8 meses antes
As a customer, I appreciate the professional and k...
As a customer, I appreciate the professional and knowledgeable guidance provided by CFAI's team of financial advisors. While their website offers some valuable information, it would be helpful to see more interactive tools and resources to better educate clients on financial planning. Additionally, the process of scheduling and confirming appointments could be streamlined for a more efficient experience. Overall, the company's commitment to client satisfaction is evident, but there is room for improvement in terms of accessibility and user-friendly features on their website.