eMoney Advisor (eMoney), a leading provider of technology solutions that help people talk about money, has announced the continued expansion of its efforts to shape the future of the financial planning profession. Through its University Program, eMoney Certifications, and new industry partnerships, the company is increasing access to its financial planning technology for students, career changers, and aspiring advisors.
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Celebrating a decade of its University Program, eMoney has partnered with 160 universities across 40 states, giving students hands-on experience with the same cutting-edge technology used by today’s top financial advisors. Students not only gain practical skills but can also earn the eMoney Certification, which affirms their proficiency and enhances employability in a market where skilled financial planners are in high demand. Over the past year, 13 new universities joined the program, and more than 1,000 certifications have been completed. Participating schools have reported higher internship and job placement rates, better starting salaries, and accelerated career growth for their graduates.
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Matthew Schulte, head of financial planning at eMoney, emphasized the importance of preparing the next generation of professionals. “We’re helping to fill the talent gap and support the pipeline through our University Program,” Schulte said. “We’re proud to celebrate 10 years of equipping future financial professionals with the tools, skills, and confidence to shape the profession’s future.”
Students and educators alike have highlighted the program’s impact. Gregory Renn, CFP®, Distinguished Lecturer of Wealth Management at Indiana University’s Kelley School of Business, praised eMoney’s role in career readiness: “Our students are differentiating themselves with their CFP education and use of eMoney. I’ve developed practicum courses where students take real client data and build financial plans. It’s a privilege to use eMoney—its impact is resonating with students and employers alike.”
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Beyond universities, eMoney has expanded its reach through industry partnerships designed to promote diversity, inclusion, and professional development. In 2025, the company teamed up with organizations such as the FinServ Foundation, 100 Women in Finance, The Externship, the BLX Internship, and the Wall Street Diversity Accelerator (WSDA). These collaborations provide students, career changers, and aspiring advisors from diverse backgrounds access to eMoney technology, certifications, mentoring, and networking opportunities, helping remove barriers to entry and create structured pathways into the profession.
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