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Home
CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by katiec203
1 results - showing 1 - 1
ACT
CRM Software
katiec203
November 25, 2009
Overall rating
1.7
Company
2.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
2.0
Client Portal
3.0
Integration
1.0
Security
2.0
Pricing
2.0
sufficient for our purposes, not used by many in our office
sufficient for our purposes
Read Review
Comments (0)
1 results - showing 1 - 1
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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.