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Home
CE Webinars
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CFP Ethics Class
Purchased Electives
Reviews written by JadHowell
1 results - showing 1 - 1
IAS CRM
CRM Software
JadHowell
August 19, 2010
Overall rating
3.0
Company
4.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
2.0
Productivity
3.0
Client Portal
3.0
Integration
3.0
Security
4.0
Pricing
3.0
Robust, but the learning curve is tremendous with little support resources
None.
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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.