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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
MoneyGuidePro
Hot
Financial Planning
by Guest September 23, 2009
October 31, 2009
bd919
View all my reviews (5)
Overall rating
4.2
Company
5.0
Interface
3.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Voluminous training resources; Responsive tech support
See above
User Review
The Good
User options lead to a high degree of customization.
The Bad
Awkward to move around in until you spend a fair amount of time with it.
Am still trying to find an easier way to get existing portfolios input.
The Bottom Line
Of all we've tried, MGP is on balance the best supported.
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Ethics Class
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Fritz
Meyer, Bob Keebler, and Craig
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