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CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by mercer511
2 results - showing 1 - 2
MoneyGuidePro
Financial Planning
mercer511
July 30, 2014
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Very Satisfied
We have been pleased.
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Comments (0)
Operational Technology Tips For Advisors
Webinars
mercer511
April 28, 2011
(Updated: April 28, 2011)
3.0
Average Attendee Rating
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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.