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New from MoneyGuidePro®
MoneyGuidePro® now offers the option to add the What If Worksheet as a new, separate step in between the Current and Recommended Scenario! Another newly added feature is the Presentation View that provides the option to hide the top menu bar and logo in order to optimize screen space.
To add these new features, login to your MoneyGuidePro® account and follow the instructions found on the Welcome Page!
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Are you using MoneyGuidePro® to its full potential?
MoneyGuideProfessor is a newly-developed, online training tool offering two free courses on the latest version of MoneyGuidePro®.
Whether you're a first-time or long-time user, there's a training course for you. Simply choose one (or both!) of the courses that best fits your needs and follow the virtual, self-paced learning path to become a proficient MoneyGuidePro® user.
MGP 101:
Master the basics and gain the confidence to build and present a basic plan.
Positioning and Best Practices:
Learn what to say and what to do to make your advice and recommendations resonate with clients.
To access these courses in MoneyGuideProfessor, login using your MoneyGuidePro® user ID and click on Support located at the top right of the page. From the Support Center, click to Launch MoneyGuideProfessor.
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MoneyGuidePro® Support Hours Update
Normal MoneyGuidePro® Support hours have returned to Monday through Friday, 9:00 AM ET to 6:00 PM ET.
Please direct all questions to support@moneyguidepro.com.
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Featured Tech Partner
Save the date and join us for an exclusive webinar with Hidden Levers; a valued tech partner that specializes in risk management and portfolio stress testing.
Register today to join us for a look inside our powerful integration!
Hidden Levers + MoneyGuidePro®
June 7, 2016 at 2:00 PM ET
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Live Training Events are Back!
Our trainers will be hitting the road in July to deliver a hands-on, interactive workshop designed to increase your knowledge and make you a proficient MoneyGuidePro® user. Choose a city from the list below and register for a live training event today!
Denver, CO | Jul 27 - 28, 2016
Washington, D.C. | Aug 10 - 11, 2016
Minneapolis, MN | Aug 23 - 24, 2016
Austin, TX | Sept 14 - 15, 2016
Boston, MA | Sept 28 - 29, 2016
Chicago, IL | Oct 11 - 12, 2016
San Francisco, CA | Oct 24 - 25, 2016
Portland, OR | Oct 27 - 28, 2016
New York, NY | Nov 9 - 10, 2016
Each event costs $599 per attendee. If you plan to send multiple attendees from your firm, please give us a call at
804-744-5900 x145 for discount details.
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Upcoming Conferences
Join us at one of these events!
SSN Discover
Jun 5 - 9, 2016 in Amelia Island, FL
Pershing INSITE 2016
Jun 7 - 9, 2016 in Orlando, FL
FPA Financial Planning Forum
Jun 9 - 10, 2016 in Richmond, VA
Morningstar Investment Conference
Jun 13 - 15, 2016 in Chicago, IL
Investment Advisor Strategies
Jun 14 - 15, 2016 in Charlotte, NC
2016 Financial Planning Congress
Jul 10 - 14, 2016 in Nashville, TN
Berthel Fisher National Conference
Jul 20 - 23, 2016 in Coralville, IA
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MoneyGuidePro® Webinars
For your convenience, our webinars are available on a variety of dates and times. Register to join us on a day that works best for your schedule!
Introduction to Plan Creation
Jun 6, 2016 at 2:00 PM ET
Jun 14, 2016 at 11:00 AM ET
Jun 20, 2016 at 11:00 AM ET
Jun 28, 2016 at 2:00 PM ET
Introduction to Plan Delivery
Jun 8, 2016 at 2:00 PM ET
Jun 16, 2016 at 11:00 AM ET
Jun 22, 2016 at 11:00 AM ET
Jun 30, 2016 at 2:00 PM ET
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