eMoney Fundamentals Certification Practice Test 2026 – Your Comprehensive All-in-One Guide to Exam Success!

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Which of the following is NOT a current How-To in the Knowledge Base?

Share a vault document with a client

Create a client profile

Add a Rolling GRAT

A How-To in the Knowledge Base is a step-by-step guide for performing a specific task directly in the platform. The items that are current How-Tos describe actionable tasks you can do now: share a vault document with a client (a collaboration workflow), create a client profile (setting up a new client in the system), and set up a financial plan projection (generating and configuring a projection for planning). An estate-planning concept like adding a Rolling GRAT isn’t an in-platform action with a current, step-by-step guide in the Knowledge Base, so it isn’t represented as a current How-To. Therefore, the option that isn’t a current How-To is the Rolling GRAT.

Set up a financial plan projection