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Home
CE Webinars
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CFP Ethics Class
Purchased Electives
Reviews written by thomasp610
1 results - showing 1 - 1
ACT
CRM Software
thomasp610
March 31, 2010
Overall rating
1.0
Company
1.0
Software Support
1.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
1.0
Client Portal
1.0
Integration
1.0
Security
1.0
Pricing
1.0
ACT needs an update
Have used for years, but not a fan. Currently looking to switch.
Read Review
Comments (0)
1 results - showing 1 - 1
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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.