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Home
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CFP Ethics Class
Purchased Electives
Review Detail
MoneyGuidePro
Hot
Financial Planning
by Guest September 23, 2009
December 24, 2010
williamh480
View all my reviews (5)
Overall rating
4.6
Company
5.0
Interface
5.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
4.0
Estate Planning
4.0
Clients love the presentation!
easy data entry, very understandable reporting
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.