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.

Where:

GoToWebinar

Dates:Time: 
Jun 02, Jun 04, Jun 09 10:00am - 12:00pm ET Register
Jun 17, Jun 24, Jul 1 1:00pm - 3:00pm ET Register

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.

Where:

GoToWebinar

Dates:Time: 
Jun 11, Jun 16, Jun 18 10:00am - 12:00pm EST Register

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.

Where:

GoToWebinar

Dates:Time: 
Jul 8, Jul 15, Jul 22 1:00pm - 3:00pm EST Register

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 an dknowledge 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.

Where:

GoToWebinar

Dates: Time:  
Jun 9 - Jun 10 8:30am - 4:00pm EST Register
Jul 28 - Jul 29 10:00am - 5:30pm EST Register

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.

Contact Us for More Info

Upcoming In-Person Events

San Jose, CA

Jul 13 - Jul 14

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Seattle, WA

Jul 16 - Jul 17

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Kansas City, KS

Aug 11 - Aug 12

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Phoenix, AZ

Aug 19 - Aug 20

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New York, NY

Sep 15 - Sep 16

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Boston, MA

Oct 7 - Oct 8

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Indianapolis, IN

Oct 20 - Oct 21

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