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Home
CE Webinars
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CFP Ethics Class
Purchased Electives
Review Detail
eMoney
Hot
Financial Planning
by Guest October 20, 2009
April 06, 2017
ddegroote
View all my reviews (1)
Overall rating
4.2
Company
5.0
Interface
5.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Great Tool
Love using it with clients.
User Review
The Good
Great Tool
The Bad
Clunky but getting better. Needs better integration and account aggregation.
The Bottom Line
Still better than the rest
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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.