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Training

Everyone needs and deserves a quality financial plan.℠

In-person, Virtual, or On-Demand

With in-person, virtual, or even on-demand training, you and your staff can obtain the knowledge you need delivered in the manner that best fits you. Whether it is the technical “how-to” training you require, best practices or positioning, we have a solution that can help.

Why are some advisors more successful than others at engaging clients with our planning software? They’ve learned the best practices and techniques to do so.

MoneyGuideProfessor

This online training solution offers courses that provide a clear path for learning MoneyGuidePro®. MoneyGuideProfessor allows you and your staff to progress through a series of courses designed to improve the technical knowledge, best practices, and positioning so that you can best serve your clients. Login to MGP to access.

MoneyGuidePro® Virtual Training

With our frequent live virtual trainings, you may engage with our expert trainers to get your firm up to speed on the skills you need to create quality financial plans. Offerings include both feature-specific and interactive webinars where you enter a sample plan along with the trainer. Login to MoneyGuidePro® to view our schedule of upcoming webinars. Alternatively, you may also request a completely customizable, exclusive training for your firm.

MoneyGuidePro® Live Training

Our live, in-person training events are designed as a hands-on interactive lab where advisors gain an understanding of how to effectively use MoneyGuidePro® with their clients. Our experts will coach attendees through multiple case studies in order to gain a deeper knowledge of the underlying functionality of MoneyGuidePro®. Attendees will come away with a new confidence in preparing and presenting plans as you are armed with best practices and positioning of MoneyGuidePro®.

Upcoming Events


Minneapolis, MN

Apr 25 - Apr 26

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New York, NY

May 8 - May 9

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Charlotte, NC

May 23 - May 24

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Dallas, TX

Jun 5 - Jun 6

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Richmond, VA

Jun 12 - Jun 13

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Boston, MA

Jun 26 - Jun 27

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Atlanta, GA

Jul 11 - Jul 12

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San Francisco, CA

Jul 23 - Jul 24

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Seattle, WA

Jul 26 - Jul 27

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Cincinnati, OH

Aug 15 - Aug 16

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Chicago, IL

Aug 29 - Aug 30

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Phoenix, AZ

Sep 17 - Sep 18

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Denver, CO

Sep 20 - Sep 21

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Philadelphia, PA

Oct 10 - Oct 11

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Tampa, FL

Oct 23 - Oct 24

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Tell us where you would like to see us by suggesting a city!