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CFP Ethics Class
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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
Morningstar Office
Hot
Portfolio Management
by
a4a-manage
July 28, 2009
September 18, 2012
derekl503
Top 500 Reviewer
View all my reviews (25)
Overall rating
3.3
Company
4.0
Technology Support
2.0
Reconcilliation
4.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
2.0
Pricing
2.0
Expensive but necessary
No additional comments.
User Review
The Good
Comprehensive
The Bad
Not intuitive
The Bottom Line
Necessary, but wish it were easier to use - significant learning curve.
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.