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

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.

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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.

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On Demand

Access videos, user guides, a searchable knowledge base, and our MoneyGuideProfessor online course in the Support Center.

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Coaching

Practice Management Coaching is a fully customizable, 1-on-1 session with a MoneyGuide coach who can focus on an advisor's specific needs.

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Upcoming Virtual Bootcamps

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

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Paraplanning Certificant Program

Participants in the MoneyGuide Paraplanning Certificant Program will receive the training and support needed to empower more financial advisors to cost-effectively initiate, scale and deepen financial planning relationships with clients.

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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.

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Upcoming In-Person Events

MoneyGuidePro + Elite

Richmond, VA

Dec 9 - Dec 10

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Houston, TX

Jan 28 - Jan 29

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Orlando, FL

Feb 19 - Feb 20

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Denver, CO

Feb 26 - Feb 27

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St. Louis, MO

Mar 26 - Mar 27

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Wealth Studios

Richmond, VA

Dec 11

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