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Home
CE Webinars
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CFP Ethics Class
Purchased Electives
Reviews written by mesimmons
1 results - showing 1 - 1
Microsoft Outlook
CRM Software
mesimmons
November 12, 2010
Overall rating
2.3
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
5.0
Works for me
I learn a little more each time I use it.
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.