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CFP Ethics Class
Purchased Electives
Review Detail
MoneyGuidePro
Hot
Financial Planning
by Guest September 23, 2009
May 13, 2011
GST75
View all my reviews (1)
Overall rating
3.0
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
2.0
Estate Planning
2.0
Good goals based software
Good basic planning tool.
User Review
The Good
Easy to use. Very good telephone and on line support
The Bad
Not flexible in estate or business continuation planning.
Not very useful in cash flow discussions for accumulators.
The Bottom Line
Reasonably priced software that meets the majority of my client needs.
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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.