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CFP Ethics Class
Purchased Electives
Reviews written by scopeland22
1 results - showing 1 - 1
ACT
CRM Software
scopeland22
June 09, 2010
Overall rating
2.1
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
2.0
Client Portal
2.0
Integration
3.0
Security
3.0
Pricing
1.0
ACT! for Financial Professionals
Software needs a rewrite to bring it into the 21st Century.
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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.