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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
Profiles Professional
Financial Planning
by
a4a-manage
May 28, 2009
February 13, 2010
kevinjenks
View all my reviews (3)
Overall rating
2.1
Company
3.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
1.0
Taxes
1.0
Asset Allocation
3.0
LTC-College Planning
1.0
Estate Planning
1.0
Not a huge fan of Profiles
Very simplistic and not very good at helping with taxes
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.