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.


400+ pages of content
Dynamic daily updates
Key Features:
Search Function
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*integrates customers so they
are customers for life
Type: Financial Planning
Location: Austin, TX
Platforms: iPad, iPhone