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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
eMoney
Hot
Financial Planning
by Guest October 20, 2009
May 09, 2014
janet@executiveplannersnc.com
View all my reviews (1)
Overall rating
2.5
Company
3.0
Interface
2.0
Integration
2.0
Pricing
1.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
2.0
Estate Planning
3.0
Steep learning curve
Very time consuming to get up to speed and help is hard to get on a timely basis.
User Review
The Good
Marketing video
The Bad
input
The Bottom Line
Too expensive
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Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.