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CFP Ethics Class
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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Reviews written by marshallr205
3 results - showing 1 - 3
What Is Your Firm Really Worth? Here's The Ugly Truth
Webinars
marshallr205
July 22, 2010
(Updated: July 22, 2010)
5.0
Average Attendee Rating
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PortfolioCenter
Portfolio Management
marshallr205
March 08, 2010
Overall rating
2.6
Company
2.0
Technology Support
3.0
Reconcilliation
1.0
Financial Institution Interfaces
2.0
Reports
1.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
2.0
Security
4.0
Hosting
3.0
Pricing
3.0
Takes too much time to make sure it is accurate.
See the bad
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Tactical Asset Allocation In Today's Market
Webinars
marshallr205
March 04, 2010
(Updated: March 04, 2010)
4.0
Average Attendee Rating
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3 results - showing 1 - 3
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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.