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CFP Ethics Class
Purchased Electives
Review Detail
eMoney
Hot
Financial Planning
by Guest October 20, 2009
October 07, 2011
Wendyk11
View all my reviews (2)
Overall rating
4.7
Company
5.0
Interface
4.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
5.0
The best in the industry right now for overall financial planning
I have been using Emoney for the past 10 years and am still a raving fan.
User Review
The Good
One of the best in the industry for cash flow modeling
The Bad
For the comprehensive Estate Planning, it can become tricky to have all they system try and illustrate an estate plan with mutiple techniques.
The Bottom Line
Of all the planning programs on the market this is one of the best there is for an individuals' overall finanical planning.
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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.