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CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by davidc0128
2 results - showing 1 - 2
MoneyGuidePro
Financial Planning
davidc0128
April 26, 2011
Overall rating
4.3
Company
5.0
Interface
4.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Great Product and Great Value
Also like the integration of the Finametrica Pro risk profiling system.
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Comments (0)
Performance Reporting For New RIAs
Webinars
davidc0128
February 17, 2010
(Updated: February 17, 2010)
4.0
Average Attendee Rating
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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.