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Home
CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by DAtlanta
2 results - showing 1 - 2
NaviPlan Extended
Financial Planning
DAtlanta
April 23, 2012
Overall rating
2.9
Company
3.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
1.0
Taxes
4.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
3.0
Good product from technical perspective not user friendly and security is a pain
1
Read Review
Comments (0)
Success Factors Driving Top Advisory Firms
Webinars
DAtlanta
February 24, 2011
(Updated: February 24, 2011)
5.0
Average Attendee Rating
Poor
Average
Excellent
Great data and presentations skills
Read Review
Comments (0)
2 results - showing 1 - 2
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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.