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Home
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CFP Ethics Class
Purchased Electives
Reviews written by Cristal
1 results - showing 1 - 1
Goldmine
CRM Software
Cristal
January 15, 2010
Overall rating
3.4
Company
4.0
Software Support
5.0
Investment Tracking
1.0
Insurance Tracking
2.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
3.0
Security
4.0
Pricing
4.0
Goldmine
Great software
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.