Designed For:
Adding additional credit may change exam requirements.
much better than the identical Kaplan course.
Not being able to advance the slides when you already know the information is super annoying. I have been in the business for over 35 years so having to sit through the content is painful.
great materials.
How can I answer this survey when I have no clue if the materials are aligned with the test questions? Forcing the survey prior to the exam is a mistake. I have no choice but to answer in the negative.
for item 10. I like courses that give both CFP credits and CPA credits for CPE courses.
There was a few lags in the video and ability to click to the next section throughout.
When the course finished, there was not a link to the exam, only the survey.
My feedback is to the CFP board - Having a computer read information in this type of format is dry, boring and very difficult to stay engaged. There are some better presentation mediums and tools and this information is too drawn out and difficult to retain. Suggestion is to focus on key points and shorten significantly - not to understate the importance of it but it simply could be presented in a more engaging way
way too long and repetitive. Seemed to be at least 15mins of computer narration of what resources are available online. Come on.
Easy to understand
I detest mandatory video classes
Would like more information in the standards about the changes from the past.
Easy and Simple CE
Too long
Course was too long...
way too long and boring. Nobody will get anything out of this. This is just for the show.
The time was way longer than the required 2 hours. I would have preferred to read content vs. be stuck listening to a choppy recording.
im so happy
The volume was all over the map and inconsistent through-out the training material which kept me from rating '10' across the board.
I had to go through all the material twice for it to save.
I like the presentation very much.
Only Attorney's could make this course far more complex, boring and longer than it needed to be.
There was a lot of duplication of information.
Shame on the board. The idea that I am forced to use the audio through out is very demeaning. I am a good reader and obviously have good comprehension or I could not have passed the original CFP exam. This is a juvenile approach to making sure we do the CE the way the board feels is best. I resent it. It is a computer audio which is completely monotone. At least pay for a real voice.
Course length could be modestly reduced, otherwise fine
there should be an option to speed the reading time. It took at lot longer than necessary.
WAY TOO LONG
Where is the quiz? And I was altered about a state requirement before the course? I'm just confused on the order.
Evaluation of the course shouldn't be a requirement.
Course was very informative but a bit to long
this course looks like it was from the CFP board - super informative, but took SO SO SO LONG to go through every slide. I read the transcript so much faster than going through each slide.
This is the worst presentation of the most redudant material. This could have been completed in 20 minutes. complete waste of time. It's is common sense an all the codes and standards are written by attorneys. Awful content.
It was too long.
none, other than the course is too long
Course was way too long for this content that we go over every year. I should have had the option to listen as a slightly higher speed. I think this content and the board needs to move away from time spent from ability to synthesize the information. I appreciate the importance of ethics in the profession and maintaining the marks, but this annual pilgrimage could be made to be less onerous by offering more flexibility to complete the training for those with different learning styles. If I can pass the exam to check my awareness of the topic, the time spent should not be the focus of the training. I am pretty sure this is a CFP Board issue and not WebCE since other CE courses offer the flexibility to adjust speed.
I was over halfway through the course and exited and my progress wasn't saved. It was very confusing how to ensure my progress saves.
Good Course
I am a visual learner. Very frustrating to have to listen but no text to follow.
The automated voice was painful to listen to
Repetitive and wordy
The only CE course where the material was not downloadable. The only CE course that was not live that required playing audio rather than just reading.
the robotic language is a bit dry.
Content is good, but would like to be able to go back and forth to othr sections of the course, not just the section you are on.
all good
I would like the ability to speed up the diction
Many of the slides added a lot of silence at the end so you could not continue until it was done; either reduce the silence or allow participants to read and move forward to the next slide.
Stop using AI to read the content
ENTIRELY TOO LONG. Stop making things so complicated.
AI voice was very monotone.
Might be beneficial to use real world examples of violations as well as success stories.
An actual human voice rather than a artificial one would make more interesting--less monotone.
This course is repetitive, needlessly long, and insulting - I would never, ever defraud, cheat or behave unethically with anyone. You're implying that all 100k CFPs are liable to at any time, and all must be reminded not to. Do you trust your certificants or not?
It could move at a little faster pace.
I much preferred this course over just reading material, it made the class feel faster and more interesting.
The audio felt like a robot just reading a script.
The mechanical voice was pretty bad. Please bring back a real human voice actor.
I prefer more hands-on and interactivity whenever possible.
I thought it was very thorough and easy to go through. It might be good to offer a read-only option--instead of needing to view all the videos in real time.
My additional gratitude and respect for Will S. who helped me with all of the necessary courses and best practices for me to complete my CFP requirements with WebCE. His integrity and efficiency were very appreciated
Make it easier to read the screens as opposed to haing to listen to the voiceover.
It was a little tedious having to click next for each new slide.
It would have been more engaging to hear a recording of a real human speaking. Alternatively, AI voices have come a long way since this was recorded. A podcast like format would have held my attention better. This was a little painful to get through.
it would be helpful to show the transcript of words across the screen like closed captioning instead of in the box on the side.
A little boring - no change in inflection. Not interactive enough.
it was well put together and flow was good
it was fine
This material can be quite dry by nature. Anything interactive would help keep attention.
excellent presentation
Great course setup, but more real-world examples or case studies would help to enhance the learning objectives.
Please provide example/Case Study for reporting and follow-through for violations of practice standards or no practice events that require reporting, such as a lien.
very long
AI Voice was annoying
make the video screen bigger.
I think this was the best ethic course I ever took
The course was too long. I could have read it more efficiently than having to listen.
The course was way too long.
Well laid out...very informative and was easy to follow
I have been a CFP for nearly 40 years. I have come to think of Ethics CE as "embedded and assumed" as you write in one section. I entered into this compelled video with fear and loathing. I emerge delighted. Thank you.
Good course, just lengthy.
Excellent course navigation much easier than other CE providers have used in the past Presentation concise without being redundant Thank You!
2 be fair and accurate, i started at 337 and finished at 519, that is not 2 hours
The rob voice talking and reading of each of the bullet points was slow and unengaging.
GREAT PRESENTATION.
Course made me complete twice since it did not save progress
Human recording rather than AI would be better.
Too long. Slow moving
You can do better than the robot voice with all of the AI advancements... So hard to engage in the content with the mechanical reading.
I enjoyed it
Excellent course and great case samples.
excellent course-clear format. understandable
Fairly good case studies and examples
The computer voice was monotone and paused mid sentence sometimes before continuing.
To improve: Hire a real voice. The monotonous robot gets annoying really fast. Material was great and encompassing.
Provide more specific examples and real life situations for sample cases
lots of comments: 1) let users know that thew system doesnt work well on an ipad. the ipad kicked me out when the ipad went to sleep 2)first 7-8 slides were redundant and too long. 3) dont use an AI voice - human would be better 4) a cut and past feature would be helpful for notetaking
all good.
this seemed like an overview of CFP rather than a study of ethics.
Thanks.
I did not like the fact that you had to wait for each chapter to play. I can read a lot faster than the video played.
I thought it was a little too long
Would like the ability to speed up the audio playback
way to long and repetitive year after year
I like that the program provides voice and written materials to learn from. It is a good pace and comprehensive. Thank you.
Course was way too long.
Too much "dead" time between narration and the ability to hit next slide.
The course was educational and well put together.
Little long on content
It was an excellent review of the goals and objectives of a CFP professional. I appreciate the reminder of the requirements.
My progress was not updated and I had to call service
It would help if you can add the speed selection option.
Ethics is extremely boring.
This course was too long.
I like the transcript.
Good pace, good content. I particularly appreciated information re: objective #4. Also, discussion of technology was helpful given the growth of AI. Maybe address this issue specifically in futue updates?
I like that the transcripts are provided, I'm much more of a visual learner and can read what is said out loud.
just a bit longer than needed in my view, but overall, fine.
Should have had some case studies in the course
easy to understand
This was pretty simple
Liked the fact the info had an audio component.
Retiring; last time to take CE
The concepts were clear and easy to follow.
well designed course!
Closed captions would be very helpful
Well done
It was good
Always a pleasure to work with. Keep up the good work.
CPE offered by WebCE is useful and cost-effective.
Thank you for the clear summaries and concise videos.
webce is excellent. My "average" comments are directed towards the ethics material provided by the cfp
It takes too long to listen to the videos
As a CFP for 40 years, I enjoyed the modern aspects of the course, such as the Distinction Between Financial advice and financial planning, etc.
clear, concise, and on point
thank you
It was all good
Good Ethics Course
Excellent
i liked the aural presentation, but it was a bit monotone.
Had some difficulty getting to the final exam.
This was the most clear and well-organized ethics CE I've taken.
I just wish the voice wasn't so mechanical.
The voice on this course felt very AI.... Not great to spend so long listening to this drone on and on and on...
too repetitive
Seeing as the material was created by the CFP Board, why is it not available on the Board's website at no cost?
would recommend.
I do not understand why the CFP board feels it necessary to make this course so lengthy and difficult.
This course took longer than the 2 hours to complete in full
It seemed to take longer than two hours.
Add alternative investments to CE curriculum
found it inefficient
I think this course could be shorter in time and more concise. Other than that, it was well done. No one likes to do CE though so time is of the essence. Thank you!!
Way way way too long.
Too long and a lot of redundancy
very good course.
I'm hAVING DIFFICULTY finding the quiz following the course so I can renew my CFP designation
unnecessarily long
everything was good - the AI voice isn't perfect, but it gets the job done
Don't have an AI computer voice read the slides to me... very boring and slow
The AI voiceover was a little clumsy. Otherwise, it was excellent.
The robotic voice made it difficult to pay attention
Have you ever tried to kill a house fly with a medium (7.62x51mm) machine gun? That is precisely what this course felt like.
Great course!!! A bit long, but was probably necessary to cover all of the required topics.
I'd love for it to autoplay the entire course but I understand the reason for not.
Course was precise and complete!
A little long for the content
this was way too long. could be more concise. but i use web ce becuase my company provides this for free
I wish there were more quiz questions that were interactive
Having to listen to the computer generated narration was quite annoying. An option to read instead seems reasonable.
It would be nice to be able to speed up the audio to 1.25x or 1.5x.
Maybe having a real human present the material would make it a better experience
THE VOICE OF THE PRESENTER WAS TEDIOUS AND OBVIOUSLY AI GENERATED. THE COURSE WAS VERY REPEDITIVE.
very long and robotic, information was all good but very difficult to follow what appeared to be some computerized or AI narrator
Easy to navigate and engaging content
it would be great to watch the videos and presentation a faster speed 1.25 or 1.5x would be great.
I kept having to repeat sections I had already completed.
The computer generated voice could be replaced by a human with correct inflection
Great course. Thank you.
Good content - Little long
very smooth
Too much intro
Other than Commercial travel this was the best example of a lowest common denominator experience i can think of
Using an actual human to read/present content. The AI voice was obvious, lacks intonation, etc. It was functional but have a higher expectation for CFP BOARD.
The diverse groups of names was kind of silly - pedro, priya, makik, javier, etc.
The narrator was monotone and robotic
I would return to the program because I am required to take the courses. Thanks for making them available.
click every time to proceed... COME ON
Could have used more real life examples to apply code of ethics.
I feel the course could be condensed a little bit. It is very thorough, perhaps slightly overly so.
Have an option to speed up the speaking part of the videos
The module verbiage is often too verbose and frequently uses the word being defined in the definition of the word itself, thus negating the definition of the word being defined as aforementioned at the beginning of the definition - get it?
The course was too long for the covered topic.
very lengthy content
Very helpfull
Good work
wish you could listen in 1.5 speed
I would have preferred more interactive questions on the knowledge checks, but overall a good course refresher
Good course.
Audio vs. the ability to read the material being presented.
Would be nice to have the option to speed up the speed of reading. I am a fast reader and unable to move to the next page for a considerable time. Took way longer than two hours to get through.
There is nothing i would change about the course.
Good format and content. Suggestion is for the check-in question and answers to have me as the participant select the true/false challenge questions or offer other types of questions such as multiple answers. Overall the content has gotten better and the video format was good.
There should have been longer presentations - too many stops and starts for a two hour program
Me ethical. You awesome. Have good day.
I'd prefer a course in written format that I can go through at my own pace. I dont like the video format
Very Long.
this course is way too long
text and voice different. confusing when to read slide and when to listen
there were some technical issues - disappointing that when I reached out to Webce with the issue, the response was that the course was developed by CFP board and not them. But webce sure got paid for me to purchase it.
way too long
Content was good. Wish we had the option to speed up the audio.
Kudos to the CFP team who put this fine training together. Great combination of examples, and explanations, and visual icons and maps.
I just spend a mandatory >5 hours clicking through a two-hour CE course. Unbelievable. Big fan of CE and WebCE; 100% of this frustration is with the CFP Board
There was no sound. I followed the text and narrative. It sufficed.
Great course - good reminders.
The course was a bit dry... more videos and summaries would have been nice to make it more succinct.
All good
Very digestible content
Straightforward
The use of an AI generated voice makes it hard to listen to.
I believe more case studies could be provided.
Took way too long for 2 credit hours
It is somewhat easy to zone out and not solidify the material in ones head with just listening to the AI voice. A more interactive course might help the concepts stick better.
The content was comprehensive, but the AI robotic voice was absolutely terrible to have to listen to for that long.
The text-to-speech was accurate but clunky and certainly not up to professional standards. The CFP video's were dramatically better than the remaining context. It would be more engaging if more vignettes / case studies were worked through
well done
In your course outlines, you hold out other ethics classes available for CFP credit, which do not satisfy the ethics requirements for CFP's. My recommendation would be to make blatantly evident that they do not satisfy that requirement even when called "ethics" courses.
I think using the video to implement the course is very helpful and provides a good context for understanding the elements of the Ethics Course
You should have 2 or 3 different narrators which would make it more interesting and less 'dry'.
The AI speaker has some errors but overall they were minor
Would like more case studies.
The course was great! Reasonably priced as well.
excellent course content
Should have a text / read only option.
The computer voice is too monotonous and makes it difficult to focus. The time to go through the course is lengthy given that an exam is required and webcast wouldn't otherwise require an exam if viewed in full. The course content was great and very helpful and informative. Multiple designation credit is also very favorable and the cost was extremely reasonable.
n/a - material was clear, easy to navigate
CFP designed the parameters not web CE. ten minutes of introductions, multiple repetitive elements, and a desire to make this far more complicated than it should be results in the course being mostly ineffective and tedious.
There is a lot of information, and more visuals would be helpful.
It would be nice if voice over was less robotic. It would also be nice if playback speed could be increased.
i did not like the narrator. obviously a bot. not engaging at all
everything is great
always Excellent! Thank U
This course is longer than 2 hours.
would like to increase the play speed to 1.5 or 2x
Excellent Course, Thank You.
It was fine. The monotone voice can be worked on.
The AI reading is tough.
Just a little boring. The case studies help a bit.
Well done.
THANKS.
More videos would have made it more interesting
The narration is too long. It took way more than two hours to go through each page. It would be much better to give the person the option of turning off the narration.
Easy to navigate and well put together.
I like how you can go at your own pace. Can stop for a while and pick up where left off
Slide presentation was way too slow
I truly thought that was one of the most comprehensive, organized CE that I have completed.
Loved the presentation style
Enjoyed the audio and visual delivery of information.
In general, I think the information provide was fairly thorough. I sometimes found that the information on the slides did not coincide with what the speak was saying. But overall the information is there and that's probably what matters.
speed up a bit. pretty slow
Very helpful program. I will definitely recommend to others.
The program was "Read" by a monotone AI voice which was not engaging and if anything, made the material dry & boaring.
There were some very long "dead air“ points when the audio for the slide wss over and before you could advance to the next one.
It would be helpful if the speed of audio playback can be adjusted.
This is the best CFP Ethics course I have ever taken. It was clear, held my interest, and a reasonable effort to complete.
Good course
Video was professional but slow delivery method.
Make the knowledge checks interactive and allow the learner to select their answer.
Transcripts were helpful. Overall excellent course!
ease of use
Figuring out the order of things to do could have been organized a little better. Had to fumble around a bit before seeing what I needed to do.
Good stuff.
I think the course covered Ethics very thoroughly.
It was very long.
comprehensive, easy to understand
I would include a Play at Speed 1.25 or 1.5 to process through more quickly. More Videos would also be helpful. More Knowledge Checks along the way. May 3-5 questions each Learning Objective. Thank you & God bless
good material
The presenter notes that there are links to additional material. Not sure where to find them before closing the course.
The tone of the AI voice makes it challenging to stay engaged
It was an excellent review.
A bit long and repetitious
The real-life (well, fictional but representing real-life) were helpful.
The course was excessive for what is the same mandatory information as last year and every year. The tool could use a speed regulation like most other learnings tools and modern videos.
good course
I do wish some of the modules would let us choose the correct answer instead of just going over the answers. Great course!
Thanks!
Wonderful presentation! I really appreciate the hard work you do. Many thanks!
Well organized and understandable
I liked the links to additional resource materials.
No comments. Thank you.
Great improvement over prior years. Very nice to see the practical application and usage of all the different topics.
Great content
material is very applicable and provided clarity of CFP Standards and expecations.
the course took way more than 2 hours
Use an actual human being for the reading of this material. The audio is horrendous.
Excellent delivery of the ethics content.
I most disliked the use of an AI narrator. His occasional odd speech rhythms and mispronunciation was quite distracting and somewhat off-putting.
This was a great overall CE course. A preferred enhancement would be to have a few interactive sections.
Good course, very comprehensive.
An option to read material and progress at my own pace would be helpful.
I liked that it would run through examples and questions throughout. Helps with understanding and retention of material
Nice audio presentation, did not drone or drag..
Awesome
Great program, easy to use.
i liked the availability of the links to the checklists etc throughout the presentation. The links weren't consistently active though. great presentation far better than previous ethics certified programs I've tried.
great course, just bit too lengthy! thank you
Id like to see this course being available via the CFP website to the licensed CFP professionals, as part of our membership. I'm not clear why it is necessary to use an outside vendor whereby we (The CFP professional) is incurring an additional cost. Otherwise the course was good! Thank you.
Anything more interactive would be helpful during the presentation.
I thought it clearly demonstrated the course objectives and liked the format used.
Very informative and user-friendly.
Great product. I miss Leo's voice as he narrated many of the earlier CFP offerings when they came up with the 7 Step Financial Planning Process.
Well organized course
It was great material
Ease of use to work with WebCE - I will use this service again.
Illustration was great and each point explained in detail
Excellent course and the videos and example questions were very helpful.
very good course
It was very good
good examples and knowledge check ins
I have used the WEB CE for years. It is very easy platform to use.
Since this is mostly CFP Board materials, it would be great for them to offer a online version of this class for all CFP Professionals continuing education requirements.
Thank you!
Very repetitive and I felt it was an add for CFP materials
I think the course took too long. Add a higher talking speed on the application would help.
a bit to long and reduntant
Just seemed very long and time consuming for just 2 hours of CE. Took longer
Way too slow
Very good.
It took me a while to find the Survey link. Might be nice for it to be in Red or something. Just a thought.
More case studies or scenarios would make this more engaging
This course was very informative and easy to follow. Thank you.
I liked the slide format
The state survey could be more visible and find.
very easy to use. information was presented in a clear logical manner.
Could be more interactive
Good course although the artificial/mechanical narrator's voice was a bit annoying.
You need a 15Sec back button. Also, more case studies.
Generally ok, a little too rules based instead of principles based though
Very good review of the Code and how it impacts our every day work
On last few slides, related to resources, at least two ones came back with 404 error. CFP website's link to Code in Standards links to October 1, 2019. Overall course was reasonable in duration and content.
Super course
Very good information and right length of time for review.
Great course and content. I'm a repeat customer over many years.
Good course layout and material refresher.
Some interactive quizzes along the way would be helpful.
Program was done very well !
Excellent course
The audio that was inserted for the enforcement section was not mastered with the rest and was louder and not equalized well.
Met the objectives
Very thorough
The mechanical speaking did not match what was being portrayed so listening was hard. This should be changed.
WEB CE is always the best option for my learning. You never disappoint
Course play back speed was too slow.
I found the scenarios explaining how to apply the information helpful. Thank you.
difficulty in finding where to click to start new topics
This course was clear, efficient, and easy to follow. I appreciated how it covered the key concepts without dragging on, and the interface made it really easy to track progress and complete the final exam. I’d definitely use WebCE again for future CE credits.
Having more interaction would be helpful. Even the questions were not interactive, they simply asked then gave you the answer.
too boring and too long
I'm not sure how to make it better, not my strength.
Material was better presented than in years past.
The use of AI voiceover was distracting.
Small point but important. If an interruption in the course is necessary, a quick way to stop the course can be vital. One's cursor is usually resting on the Next button, then one has to quickly scroll over to the normal Stop Video button. It would be nice to have a Pause button close to the Next button.
Change up the course. Have different slides, video, and voices/people talking. It was a little boring. Same voice for 2 hours.
a little lengthy yet very good Thx U
My course kept bring me back to areas that I had finished.
The format of this presentation is pretty dull. More videos and more interactive exercises would be better for engagement.
The course was concise and informative. This is the 2nd consecutive time I used WebCE to satisfy my CFP Ethics requirement.
Course was too long and tedious.
More real life examples would be helpful
Too long.
I have had my CFP for over 10 years, I should be allow to take the exam if I don't pass it I would be required to take the course.
dislike that you don't really answer the questions as you go.
Thorough and effective.
The content was good. The course was a little long with all the videos, but the information was good.
Clear and concise, well done.
It is painfully boring. Prefer a quicker review of the rules followed up with cases and progress questions versus reading over every rule.
The words from presenter were not always the same as the words on the screen. It made it harder to follow the presentation.
This was the BEST ethics CE course I have taken! For so long, many of the ethic courses were too obtuse and legalistic, and did not make sense as a 20+ year practitioner . I also appreciated the reference to the website tools.
I like to read a t my own pace and not have timed.
The presentation was longer than necessary to adequately convey the information.
would be good for the audio to have an option for 1.5 times the reading speed
More of an outline format for those who have ADD. Subject topics that you can drill down on would help increase focus, retention, and the ability to further explore topics of interest
I Learn best reading the material. I wish you had that option.
I have used WebCE for years and find the products to be very user-friendly and reasonably priced.
Well done and good video support material.
took much longer than the stated hours for CE
Definitely omp
I like the case studies to show how the rules apply
Very easy to follow the path of instructions and requirements. The voice was clear and easily understood Well done.
Best Ethics coarse to date , learned a lot. Complicated rules made simple and understandable.
didn't register that I had completed the videos, but customer service was helpful in getting that fixed
Great Information.
Don't have such long pauses at the end of the slide. Let us click faster
took more than 2 hours
Would be helpful if the knowledge checks were inputs from the user instead of another recording.
ALL GOOD
Sometimes the dialog doesn't exactly follow the words on the screen and it is distracting
Way too long.
Could have conveyed all information in 1/3 of time allocation with higher degree of participant retention. Too long and wordy. Thank you!
It's absurd that we have IAR ethics requirements and CFP ethics requirements but the two are not interchangeable. Feels a bit unethical... and just a money grab...
A lot of the content was basic. I would have liked to learn about more complex ethical issues.
Great course. Easy to follow.
Great course.
If CFP is going to make the Ethics course so long they should reward more than two hours of CE.
I would have appreciated having a play speed feature that allowed me to listen to the slides faster.
The visuals are excellent - it would be great if we could use these within our practice - these clearly display the range of our services and responsibilities in the clearest slides I have seen.
I appreciate the downloads available as I went through the course.
Thank you
CFP makes the process take twice as long as necessary the slow talking videos are frustrating a guide to review would be sufficient and much more time efficient for fast readers
Some slide descriptions are too long.
The course was good! Just a little boring...
It was long, but a great review
Very good training
Fantastic job
overall the coursework was good
course was complete and enjoyable
very helpful
WebCE has consistently provided high quality CE courses and this Ethics course is no exception. The significant updates from 2024 were very well covered.
WebCe is an excellent platform for CE.
easy to buy
Very repetitive
The course felt VERY long. Being forced to listen to each page made sure each person puts in the time, but it also really stretched out the time it took to complete the course.
I thought it was great - very polished and user friendly. No constructive ideas for improvement. Thank you!
so boring
Course was as expected.
liked the ability to read the text as well as listen prefer some more real life examples to apply
Charts were helpful
Overall, this is the best iteration of the required Ethics required module in my 30 year experience.
THANK YOU
WebCE is my favorite place to take CE because its user friendly.
Tedious
Very confusing
Allow for the videos to be watched at faster speed.
Mindnumbing.
Excellent course and presentation! Very helpful - thank you!
The videos took long to buffer.
Too much material. Very dry.
I liked the fact that the course provided audio and I could follow along and stop and start the audio too.
AI voice was very distracting. A human narrating this course would have been more beneficial
The AI voice was unfortunate. An actual human would have made this much more engaging.
the names of people in the exam questions were terrible uncommon spellings for the name itself. Provided a distraction when trying to read the question and give a correct answer.
Keep things the way they are. WebCE is amazing.
Very comprehensive course. Case studies helped explain the key concepts.
It was good and enjoyed the content.
It is too long.
I appreciate how thorough this was
Course could be shortened
I prefer to read rather than listen to material. The course was very good, other than that.
Much better than learning the "code numbers."
Only issue I had was after I went through all the material, it said I hadn't even started. I called WEB CE and a lady helped me through it and I did not have to do it over. Thanks
Great content and great format
I enjoyed the examples. It helps to bring it better into focus for a situation. It was organized well.
I would rather be able to read at my own pace than listen to something much slower.
I think it would be useful to have more interactive checks on learning throughout the content. This is how I learn a lot of the material I go through in these types of courses. I would like to see a few questions after each learning topic based on the information covered in the learning topic before being able to advance to the next session. You don't have to get the questions right to move forward, but you should be given two the three chances to answer correctly. If for some reason you can't answer correctly, you should be given the correct answer and allowed to move ahead anyway.
Could be greatly streamlined
The narrator needs to be less computer tone and more interesting.
Very clear and user friendly.
Well presented and thorough.
I felt the information was distributed in a very clear manor. I especially like the case studies.
None, great material
Presentation was very dry which doesn't help with engagement.
I liked this course
Would prefer more case studies and less reading slides
Cost effective and good material but very long.
Well presented
Excellent overall, very well organized.
This is more a comment for the CFP...if you want the ethics content infused into people, it needs to be reduced in verbage down to essence. With so much 'explanation' it will be difficult for people to have it top of mind.
AI voice was annoying and didnt always get the words right.
Too long for a 2 CE credits
this course is clearer than ones taken in the past
I like turtles.
I am more of a visual learner and I felt that this course was more focused on an auditory learner. More slides would have been helpful to me.
Only thing I disliked was some screens had a 5 - 10 second wait before being able to move to the next screen.
Prefer PDF Download
More knowledge checks with sample Role Playing would be appreciated. Also not enough emphasis on the differences between a CFA and a CFP.
Good course, I've always completed these at industry events with a speaker leading the session. This was way better because I got the same info and didn't use two hours at an industry event learning things I could learn in a pre-recorded session at home. Thank you CFP Board!
I thought the course content and material were spot on and very clear and definitive. The format was well organized and easy to follow.
I found it helpful in reminding me to review again processes in my firm
Surely an AI generated voice will continue to improve over time
It was tough to listen to a robotic voice for 2 hours. In general it was fine. However, a real person speaking would have made it more enjoyable.
It took longer than two hours.
I thought the course was very well thought out and presented.
The AI voiceover was distracting. It mispronounced names (eg: Malik) and had no real human inflection. Because of this, it was easier to read the transcript instead of listening.
Having the system read the information takes to long
Presentation voice mechanical and not engaging, no interaction aside from clicking buttons.
Course is too long!
The computer generated reading of everything is not needed. It was hard to stay focused.
Normal CE course
I would like the option to speed up the narration.
The course was well laid out, objectives were very clear.
Going through the course took more than 2 hours
I did not like the robo-voice.
Info very repetitious at times
The audio was clear and understandable. In my case, it was necessary, because I am nonvisual and use speech output or Braille for everything. Slides and diagrams were inaccessible, however, and not comprehensively described. This represents an area that could be improved.
way too long for information contained. It could have been condensed. It takes more than 2 hours to get through the course.
I have no additional comments.
Fewer overall slides and make the ones you have longer so that there is less clicking.
Technology too hard at the end to know what to do next to get to the exam
The course is long as you have to go through each video at the video presenter's pace versus reading.
you could change up the narration voice with a woman's voice every other section. I would break up the material and make it easier to sit through
it should be continuous play so you can listen on drives
Have autoplay feature for each section
Fairly slow... and redundant. but thorough!
I keep coming back to Web CE because it is so great, efficient and it is very easy to access (I am blind).
Case studies really assist in clarifying the steps and requirements.
The course covered the materially thoroughly and in a thoughtful order. The examples/illustrations were helpful and relevant to my practice. The only negatives are on the tech side. Hopefully, AI audio improves because the narration is so robotic, it's distracting. It also disrupts learning to have the audio and visuals set up in such short segments. It should be 3 to 5 minute segments instead of having to hit the "next button" every 30 seconds.
After Conclusion, a bit confusing on the Survey and how to get to the Test.
The topic is somewhat boring, but this course provided the information in the best way possible.
Keep up the great work !
the whole ce process is a farce, and I can't blame the providers for making money off the grift
Content was solid. It a long time to load each page and a big distraction to the presentation.
i liked the format of the course but thought it was too long. Also, after completing the video it was difficult to find the exam.
it was good
Hi, I think this material was very useful except for the fact that the technology fell incredibly short and I will call to address this issue with you for the benefit of the CFP org.
Well organized and fluid between topics.
Easy to move through the course.
excellent videos and overall flow of course was well sorted out
No additional comments at this time, overall a good experience.
The course was very thorough and easy to follow.
Tony is awesome, technology is easy to use, and questions and content are relevant.
It was great
I always like WEBCE courses and understand that because this particular CFP Ethics course came directly from the CFP Board, it is not up to usual WEBCE standards. There is much room for improvement in how the course is written and presented -- and it's insulting to have to wait 45 seconds to hit "next" when it's taken me 3-5 seconds to read the content.
Webce is my preferred provider for CE!
I liked the audio and the ability to control the speed of delivery
Liked the videos
I liked the audio with the ability to read along.
Liked the audio part with the ability to read along.
Bulky and didn’t save place in course - had to redo some of the course because it didn’t save progress.
It is really long
More examples and cases are always helpful!
I called in with a question and Wil helped me and he was excellent!
This was a helpful review and update.
I wish the audio wasn't so clearly AI and instead a real person speaking.
I have trust in your education process.
Scenarios were very simplistic.
i would have a few more exercises
course was very organized and easy to follow along
having to constantly click adds a lot of extra time.
Just took way too long to go through
Excellent course...as always!
Would prefer an option to read material rather than having to take almost two hours to have a speaker present slide by slide. That was excruciating and my attention span was challenged.
course too long
Too Long. Should be able to just read content, as opposed to having to listen to the audio
Thank You!
More video would have been better. I got one wrong and went to review it and it wasn't marked red so I could not tell which one I got wrong.
The AI Reading voice could be nicer on the ears
I wish the VoiceOver was done with a human voice
The odd names used made it difficult for me to match up who was who in the story.
more case studies
too long. but easy to understand
This course longer to complete than the two hours required.
Not sure why this video presentation needs a voice over, as they are pretty much reading from the slides at a much slower pace than the average reader, taking more time to complete than necessary.
The dialogue was too repetitive.
great course
It was a very complete discussion of the material but that actually worked against the program. It was just too much detail to really be meaningful. Less is more! KISS!
Reading by AI was a little wonky at times. Mispronunciations always throw me for a loop, and distract somewhat from the content. Content was good, though.
liked the course it went well
Too long. It took 4 hours
While the content was presented by WebCE in an easy to use and navigate fashion... The CFP Board can do a better job of providing more engaging material for WebCE to use.
It was a good course.
AI voiceover was painful, either get a human to do it or get a better AI version. It was irritating and annoying.
There were too many "intro" slides (i.e. saying what would be covered in the program, rather than just getting to the lesson itself), and there should be no advertising for CFP Board materials.
i liked the organization in the side bar
I thought the course was very good and useful.
Ditch the AI narration.
AI reader needs a little work.
WebCe's format is great.
this was a great course to get thru and easy to navigate. Very informational and helpful to keep me up to date on CFP Ethics! Thanks.
much duplication
It was useful to find out that the CFP Board offers resources to evaluate Financial Planning software.
it was fine, dragged alittle but good
I purchased the course through a different provider, but it was not disclosed that it was in partnership with WebCE. The process was unclear and difficult to navigate and it should be disclosed that the CE is not being provided by them up front. Not a good experience for me.
I like how the Ethics course reads to you. It helps me pace myself.
Overall good course. Thanks.
Enjoyed this course
I have been a CFP since Sept. 11, 2000 and I believe this is the most thorough CE Course I have taken!
Easy to follow, liked the video format.
I liked the videos. Broke it up a bit.
CLARITY
It was great.
I enjoyed the audio feature the most as I am an auditory learner.
Flow of the course was appropriate.
Great Material for review
Very good course nothing to add or delete
It took quite a while to get through the material, and it isn't the most entertaining.
The course was comprehensive but could be shortened without reducing quality of content.
very good
A LITTLE LENGTHY AND REDUNDANT IN SOME CASES
It is not going unnoticed the Boards efforts
Nice work
Very Informative
Very well organized. I liked the links to CFP Board materials.
Good learning experience
Course was very good
CLEAR AND EASY, THANKS
Good stuff
Easy, clear to understand, and helps me with how to perform my duties ethically.
too long
The tone of the voice on slides is very boring
Professional course and presentation.
I love webce and have always given good feedback abt it to you
Great content. Clear and was a great experience.
Enjoyed the acknowledgment of the material resources available through the Board.
Very good content
thorough and informative.
It was a great course, but it took a long time.
Probably a little too long, but overall the training is always done well.
Very clear and direct.
great thanks
Great stuff
Very repetitive. Robotic voice. Generic. Lacking true real world complexity.
Not as fun as in person-interactive but well worth the time.
great program
I don't understand any of the names of the people
The topic is very important. Material could be more interactive and much shorter with more real world examples.
can't think of anything
It felt like the material was "read" by an AI, somewhat hard to listen to.
Thanks, well done and easy to use.
Provide more Case Studies throughout this class.
I like using WebCE for my continuing education needs!
Would like to see more knowledge checks as part of the program.
Lost 1.5 hours of progress, got to the end and it didn't save
More case studies would make it more interesting. Maybe also include some real life sanction cases.
Thorough to the point of being redundant, could have been more succinct.
The course covers everything that the CFB Board requires to be taught. It is easy to use and straightforward. a little long though.
Well done !
Web CE does a good job.
i would like a shorter course
sound doesn't always cooperate
Keep the example-based format. Thanks
Would prefer more case studies as part of the course
I really liked the videos. The person spoke to slowly. The other CE courses gave an option to speed up the audio.
Nothing more on this course
Would like to see practice questions that require my response for each section.
The computer voice does not make this very interesting. Videos helped though.
very satisfied
Human voice would be better
talks too slow
confusing signing up fpr cpurses and directions to take exam
The 12 minutes of introduction seemed excessive and unnecessary
No Suggestions, very user-friendly.
Good thorough content
The overview chart of which standards apply when is very helpful.
excruciating tedium
the extra audio was very helpfil
Very easy to navigate. Clear and consise.
well done.
Very dry course. It provided all of the relevant information, but did not hold interest. A course of case studies with explanations would have been much more engaging.
good handling of dry material
I had four interruptions where I had to leave training and go back in again. It wasted about 10 minutes of my time.
A real human voice rather than a monotone computer voice would improve the experience
Good course. I enjoy the case studies and the questions after to test my knowledge.
Direct comparisons between the previous Code of Ethics and the new Code of Ethics could be useful especially for long-term CFP's.
My only issue it that my computer locked up during a video and I had to exit and get back in. Other than that minor issue everything went very well.
It took too long. Speed up the person speaking.
Our firm has a great deal of ethics training in general, and it would be nice if it counted towards the 2.0 credit hours of ethics requirements for the CFP, rather than having to take 3-4 hours (really) to complete a separate one. thanks
Had difficulty with the program running on my firms browsers. The time involved was more that 2 hours and while the course covered everything, it was at times a bit repetitive.
Great as is at this moment.
I use WebCE for the majority of my training. I love your platform and it's easy to use. Thank you.
did not like the pre-requisite setup of having to click through each section manually before proceeding to the exam.
The videos are long. I could have read the material faster. On a positive note, the content was thorough.
Add the relevant course ID number to item
Could use the option to read a little faster.
Excellent! :)
Confusing names in the test questions. Spelling was incorrect in a few places throughout the material.
Several test questions were not written well and several typos.
Excellent course. Everything was well explained and the lessons well structured.
I liked the interactive and the read to me features
Course was satisfactory.
Great course - thank you for chopping it up into very manageable pieces. The knowledge checks along the way were great too!
I enjoyed the "read it to me" format
You misspelled Arya's name once in her question --> Area
good easy understandable
Thank you.
Material was appropriate for the required CFP CE.
The ease of ordering made it very convenient
I thought the intro and ending of the course could be deleted. It was too wordy and long. Get to the nuts and bolts and it would have been better.
I thought the introducton and ending of the course was wordy and too long. Just get to the nuts and bolts
I respect and appreciate the diversity and gender representation in the material. When you redo the video and/or graphics you might want to use a model who represents someone who is other-abled such as in a wheel chair and as a Veteran, I'd love to see someone who appears as a Veteran. i like too that people are dressed in more expansive business attire, less stogey. Great job on the content, in-depth review, and the presentation. I can tell it has been carefully created. I found it a very good refresher. Thanks
Great course
great coarse
The course content was very thick, but the exam was easier (thank goodness).
Great Job!
A good course. Thank you.
I believe the unusual names for clients and cfp's on the final exam detracted from the question. Please consider using susie, or sam, or tom, etc, instead of wierd names. Just my opinion. Some of these names I've never heard of, and it was hard to keep concentration of the question.
Quality of this material was extremely helpful.
I would like the option of listening or reading the information on my own. I retain information better, and stay more focused if I can do it at my pace.
Like the reading out loud to go with the print
none to comment on
I learned from the course and the questions were very reasonable. There were some parts that I may have skipped before taking the exam if I would have been allowed to do so.
I found myself on a page where there were links to CPA CPE, Insurance CE, etc., but there wasn't a link to CFP CE on it. Providing a link to CFP CE on that page would have made finding the course I wanted easier...thanks
thank you but I hope I recieve confirmation that my 2 ethics hours will be reported right away to cfp board. thank you..
AI generated audio, w/ little visual needs to be improved.
The introduction seemed longer than was necessary.
A very good refresher.
One spelling mistake on the case study question using the name "Arya". In one instance the name was mistakenly spelled "Area".
Resources to use in practice.
The required course is boring and wish could skip the boring 2 hours and go to the exam. Been in business 40 years and had to take this same CFP Ethics course for about 20 years. Was multi-tasking but a nuisance to have to hit hte next botton every few minutes but obviously want folks to listen. I got 100% on the exam first time. Not a Webce issue just what the CFP board requires the same stuff every year
I think there were a couple of typos during the exam.
Get rid of the AI voice and use a human voice. The AI voice does not put proper emphasis on several key phrases.
Way too long...
Excellent course. The material was presented effectively and was easy to understand and I believe fulfilled the study of CFP ethics
I do not prefer the "read it to me" format, especially in the robotic voice.
Overall excellent experience. Will use again
The voicing was inconsistent and annoying.
The names used in the examples were pretty strange. What happened to names like John, Paul, George, and Ringo?
I Love Web CE and especially phone support
Very well designed and executed.
the names used in the exam made it extra confusing. especially the typo in question #1
There was a misspelled word in the left header column for one of the lesson segments. I don't recall it off the top of my head but you may want to review and correct.
I didn't care for the monotone voice of the audio in the ethics course. Made it difficult to pay attention. I would have an actual person (with voice inflections) produce the audio.
The AI voice that goes through the course is not great, made listening to it challenging.
Good content but the narration was monotone
nice platform
I very much like the read-it-out-loud feature. I am very busy, I get many distractions, the read it out loud feature allows me to notice when other things are happening without completely disengaging from the content by looking away for a moment.
Good presentation
Very helpful and clear.
Solid course. Thank you for making it so easy for me to fulfill my CE requirements. I appreciate the self-study option.
Course met expectations.
This is a comment for CFP, I did not like all the woke names of all the people in your exams, quit trying to be DEI
It was a good way to present the material
This course to too long!!
I usually complete courses faster than credit hours and it took 2 hours and 20 minutes for this 2 hour course. Primarily due to speed of video. I could have listened at a faster speed or read hard copy faster.
easy to search for 'ethics' CFP CE in the catalog to find what i was looking for
Nice job!
Very clear and comprehensive material. Good job!
Good format & Good use of my time for relevant info to my profession.
You guys are terrific. Thanks!
All good. Thanks.
Please use normal simply names of clients and CFP . Jane and Dick!
excellent course
I was not aware that the course browser didn't track my progress without clicking the "exit" button if I had to leave and come back to the course. It would be nice to explain that function better or automatically track the progress without having to "click" exit to save my spot. I had to do the course twice.
High quality content for a reasonable price. Nice to have a good alternative from using Kaplan which I feel corners the continuing education market with exploitive additional costs.
Excellent materials and training on CFP ethics.
There is a lot to onsider Found exam tricky but passed easily
The case study scenarios and related explanations to the correct responses.
this course felt too time consuming
Thank you. It was an excellent course.
I appreciate how there were current updates as of 2024 in reference to software selection.
EXCELLENT!! Especially in contrast to how bad my last CE course was. Only thing I didn't like is the lag on certain slides after the presentation started and the "next" button being active. I also had an issue of completing the course and it saying I didn't. I accidentally closed the main WebCe window at some point. I refreshed and was able to Fast Forward from a previous saved point.
It was very good. Thank you.
i've been using web ce for many years, plan to continue
Truly an excellent course!
excellent content
Very hard to find CFP CE on website. There are other certifications that were given not specifically CFP. I spent an inordinate amount of time finding CE for CFP
good course with detail.
Liked mention of CFP resources that are available
The CFP Board of ETHICS Course was self serving.
Very solid and thorough
Great learning materials. Thank you!
Please try to use normal common names for questions... no one wants to read a question where it's harder to figure out the name than it is to answer the question itself!
The computer-generated audio does a poor job of inflection and word emphasis, which at minimum is boring and at worse, sometimes confusing. Please also include more examples/case-studies.
I liked the audio, but it is somewhat confusing next to the slides that depict the information in a different way.
The use of uncommon names in the materials is unnecessary and woke!
In most cases, I prefer to read the content rather than listen. However, I found the instructional value in listening as good for this program.
The AI voice to text was distracting as well as the volume modulation throughout the presentations
i thought the content was very explained.
CFP Board should consider making Ethics CF requirement 4 credits. Over the 20 years I have been a certificant, the scope of Ethics, such as the code and colmpliance requirements, has increased. The time needed for this course is appropriate, but much longer than would other wise be needed for 2 CE credits.
Your CFP CE package is somewhat confusing. It should be simplified - one price for accessing all CE credit courses. Will come back if WebCE is improving with a simple and competitive pricing.
Many sections are too short with too little information - could combine sections together if possible. Overall easy to follow and informative.
Incredible
even after the read-it-to-me audio is ended I still couldn't click to the next page. There were delays for most pages.
The exam questions were straight forward and not designed to be "tricky." Thanks
It was a very good class.
This course and the method used for education, training and testing, took much longer to complete than anticipated and certainly longer than two (2) hours
The test questions were a bit ambiguous.
Would like more discussion about the firm's responsibilities Such as Quota's - Duty to inform that producer must sell a certain amount or be fired - the firm is putting an issue that is in conflict with the best interest of the prospect/ client
Very poor format. Too time consuming, opaque and poorly done. Web CE is excellent. The CFP curriculum is poorly done. I blame the CFP for insisting the course be conducted in this very poor format.
This course was structured like it was worth more than 2 credit hours. It took nearly double the time to complete.
Excellent course content; however volume should be higher
Very informative
The Ethics course is way longer than 2hrs, I probably put between the test and content upwards of 4 to 5 hours into this. Should be counted for more than 2hrs.
Great content and examples that are realistic to the industry.
the read it to me function is tedious. Need to advance the material a faster rate.
There was an error in one of the exam questions. A person was named "Arya" and then it was spelled "Area" later in the question.
Reading was awkward where there was commas. Sometimes there was a gap of time between the end of the talking and your ability to click next.
the scenarios and case studies were very helpful. More written information instead of verbal would be helpful
Use more common names like: John, Jane etc... Your choice of names was not helpful
Best Ethics course I have taken.
none at this time
This course is far too long for only 2 credits of C.E.
It would have been more of a positive to have more interactive screens and less narrative which wasn't displayed on the screen.
Thanks for very instructive, practical, and thought provoking course.