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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

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Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

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"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

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Great customer service. Classes are pertinent. Great value

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Craig Israelsen

0 / 5

Investment advisory
Retirement planning
Financial planning
Economy

Dr. Craig Israelsen holds a Ph.D. in Family Resource Management from Brigham Young University, plus B.S. and M.S. degrees in Agribusiness and Agricultural Economics from Utah State University. With decades in academia—teaching 9 years at BYU, 14 at University of Missouri-Columbia—he now serves as Executive-in-Residence at Utah Valley University's Finance & Economics Department while advising Utah investment committees.

Renowned for mutual fund analysis and portfolio design research published in top journals like Journal of Financial Planning and Journal of Asset Management, his work appears in Financial Planning Magazine (20+ years), Horsesmouth.com, Better Investing, and AAII Journal. Cited in Wall Street Journal, Forbes, and Newsweek, he created the 7Twelve Portfolio (www.7TwelvePortfolio.com) and authored 7Twelve: A Diversified Investment Portfolio with a Plan (2010). A family man with hobbies like hiking and woodworking, he ran the Boston Marathon five times.