Most of your questions have 3 bone-head answers and 1 obvious answer making the choice too easy in my opinion.
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.
On page 5 of the PDF print out, the text says in error that T-bonds share the same characteristics as a T-bill. It should be the same characteristics as a T-note.
Content is very good. Mostly current and helpful
Very technical and long.
was concise
course too long
Very interesting.
Nicely done. Thank you.
well designed flow of information
very interesting examples
Good course.
The test questions relating to tax forms is too specialized for general investment advisors and is much more relevant for tax professionals.
This course is primarily for CFPs.
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.
There are issues with the ROTH conversion and the 5 year rule that are inaccurate after the age of 59 1/2 that should be corrected.
Highly intuitive format for completing CE.
Should be 1.0-1.5 hours credit. Ridiculously low amount of credit for time spent.
Informative
Good information
Great course.
Great course. Perhaps a little to long.
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!
The CE module does not differentiate between a "rollover" and a 'transfer". It states IRA assets can be rolled over. This is incorrect. IRA assets cannot be rolled over. A company sponsored plan, such as a 401k, can be rolled over, such as into an IRA. However, IRA assets can only be transferred. Rollover is a specific term; the program treats as a univeral term. I also believe the program states incorrect information when talking about nonqualified Roth beneficiaries. It states nonqualified roth beneficiaries can take life time withdraws. This is incorrect. The 5 year rule applies. Reference irs pub 590B.
Excellent course! Actionable principles immediately applicable in practice. - MAI
Scored lower than other classes. Will study more.
Very informative. Good review
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
Nice job :)
super easy and efficient
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
A detailed subject, especially with the distribution options. You made them clear.
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
Great education
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.
I always find them well done for CE
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.
Course well managed and presented
Job well don
WAY too many exam questions
Thank you !
We have all seen this over and over. But good to read through quickly and refresh knowledge
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!
The course was very informative and met my learning on the topic
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.
Provide a 1.75 playback speed option. 2.0 can be too fast and 1.5 can drag on.
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!
Very well organized and clearly developed.
as always educational and easy to use to attain my CE
It was a great course
This WebCE course was very comprehensive
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
Even listening to the course at high speed, this is well over one hour worth of content.
The "half hour" course is impossible to complete in 30 minutes. This should be at least a 1 hour CE credit.
Continue with the good work.
Course was well written. I found "zero" typos.
I enjoy taking my DE through WebCE. I like the flexibility offered and your staff is very helpful and accommodating when I call.
I believe there is an error in the content. The Example: Indirect Rollovers states that Dave, age 55, who took an indirect rollover but did not deposit the full amount with in 60 days QUALIFIES FOR AN EXCEPTION to the 10% tax on early distributions. I don't think that is correct.
Excellent format! Great content, and very well presented. Very impressed.
I would love longer sections 5 minutes minimum and preferably 10 - 15 minutes. I spend time listening to CE while I bike/drive etc. If I miss something I will listen to it again or go back to the computer to see what I missed. Also, looking at graphs on my iPhone was difficult.
Quite a learning process. Very well written.
Very good CE courses
Boom! Victory on the first try! Thx WEBCE
Excellent choice for CE requirements! I will continue to use WebCE in the future just as I have for many years in the past!
Too many questions given the content.
Really enjoyed this one! It kept my interest throughout.
Thank you for outstanding offering and administering of continuing education requirements for NYS license renewal in particular.
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.
Thank you
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.
I liked the audio which assisted in the comprehension and retention of the material.
It was a very interesting tax topic.
Stop asking me questions
I learned a lot This is must take course for any CFP -given all the recent changes to the tax code
Exam question need clarification on what is considered a "business entity"
Great job.
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.
great course, succinct, and easy to understand
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
I believe that the WebCE offerings are the best CE tools I have experienced. The comprehensive data, clear language, and organization is excellent. The PDF study guides are also great reference booklets for for m y desk. Well done.
Nothing, your the best.
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 upthe good work.
The interaction between cfp and insurance courses could be clearer
Some of the charts had very small printing and it was hard to see. I tried to enlarge them but I could not.
Keep up the great work!
Nice to keep up with the changing rules since they can get confusing even for veterans of the industry.
Excellent material. Having worked in retirement rollovers for over twenty-five years, I still learned a few new things in the course and had others refreshed.