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 (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.
Bootcamp: 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.
Bootcamp: 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.
Bootcamp: Comprehensive for MoneyGuidePro® Users
Choose between 2, 6-hour days or 3, 4-hour days of intensive MoneyGuide training. (12 CFP® CE Credits)
Featuring our new Studio presentation technology, this event is a hands-on, practical lab using multiple case studies to illustrate real life scenarios. Studio's multi-camera livestreaming creates a more interactive experience making you feel like you’re with us in person. 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.
Two, 6-hour Days
|May 11 - 12||8:30am - 4:00pm ET||Learn More|
|Jun 23 - 24||9:00am - 4:30pm ET||Learn More|
|Jul 26 - 27||9:30am - 5:00pm ET||Learn More|
Three, 4-hour Days
|Apr 19, 20, 21||12:30pm - 4:30pm ET||Learn More|
Bootcamp: Comprehensive for MoneyGuideElite℠ Users
Two, 6-hour Days
Three, 4-hour Days
|Jun 28, 29, 30||12:30pm - 4:30pm ET||Learn More|
New 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
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