MBaker
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Thanks Gayle, I'll take a look at those
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I might be worried if it could write suitability reports but it does not seem to have that functionality, yet! Based on my experience with advisers using new technology I suspect it's more likely that paraplanners would still be inputting the inf…
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Hi I'm planning on doing this as well as an adviser at my firm did the same thing last year. He seemed to think that the material in AF1 was sufficient to to pass J02 but would be interested to hear others thoughts. Have you ordered the book o…