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eMoney Advisor: Leading the Charge in Financial Planning Education

In a significant stride towards enhancing financial planning education, eMoney Advisor has unveiled a series of expansions and partnerships aimed at shaping the future of the profession. As a leading provider of technology solutions for financial services, eMoney aims to empower students and emerging professionals in the financial planning sector through innovative programs and valuable resources.

Celebrating a Decade of Progress

The eMoney University Program recently celebrated its 10th anniversary, reflecting on a decade of collaboration with 160 universities across 40 states. This program has provided students with practical experience utilizing the same advanced technology that top financial advisors use. Participants not only engage in real-world applications but also have the opportunity to obtain the eMoney Certification, a credential that significantly boosts their employability in a competitive job market.

With increasing recognition of a potential talent shortage in the financial planning industry, eMoney's initiatives come as a timely intervention. According to Matthew Schulte, head of financial planning at eMoney, their University Program actively contributes to filling this gap by arming future financial professionals with essential tools and confidence. In 2025 alone, 13 new universities joined the program, increasing the student engagement and certification completion rates, which now exceed 1,000.

Gregory Renn, a Distinguished Lecturer at Indiana University, emphasizes the program's impact on students’ career prospects. His classes not only focus on Certified Financial Planning (CFP) education but also integrate eMoney tools, allowing students to construct and present financial plans. The results speak for themselves, with noted successes in internship placements and full-time employment rates, as his students enjoy 100% placement success.

New Partnerships Drive Inclusion and Diversity

Recognizing the importance of diversity in financial planning, eMoney has forged new partnerships to further enhance access to its technology. The FinServ Foundation and 100 Women in Finance have come aboard as recent collaborators. The FinServ Foundation focuses on creating more inclusive financial services by directly engaging with educational institutions, facilitating opportunities for students to participate in industry events and conferences. This aligns with eMoney’s mission to diversify the profession.

The partnership with 100 Women in Finance aims to promote gender equity by providing women, at all career stages, access to networking, education, and mentoring. This initiative not only supports women but also raises awareness about the importance of diversity within finance.

Moreover, eMoney continues to serve as the exclusive technology partner of the Externship Program, which gives aspiring financial planners meaningful hands-on experiences while breaking down entry barriers. In 2025, over 2,000 externs received training on the eMoney platform, showcasing the widespread acknowledgment of the platform's value in practical learning.

Additionally, eMoney has developed the BLX Internship to support Black and Latinx financial planners, striving to mirror the nation's demographics within the financial planning industry. This internship program offers resources and certifications at no cost to interns, reaffirming eMoney's commitment to fostering a diverse talent pool. The Wall Street Diversity Accelerator (WSDA) is yet another extension, offering sophomores and juniors valuable insights and experiences in financial services.

The Future of Financial Planning

With over 6,400 certifications awarded through its programs and partnerships, eMoney Advisor is firmly positioned as a catalyst for change in financial planning education. As the company celebrates its 25th anniversary, the continuous growth of the University Program and industry collaborations underlines its mission to innovate and enhance the accessibility and effectiveness of financial planning.

In conclusion, eMoney Advisor is not just making strides in technology; it is revolutionizing the way financial planning is taught and practiced. By laying a solid foundation for future professionals, eMoney is contributing significantly to the evolution of the financial planning landscape, ensuring that it becomes more inclusive, effective, and aligned with the needs of tomorrow's clients.

To explore more about the University Program and certifications, visit emoneyadvisor.com/university-program-certification.