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.
Functionality
- Intuitive Search
- Bookmarks
- Notes
- Dictionary
- Through Settings, the user can suggest additional content to be added to the CFPFM™. Proposed content will be vetted for accuracy and upon inclusion the user suggesting the content will be recognized through citation. In fact, the User Suggested Content is foundational to the vision behind the mobile application and it truly being a resource "For Advisors by Advisors."
Practical Application
Imagine yourself being presented with a question regarding finances or financial planning and not knowing the answer. Its impossible to retain everything. Furthermore, a timely and accurate answer to that question would be benefitable. Now imagine that without waiting, without research, you conveniently pick up your iPhone or iPad and perform a simple word search and immediately being presented with the answer youre seeking.
Would that be beneficial? Would that be a value-add for you or the person posing the question? Welcome to the Comprehensive Financial Planning Field Manual (CFPFM™); a mobile application that serves as a virtual desk reference available at a moments notice to deliver timely, accurate, current financial planning information and data for less than the cost of a cup of coffee a month. Through simple word, topic or subject searches you are presented with complex and accurate information, explained simply with examples. You even have the flexibility to bookmark the information for future reference or add a note to a search. The CFPFM™ is a powerful tool designed for all the following:
Financial Planners, Investment Advisors, Life Insurance Agents, Property and Casualty Insurance Agents, CPAs, Income Tax Attorneys, Estate and Probate Attorneys, Family Law Attorneys, Book-Keepers, Human Resource Managers, Mortgage Brokers, Real-Estate Agents.
The CFPFM™ is invaluable in the following practical applications:
- Preparing for a Client Meeting
- Preparing for Training
- Answering a Question at a Client Meeting
- Answering a Question at Training
- Research and Education
Includes Time Value of Money Keystrokes and Calculations
Includes Many Formulas, Tables and Charts
Subscription Policies
Initial Dowload is FREE
Monthly: Auto-Renewable for $.99 per month. Unless the subscriber chooses to opt-out, they will be billed $.99 per month. Billing and renewals occur through the subscribers iTunes account.
Annually: Auto-Renewable for $11.99 per year. Unless the subscriber chooses to opt-out, they will be billed $11.99 per year. Billing and renewals occur through the subscribers iTunes account.
The CFPFM™ is constantly updated to reflect all the current rules, regulations, rulings, taxes and legislative changes to assist the financial advisor in maintaining their fiduciary and legal requirements in providing advice and information to clients. For the protection of all parties, access to the content of the application will be suspended at non-renewal in an effort to insure that only the most current content is disseminated.
Privacy Policy & Terms of Use: http://cfpfm.com/privacy_app.php
Copyright © 2012-2013 Rocky Mountain Review, Inc., The CFPFM™
* This app does not support iCloud