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CE Webinars
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CFP Ethics Class
Purchased Electives
Reviews written by wm3395
1 results - showing 1 - 1
PortfolioCenter
Portfolio Management
wm3395
April 23, 2014
Overall rating
3.0
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
2.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
3.0
Hosting
3.0
Pricing
3.0
Solid Choice
Solid choice for almost every advisor
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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.