DatesOn Demand
Access videos, user guides, a searchable knowledge base, and our MoneyGuideProfessor online course in the Support Center.
Log InCoaching
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 MoreUpcoming 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 | |
|---|---|---|
| Oct 04, 06, 11 | 2:00PM - 4:00PM ET | Learn More |
| Nov 01, 02, 03 | 2:00PM - 4:00PM 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 | |
|---|---|---|
| Oct 17, 19, 21 | 1:00PM - 3:00PM ET | Learn More |
| Nov 08, 10, 15 | 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 | |
|---|---|---|
| Oct 20, 25, 27 | 11:00AM - 1:00PM 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
RegisterTraining 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.
Contact Us for More Info
