Getting Started with MoneyGuidePro for the 2026 Financial Planning Challenge

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Includes a Live Web Event on 05/01/2026 at 11:00 AM (MDT)

Get competition-ready with a guided walkthrough of MoneyGuidePro, the financial planning software featured in the 2026 challenge. This live webinar will introduce key functionality, demonstrate how to build and present a plan, and highlight how teams can use the platform to support their analysis and recommendations.

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

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Getting Started with MoneyGuidePro for the 2026 Financial Planning Challenge
05/01/2026 at 11:00 AM (MDT)  |  60 minutes
05/01/2026 at 11:00 AM (MDT)  |  60 minutes Get competition-ready with a guided walkthrough of MoneyGuidePro, the financial planning software featured in the 2026 challenge. This live webinar will introduce key functionality, demonstrate how to build and present a plan, and highlight how teams can use the platform to support their analysis and recommendations.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available