Logo. Banner for Financial Planning Software Clinic Pt. 3

Financial Planning Software Clinic Pt. 3

by

Academic Support/Skill Development Academic

Thu, Nov 12, 2026

1 PM – 2:30 PM EST (GMT-5)

Online Event

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Registration

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Sales Start - Sales End - Availability Unlimited Price FREE

Details

The Financial Planning Software Clinic is a series of virtual sessions designed to give GMU FPWM students and FPA members hands-on training in major industry platforms, including eMoney, RightCapital, MoneyGuidePro, and Holistiplan. Each session features software introductions, real-world case studies, guided working time, live Q&A, and instructions for earning free student certifications to highlight on resumes.
Dress Casual (jeans ok)

Hosted By

Financial Planning Association | Website | View More Events