finding the required course to take was a bit confusing. once i found and paid for the course, completing it was good.
This wass tougher than expected as a couple answers applied but 1 better than the other.
This course on IRS type of scams had a lot of repeat material. It could have been condensed shorter. Also I realized I should have bought a custom course or create my own bundle instead to this package to study topics of my interest.
After taking this course, I realize it was more of a tax course on IRS treatment of losses from Ponzi schemes or theft rather than Ponzi schemes or fraud itself. I realize I should have created a custom bundle of courses rather than the pre-packaged bundle so I could take courses I'm interested in to fulfill my CE.
I like the simple and straight forward structure of the course and its content. I like how you can toggle on/off the auto play feature. I like how you can adjust the font size as older professional's eyesights diminish.
There should be an option to toggle on/off auto play of the audio or video. Sometimes, I like to read the content and sometimes I like to let it auto play in the background.
clear & concise course
This topic definitely put the "Fear of God" in me!
This course was not applicable to me as an IAR. It is designed for tax professionals.
I AM AN INVESTMENT ADVISOR REPRESENTATIVE, NOT A TAX PROFESSIONAL, AS IN AN ENROLLED AGENT OR CPA AND THIS COURSE HAD ABSOLUTELY NO RELEVANCE TO MY PROFESSION AS A FINANCIAL FIDUCIARY WITH A SERIES 66 REGISTRATION. I HAVE NO IDEA WHY THIS COURSE WAS INCLUDED IN YOUR MATERIALS TO SATISFY MY ANNUAL IAR ETHICS C.E. REQUIREMENTS!
the material covered gave a good update on AML.
Very good... Very informative... Eye opening.
Simple and easy to use.
Straight forward clear objectives, table of contents, learning expectations, periodic review questions, fair and short exam proving learning -- well done.
The ability to speed up the audio is beneficial.
Excellent!
Very good!
fraudulent tax preparer information is only marginally relevant to financial advisors
Very good.
I loved it!
Thanks !
Ponzi scheme emphasis on tax ramifications took up too much of course and were irrelevant because as IAR we are not qualified to give tax advice.
Very poorly written compared to your usual course materials. The section on Double Jeopardy was absolutely misleading and resulted in an incorrect answer on the exam. Please rewrite so as not to confuse your audience unnecessarily.
Great content and real-world examples!
This course took me out of my comfort zone- bravo. I knew next to nothing about Ponzi schemes and how they are treated. Helpful.
Hello, I would like to have more information on the Anti-Drug Abuse Act (ADAA) of 1988 did impose two highly significant changes on "AML" world. How Real Estate closing staff (Institutional /governmental authority) subject to the "CTR" regulations. Thanks. Elsa Sou Jing Moy, California Insurance License 0B25973, J K Financial Services, Inc.
There were lots of legal CPA items, in the material. It seemed very technical items that would not normally be in the realm of a financial advisor.
Testing to find out what specific IRS forms refer to is not a responsibility of a registered rep nor an IAR
I really enjoyed the personal approach to the writing style- really brought the topics to life.
I don't like that you can't use control F to search the entire course. You can onlyu search the chapter you are in. Usually the whole course is searchable
All the 3 letter a acronyms were confusing. there should be a cumulative list to refer to.
Great Educational Course.
Good course and easy to read
interesting content
On the Cybersecurity and Cyber-Enabled Fraud page, consider breaking up and simplifying the last sentence on the page. I was listening to the audio and got completely lost in the sentence! I had to go back to read it, and even then it was like crawling through a thicket of words. Less legalese, more English, please.
Thank you for this course content
Scenario-based knowledge checks would be more effective and make the material come alive, which would also make it more memorable.
Thank you for this learning experience
Well done!! Great examples
Thank you
I appreciate being able to go through the material at my own pace.
all good
I always use WebCe for my mandatory exams.
Excellent material presented in an easy to follow manner.
Great review of common fraud activities.
Simple information and easy to understand and apply to the questions
Excellent course content.
The course was extremely dense with a significant amount of definitions and straight memorization, which was hard to get through.
Extremely informative and I learned so very much!!!!
This is a very long course for just 1/2 CE credit. You should allow more credit considering the time to complete this course.
It was pretty long time wise.
This course should have been 1.5 to 2 hours credit.
Some of this was new information and incredibly helpful.
way too much information
Just too detailed for what was needed to convey
Easy to understand thank you
I used WebCE last year and was very satisfied with it. I recommended it to two other Representatives and they are also using it now.
was concise
course too long
Very interesting.
Nicely done. Thank you.
very interesting examples
The test questions relating to tax forms is too specialized for general investment advisors and is much more relevant for tax professionals.
This course more appropriate for banks and broker-dealers, and not as relevant for independent investment advisors.
Perfect
The audio feature was not available for Quantum Computing Risks and Conclusion sections.
This is my first course and I didn't interpret clearly that the audio would be read aloud. I just stopped it at the beginning of each page as I prefer to read silently.
I would recommend reducing the amount of lengthy textual material. Summarize it in bullet form.
Great learning experience!
I refer you company for CE to people all the time. Great job!
User friendly.
Should be 1.0-1.5 hours credit. Ridiculously low amount of credit for time spent.
Informative
Good information
Great course.
In Madoff, as I remember, an analyst, perhaps from Boston, did complain that the Madoff investment scheme was a Ponzi, but regulators did not believe him because Madoff was so well-entrenched in the industry.
The section on case law could've been presented in a more reader friendly format. The current format, a bulleted list, doesn't make the information very accessible. Maybe interactives, at least drop downs, would've been more effective.
I have been using this for many years.
too much focus on individual IRS paragraphs/rules
Excellent course! I enjoyed it!
A little heavy on ALL AML-related laws on the books and short on what placement, layering and integration look like. Also not enough info on red flags that might require a SAR.
way too much content for 1/2 credit hour
Great examples
Good work
A little too much info that could be redundant at times, but overall was very good.
Too much information and too long for 1/2 hour credit.
Thanks.
Good course covering pertinent topics!
Very informative.
Great topic and much needed. Very good topics
The AI voice is a turn off. The subject material is a turn off. I look forward to the day regulatory reform gets rid of schlock like this.
Great course
This course was for CPAs more that IARs
Too hard to find required course and register on website.
This course should not be for insurance / or investment reps. Maybe for CPA's.
Complicated to get to
Always fair and easy material to go over
Well done for a CE course
WEB CE is a good place for CE they are always well done.
Great education
The AI narrator was clear but didn't have very natural inflections with some of the words making it a little distracting. This technology is getting better but a human voice might make the narration easier to retain
Great Education
Great update
information around the tax forms was confusing
Not sure why one of the test questions is asking for a specific section of the tax code.
The contents were well selected and timely. I liked the indept look at scammers and the IRS dirty 12. The ponzi schemes was effective.
Job well don
Thank you !
We have all seen this over and over. But good to read through quickly and refresh knowledge
Good course.
I did not like the 'read it to me audio" I prefer to read the slides myself.
quickly accomplished this course and efficiently moved on!
The questions are hard.
too much for 1/2 hr credit
Excellent CE Materials and Learning Guides!
Thank you, good refresher & info.
I’ve been using WebCe for many years, thank you, a good resource.
The exam that was given with this course does not match the materials of the course at all. I completed the course and then none of the questions were relevant to the materials. Fortunately I was familiar with enough of the exam questions that I was able to pass the exam and gain my certificate.
Everything was easy to follow. Thank you.
The content of this course was EXTREMELY long and WAY too detailed in relation to the scope and difficulty of the mercifully short exam. It took me WELL over 90 minutes to study the material and about 5 minutes for the exam. Please condense and shorten the content. It's supposed to be 1/2 hour. Too, the "AML & The Law" Practice Question has the incorrect answer. Though the "Correct" answer was (only) partially correct, answer B was the Best answer.
It was great
Very well organized and made easy to understand and prepare for exam.
TOO MUCH LEGAL CASE STUDY. I M NOT A LAWYER.
MUCH better than another company's materials. Kudos
This one was a little confusing but I think I have clarity
Need to know more about Malta and CRAT - did a lot of research and guessing
too many to list. Directions to proceed, buttons, etc.
Have done many Finra CEs with better efficiency. This one much less so!
test is way too easy, videos are tedious. Just give a PDF with information and test on it
This was a fun course. I would provide more examples of people getting caught and the courts penalties, as they are memorable and interesting.
Some of the questions didn't match the correct answer.
Informational, very good
I love the courses
Simply excellent keep up the good work!
It was a great course
One question was about unscrupulous CPAs. In the chapter test promising "free" was the right answer. In the the final test promising "free" prep was the wrong answer. Might be a problem here.
East, fun and interesting
The "half hour" course is impossible to complete in 30 minutes. This should be at least a 1 hour CE credit.
Really enjoyed this one! It kept my interest throughout.
One of the best courses I have taken on Webce. Very interesting and enjoyed learning it.
pronunciations are odd, seems like AI generated. I would appreciate a human instead
Learned more about the tax law in this area. I was not aware of this subject before.
Interesting topic with excellent discussion of red flags.
The audio was terrible - the person's voice was so monotone as to induce drowsiness. You should stick to a real person, not an AI bot.
Good real-life case examples.
Course material helped me get a better understanding of the subject matter.
It was a very interesting tax topic.
Stop asking me questions
Exam question need clarification on what is considered a "business entity"
I thought the information was very informative about the Ponzi Schemes,
The content was very good, the visuals were ok, but the voice-over was far too monotone and expressionless.
Great information!
There was a question that did not coincide with the material and another question had the wrong answer as the correct answer.
I like printing out all of the seminars so I can read them instead of on the computer.
too much abbreviations to make this a realistic format
Question 1 on the exam was confusing.
helpful information
One of the review questions had all correct answers. Seemed the question should have read what ios NOT one of the responsibilities of the AML individual
One of the last review questions said my response was incorrect, yet the answer it said was correct is the answer I selected.
One of my "beefs" with AML training is so much focus on each piece of legislation and what it did/does, rather than more focus on rules applying to my area of business and ensuring all rules are understand rather than which piece of legislation made the rule.
Very informative and helpful to me in my career, I feel like I learned several things that will help me represent my clients better, while reinforcing my ethics as a tax consultant. Thank you!
The content needs to be summed up. The course took a significant amount of time to complete for .5 CE hours.
Keep up the great work!