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Home
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CFP Ethics Class
Purchased Electives
Reviews written by khewlett
1 results - showing 1 - 1
Microsoft Outlook
CRM Software
khewlett
February 23, 2010
Overall rating
2.2
Company
4.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
3.0
Client Portal
1.0
Integration
3.0
Security
2.0
Pricing
4.0
Outlook
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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.