eMoney Advisor Launches Continuing Education Program for CFP® Clients
- Continuing education credits now available to all eMoney clients through new monthly program
- Developed in-house by eMoney’s team of certified CFPs®, first session on
March 15 has more than 900 registrants
“At eMoney, we strive to empower our clients to become better advisors. This goes beyond how we help them use the eMoney platform,” said
All financial advisors with the CFP® designation are required to earn 30 hours of CE credits every two years to keep their licenses active. Upon completion, credits must be reported to the National CFP® Board. With eMoney’s program, participants are not burdened with this extra step. To ensure timely and accurate reporting, eMoney has partnered with the National CFP Board and will automate the reporting process for all participants who complete coursework.
“I’m excited that eMoney is adding a CE credit benefit because I know the information will be relevant, timely and easily accessible. Being able to incorporate CE pursuits into our daily routine gives eMoney users the opportunity to get credit for the time we are already spending staying up-to-date on the latest planning opportunities,” said
“eMoney continues to be not just a software that we use but a partner in our practice,” added Werner, who has used eMoney for 10 years.
“eMoney’s extensive planning capabilities supplemented by their internal support teams enable me to provide my clients with a collaborative, informative planning experience. Launching a CE program is a natural extension of what is already being done at eMoney for advisors and their clients,” Burke said.
Each CE session is capped at 1,000 participants. Limited spaces remain for the
To register for the March session, click here; for the April session, click here; and for the May session, click here. For more information, visit eMoney’s CE program page.
About eMoney Advisor
eMoney
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eMoney Advisor
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Source: eMoney Advisor
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