CFPFM - Comprehensive Financial Planning Field Manual

cfpfm-tmep The purpose of The Comprehensive Financial Planning Field Manual™ (CFPFM™) is to provide a mobile reference to any user that needs immediate access to current and up to date financial planning information. This information can be used by the financial professional from an educational and reference perspective, during the preparation of a client-meeting, during a client-meeting, for training purposes or client-service.
The CFPFM™ is designed to be a living, breathing resource that is constantly expanding in depth and complexity. The CFPFM™ utilizes a cutting-edge editorial process that permits immediate updates of content without requiring the user to update the application.

Overview:
400+ pages of content
Dynamic daily updates



Key Features:
Search Function
Bookmarks
Notes
Dictionary
Font Sizes
Suggest Content
*integrates customers so they
are customers for life



Type: Financial Planning
Location: Austin, TX
Platforms: iPad, iPhone
iTunes: https://itunes.apple.com/us/app/cfpfm/id590359930?mt=8

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