NLP is considered pseudoscience by most of the psychology profession & I wasn't persuaded otherwise by the content. I'm not convinced SMART is a helpful framework for goalsetting. Discussion of ethics was solid but techniques were too cute in my view.

This was a very informative course. One of your best.

Enjoyed class

I think it was great!

Spell check/ word spacing needs to be fixed in several spots throughout the course.

I enjoyed learning how to ethically work with Seniors when presenting products

Seriously out of date in omitting online Zoom/Team meetings that allow some but not all of F2F meeting advantages, and also offer other advantages over phone calls & email.. Those are now maybe 50% of my practice. They blend advantages & disadvantages of the phone & face to face meetings, and should be addressed as an important contemporary meeting type.

survey is too long. I won't fall for this again

There's way too much information presented here to be one course. By the time it ended, it was difficult to remeber all the concepts, content, and material. It would be best to divide this course into 4 or 5 courses with deeper dives. As is, I believe to be worth a lot more than just 4 credit hours.

This was a surprisingly informative, interesting, and effective course. I was impressed by the quality of the content and really enjoyed the course. This was CE that you can learn from and put to use in your life and professional practice.

great info and presentation, and interesting

Some of the questions and their answers were not very clear or the grammar was not correct and did not make sense. There were also some missing words in a few of the questions.

Way too long.

While the material was very good, and I appreciate that it can read it to you, his course was way too long. This shuld be greatly shortened andI would not recommend it to any collegues.

Great course!!!

I am 67 and I found it to be informative/

There were sections that referred you to an exhibit or chart where there wasn't one

Read it to me audio very helpful.

Length of the course did not allow me to finish in one sitting so when I resume I had to refresh my past lessons - knowing how our retention span is.

Decided to read it myself instead of having it read but could not find that option so I just had to pause the audio.

very good

Great content; easy to understand and embrace professionally and personally. Thank you.

Very very long course. Effective content, but slow to get through. Thank you

i did not like the fill in teh blank, etc. on this

Great course and will be very useful for working with my senior clients.

there are to many test questions. How about 20?

This one course I found to be extremely annoying. If I had answered each of the handwritten questions it would have taken me hours. For 1 hour CE, this was over the top. The information was valuable, but I found I was less attentive by the way the material was set up. I took this course once before. It is valuable but please change it. Remove the handwritten part and use the time to focus on giving the ideas to us in a useable format. Thanks!

Great!!

I felt like some of the course material did not fit with the objectives and became more subjective in certain terms.

This course provided a lot of insight and helpful information about communication. I was a physical therapist for 32 years, primarily with seniors, but the information in this course was beneficial and very comprehensive.

A very good topic. I learned of several 'shortcoming' I have.

Great course, learned a ton that I'll be able to use personally & professionally right away.

Great content and great site. I'm able to get all the CE I need for multiple licenses.

This course presented thought provoking and practical approaches for managing client relationships. I'm taking away helpful and actionable information.

the topic was a ridiculous psychological game of making up definitions to fill up class time. there was a tad of interesting information about reading ones eyes and visual signals - the rest was pretty weird, Most good advisors naturally pay attention to all these factors

I enjoy WebCE. However, this material went way too deep on the psychology of ethical behavior (Psycho-babble), team building, etc. Instead, focusing solely on the key concepts. Know your audience.

I turned off the audio this time and just read the material myself.

I loved it that this course did not force me to watch videos. I read quickly and I've practiced these techniques for 30 years. The content was excellent and a pleasure to review. It would also have been excellent if I'd never seen the material before. I will recommend this course to others.

This content is very practical and valuable, and I appreciated the course information. There were a number of typos in the written course which should be corrected. It is not easy to do a quick look back at a previous section as I have to scroll to the bottom to hit the "go back" button. There should be toggles at the top of each page to make the back and forth review of content easier. Otherwise, I really like the course and its content.

Kudos to WebCE for creating CE content that is relevant and interesting and providing exams that are accurate to the coursework. Nicely done!

Interesting material, too much information packed into 5 hrs ethics

Again, WebCE has been my go-to-site for all my Continuing Education courses.

This was not only an ethics course, but went deeper into sales professionalism, communication and learning styles. I think all professionals should take this course, or read the books from whence the information came.

This was a difficult test because the material can be somewhat subjective. I went through it a few times to ensure I had a good understanding of the material. It is the nature of this type of test... but it was challenging.

The content was very interesting and presented thoroughly. The read aloud audio mispronounced or emphasized words in an odd way, so that was a little distracting

Thank You for the opportunity to continue my education in this format.

Thank You for the opportunity to continue my education in this format.

The course has quite a few grammatical, spelling and spacing errors. This is specifically seen in the section about you and the Senior being a group of two.

Great course and support by the WebCE staff in signing up for this course.

This was very accessible to me as a nonvisual learner, using speech output and Braille only.

It is very cumbersome finding the correct course for the correct recertification! Furthermore, I wasn't aware that the entire course had to be electronically processed to allow for the test. I had printed everything out and read it!

All good.

This course was waytoo long for the number of credit hours. A great deal was not pertinent to the subject. The pertinent parts were good.

your questions are tricky LOL

I thought the training was thorough and well-organized. Your phone staff was very helpful in trying to sign me up for classes that would satisfy different licenses and professional designations.

This was a fantastic class! While it was focused on seniors, I feel the content will help me communicate better with all ages.

Other CE classes I have taken have been organized to just feed me the information. I enjoyed the more interactive aspects of this and found the topic well explained.

Thank you

Thanks Again!

I liked the examples along with the instructional material. It helped to learn and then apply what I had learned.

I wasn't sure I would learn anything new, but I was mistaken! Thank you for this topic!

This may be the best course on ethics I have ever taken. Excellent material.

Very irrelevant to my personal roles; For example I don't have any retail clients nor any senior clients

It was ok.

i don't appreciate the added cost of filing fees with the state.

Good website and great CE topic

Thank you!

I use WebCE EVERY year!!

The self-reflection and application included in this course was nice.

Add a feature that will not allow me to take the same course again if it will not count for CE credit. It wastes time to have courses suggested to meet a requirement that are not eligible.

Didn't like so many on my own sheets to complete. Liked the scenarios, which help in understanding the core information.

I liked the new way of some of the instruction, tables to pause and review, asking questions to think about!, the interactive,.

Reading is helpful

many questions poorly written; content was more suited for a psychology student

I really appreciate the way the material was written and the thoughtful and non-tricky way exam questions were presented. I think a 97% on my exam shows your job was well done!

All Good.

The AI generated voice is annoying and silly. He 'reads' empty lines as 'underscore' and 'reads' the long 'small print' used as sources. Mechanical. I had challenges controlling the stop/start of the reading. I've loved this training company but now it is over-automated.

I have been a customer for several years and will continue to use this company for all my continuing education courses!

WEBCE is much easier to use than other programs!

In one section eye contact was noted as disrespect in other cultures, but later in the course you stated eye contact was a helpful tool.

using values to communicate with seniors was excellent setting forth how to evaluate clients how to create meeting atgenda etc

this course was very excellent!

I have been in the in dustry for 40 years and wish I took this course sooner than now, it was great

This was spposed to be an ethics course. I understand that ethical communication is key. However, communication theory seemed to be the main emphasis of the course.

course seemed to have more to do w/ presenting/meetings than ethics,/ seniors

Learned a lot

The sample questions at the end of each section were very good and reinforced the learning from the subject material. I wasn't sure about the inclusion of the Section 9 Appendix portion of the course.

Absolutely, absolutely the BEST content I've seen on communication with seniors. My husband and I have a communication ministry (Preaching Coach/Communication Coach) and I am excited to share this information with him and then...to his clients/students. Clear, concise and actionable. Wow!

great review! very thorough

Very good content

Much of the content presented was referenced from material written in the early to mid 90's. It's 2024. I hope that new research and information would be available in an ever-changing environment.

The auto-play option didn't work well. When one page was finished it did not automatically go on to the next page. Also, I suggest a reading voice that is more expressive. The current one is difficult to listen to because it sounds like a robot.

Excellent material. Interesting and thought provoking.

NLP is non-universal as a communication methodology. The basis of its theory is in stimulus-response as opposed to genuine establishment of rapport through sincere establishing of reality. It accidentally accomplishes what would be organically accomplished by understanding the basic laws of communication. NLP is also weird and inefficient. I understand the point, but perhaps you can find some better content?

The time to take the courses exceeded the credit allowed by a significant margin.

There is much-outdated information related to communication and the studies used. A lot has changed since 1997, 2004, and 2005. The information is 20 years old.

great content for all communications with all folks!

have always use WEB CE and now exclusively use WEB CE when I need required credits not provided by other means.

The read along audio constantly stopped for tables and wasn't great at interpreting the questions in exercises. It made listening a little awkward.

I love your training and use it exclusively. Thank you.

You're probably aware that the section on conference calls is outdated. There are still challenges with online visual meetings that are important to address in the course.

much of the content of this course was on topics not related to ethical conduct in the securities business. matters such as conducting a meeting with other professionals, agenda, etc. come to mind. some content is contradictory or inconsistent. You do not provide any mechanism for feedback as to these issues relating to your content. IF YOU CARE to receive constructive feedback, you should number pages and provide a very visible means for one to provide that.

Offer more or variable playback speeds for the audio.

After 30 years of being in the insurance industry dealing with clients of all ages, this course felt like I was being preached to about how to conduct business with older clients. It bordered on insulting.

I like the bold font of the questions, and the short phased questions.

Great content. I hope to be able to continue to access the content.

Great content. I hope to be able to continue to access the content.

This content was EXTREMELY dated and not pertinent in today’s modern world.

This course refers often to NLP, which is not supported by strong scientific evidence.

I was happy your customer service rep was available for me to ask questions on how to complete the exam.

There are a few places in the text where spacing is not accurate. That was a small inconvenience in this really wonderful course. Thank you for all the great information.

This course is wordy, not on point and makes you spend too much time in the matter. This is not a a test for a counselors.

It was an excellent experience all around.

Maybe update the "depression" and "Gone with the Wind" examples?

Sorry to be blunt, but it was way too freakin' long! Maybe we needed all that content but it didn't keep my attention very well. I don't know what other courses or companies to compare it to, but maybe breaking it up differently could help. It almost put me to sleep. A lot of this is common sense & you'd have to be very unethical to not score well on these exams & to do right for your clients. But all in all, thanks for being there to help. Merry Christmas!

Lots of good examples

Used this program for years and really enjoy its ease.

Love using WebCE every year. Great content and very easy to navigate.

There was a LOT of material in this course. I questioned whether any of it could be streamlined. Even so, the material was helpful.

It would be nice if a person could print out the exam so it would be easily handy when doing the course.

There was a LOT of material in this course. I questioned whether any of it could be streamlined. Even so, the material was helpful.

enjoyed the NLP info

First time having to deal with the new IAR CE requirement for CA. This course was excruciatingly long for 2 credit hours. For that reason, I will likely look at other providers for completing this requirement next year. For the time required to complete, it seems like it should have been worth 4-6 hours of credit.

This was one of the most helpful and applicable classes I have taken in a long time.

This particular module seemed overly involved. The 'Effective and Ethical Communication with Seniors' went a little too far down the rabbit hole to the level that a mental health professional or psychologist would explore. While there are some key take aways here, I doubt that most financial advisors will remember most of the terminology used here.

Excellent course.

Chapter 2 & 3 were valuable; the rest was honestly a waste of time. Also, the audio was so bad - the "under score, under score, under score" was comical.

Really excellent course content.

I was surprised by the interesting psychological content in this course compared to more dry ethics courses in the past.

The percentage of completion should vary with the time length of the segment so you have a more accurate picture of where you are

I believe the course was much to detailed for continuing education. There was too much interactive work that was impossible for me to take advantage of. I would rather have this course in a format where it could be used in a follow up process that would actually be beneficial for my financial practice. Too in depth and too detailed for simply satisfying continuing education requirements.

way too long

Thank You for expanding my knowledge in this area.

Very good materials, but needs to be updated.

on a course as long as this one, consider having the exam done in 2 or 3 phases along the way instead one exam at the end.

This course had too much content detail in it. I thought it was somewhat overdone for the points that we were being emphasized. I scored a 100% on exam despite the details within the course feeling overwhelming at times.

For this particular course,, while it was very comprehensive, frankly it contained too much information. It would been more effective broken up into, perhaps two courses or maybe even three. My objective was not to secure a masters degree in applied psychology or gerontology.

I love your CE, and I recommend you to everyone for a great value in productive CE. However, I wasn't impressed by this particular course. I work with seniors a lot, and much of what's presented here was awesome. Things like group forming, storming, etc., seem non-relevant. I understand the connection, but it's not helpful for working with seniors.

the only odd part about the autoplay was when it would read out "underscore, underscore..." while going over the exercises within each chapter. The diagrams that helped breakdown the NLP was very helpful.

it will be better to make the course shorter. Too much information.

It reminded me of '1970ish' psycho-babble that was coerced into Senior Ethics. But, I did get a few gems from this.

Who makes these ridiculous tests?

Your phone rep was hugely helpful getting me established in this material

I could not find the required IRR CE and had to email WebCE but they were helpful. I wish there were more videos in the course.

The ease of access and focus of the important factors is working with clients

As usual I over prepared. The questions I missed were a result of that.

Given most advisors now utilize video meetings with their senior clients and family, perhaps the conference call materials should be updated to suggest methods for holding effective digital gatherings too. Thank you.

It took me 5.5 hours to complete this 3.5 hour program.

This exam was unnecessarily difficult. Many questions had multiple answers that could have been correct

Excellent all around

This was an outstanding course, very interesting and useful. I enjoyed it! Thank you!

good stuff, loved your relational aspect and focus on personal ethics, and NLP!!

Loved having the audio read the text to me and that we could speed up the audio. There were a few sections of illustrations that were not audio and I think that would have helped me if it was all audio.

Really enjoyed some of the case study/storytelling in this module.

Very informative. Great course

Most of the examples used don't appear to fit with the role of a Registered Investment Advisor.

Support by phone to get started was outstandoing

Thank you.

The course could be more brief and concise.

This course coupled great ethical training with real-life practice management and communication skills. Well done.

Thank you.

cost of exams high

Lots of good information.

very informative and well presented

I love the search function in the course material that mimics a search in a pdf file.

All good

I liked the information on goals and NLP, though some of the information on group meetings was not instructive or confusing.

This course, though excellent, could use a refresh. Footnotes are dated.

This question had a typo: You notice your senior client is not in hurry to conduct business. You suspect she is experiencing the verbal behavior called "lack of urgency." How can you effectively communicate with her? Should be "not in a hurry"

This was actually very relevant and useful information. Even though I've been in the business for 44 years, I learned a lot,and will continue to reference the study guide.

Understanding the concepts in important. Memorizing names for everything is a waist of time. A year from now I will remember the concepts, I won't remember any of the names.

all good

This course is rudimentary and duplicative. FINRA should accept CE for similar FPA, NAPFA and/or Fi360 ethics courses. This course should not be required by fiduciary advisors who are not salespeople like insurance brokers, etc.

This Ethics course was very drawn out and tough to get through. There has got to be a better way.

great info! loved it very much

good course, very interesting

Some of the material seems dated, i.e. references to the aughts and scenarios with conference calls when, in 2024, Zoom calls would be more likely.

How to do Conference calls??? Really????? It's been more than 10 years since I've done a conference call. No Zoom Calls, etc...????

Enjoyed the content and the evaluation exam.

this was my favorite course out of all the ones I've taken with WebCE

Thank you for including the opportunity to review incorrect answers at the end of the exam, very helpful.

I wish the course were more succinct and efficient. It is a little drawn out.

All Positive

The content is very dated. Using 1990's material consistently when we are 30 years past that time seems like is could be updated and improved, especially for your younger audience.

I appreciated the application of the information to our business and the associated materials

Much too long for a single sitting. Suggrst breakingit up

This is one of the best CE courses I have ever taken. Thank you!

THANK YOU!

This is such important training to be able to assist our clients. If we cannot explain things in a way that our clients can understand us or hear our clients better, We will not be able to assist our clients plan for their futures.

too long, too much psycho babble

Certain chapters/sections did not need to go into quite all the detail that they did.

Thank you!

Course material was long; however, very informative with instruction on working with all clients, not just seniors - including effective communication with family and friends.

This course provided developmental and psychologically based content that was new to me and was actually quite interesting!

Very Educational!

Way too long. Give us the facts. Move on.

very insightful , beyond regulatory aspects but effectively assessing and communicating

enjoyed the case studies ..makes things real...

It was very wordy. Some sections were repetitive and others hard to understand what was being illustrated. It didn't flow right.

Thank you

I really liked this course. A lot of the CE material and exams that I take every year is the same information, but maybe just presented in a different order or slightly different way. There were concepts in this course that I have never seen before. That definitely kept my interest over old material. Each of the chapters in this course were important in conducting ethical business and how to best deal with certain situations. The search feature in the review course material at the end could use a way to easily jump to the highlighted text rather than just making me scroll through the entire course to find material in one of the later chapters. I'm sure there is a way to incorporate this into the website like you can scroll and Adobe Reader document with Ctrl+F.

Being a Financial Adviser for many years, the course Followed the "Do the right thing'" and "The Golden Rule" the President of A.G. Edwards, Ben Edwards, my first Company to work for, told us Advisers many years ago. Thanks, Charley Hewes

It was a very interesting and informative course, but it seemed only partially related to what I do professionally.

As the years go by, I'm really happy with the evolution of these courses - away from the old "this code/reg says...?" to "what would mary do" (PRACTICAL and REAL-LIFE situations) :-)

There were a few spacing issues where words weren't separated by a space and sometimes didn't have a space after the end of a sentence.

This particular course was far too long for just a portion of the IAR CE required. It could have been more focused on fewer topics.

One of the best CE courses I have ever taken. Content was excellent, almost overwhelming but necessary.

WELL DONE!

The only thing I didn't like is some of the wording, felt like it might be trying to trick you, or lead you. On some of the questions I felt like if it was worded different I would have gotten 100%. Other than that, it was great CE, highly recommend.

Just way too long. Way more than 3.5 hours

only complaint is the content is too much. Can learn this without all the fluff.

I tend to answer surveys down the middle not bad and not great

Some questions ambiguous, but lots of common sense and people skills help.

Powerpoint style is sometimes more effective in my opinion. But otherwise good/interesting content.

can I control the speed of the audio... 1.25 1.5 1.75 and 2x would be awesome

The audio in reading the content to me was "in" and "out" and a distraction so I ended up turning this feature off and just reading the material. The tables were very good and the exercises well thought out.

Thank you

I actually learned some new information. Much was also a review which is helpful.

the extra info on effective communication was very detailed and real world helpful. Thank you

This course was too long with too much information for the topic. I was 3 hours and 40 minutes in had only completed chapter 6. This course should be divided into 2 courses. 1. Ethical Understanding and Treatment of Seniors and 2. Communicating with Seniors for 2 CEs each.

I believe this was a 3 or 3 1/2 HR course. It took over 5 hours with a combination of listening, reading and skipping. I finally just gave up in Lesson 7 and took the test. It was a very good review but far too much info for most people to absorb at 1 time

It was wonderful to actually learn something of relevance and be able to implement that learning immediately.

I found chapter 8 extremely helpful. Particularly "the value of planning for meetings". I hope to use some of this information in my practice... As much as I can recall. Thank you!

they met the need and had a clear method to enroll. Also knew what courses I needed.

Great content and I feel more prepared to understand and be more sensitive to the emotional needs of my senior clients.

It is almost incomprehensible and unrealistic how a great deal of this material was. This must have been written by somebody who has never been in the business.

Content was interesting but seemed very dated -- would appreciate additions that are more current to supplement what's here.

good coursework

Course was very informative, albeit took a longtime to digest. Probably the hardest test I have taken within the webce catalogue. The portion on eye movements was not really necessary. Time that all states adopt the course.

I really like WebCE-easy to use and a lot great variety of courses. I hope in the future, there are courses specifically for professionals who have the CRC certification.

Long time to complete, i would prefer one hour units that we can do in shorter time slots

Chatbot narrators are never ideal

Thanks for including NLP. I'm a Master Practitioner and have used it for nearly 30 years.

The course seemed to take longer than the credits it is for. It took longer than 3.5 hours to complete.

Some of the information is dated. Video calls/meetings are common now and should be addressed, etc.

This course is suitable for someone managing an assisted living facility.

This was a very long review.

One of the best i've experienced in my 44 years in the industury

Maybe a bit updated......I.e. Zoom calls.

So boring!!

Normally, I have a tendency to just want to get through the material because it is necessary. With this course, I found myself actually entralled with the material and its usefulness. I will be using it daily not only for seniors but for all my clients.

I wrote down some of the book titles for future reference, which means I thought the course was very good!

Excellent and informative course

After nearly 40 years in the business I thought I knew it all. I learned a lot.

thanks!

VERY INFORMATIVE AND ENTERTAINING. NOT BORING!!

For the Seven Tips for Improving Non-verbal Communication, only 6 were listed. Otherwise course was very clear.

The course was too, too, too long. The investment of my time was too high a price to pay for the delivered insights, knowledge and wisdom.

There was so much of this course that I fail to understand how it applies to a FINRA ethics requirement. Most of this course was exclusively about communication.

Read-it-to-me audio was a contributing factor, particularly with the choice of reading speeds. The only minor negative at this stage of the technology are the sometimes incoherent tones and pauses (or lack thereof) of the electronic reader. However, having both the audio and the text practically eliminates this minor objection. Another minor technical disruptive was mainly my own inability (the first few times) to get back to the point in the chapter where I left, after saving and exiting. Instead, I often landed at the beginning of the chapter, instead of at the point of departure. These are two minor points, meant as constructive criticism. Overall the course doesn't get an A+, but definitely gets an A in my opinion. Thank you.

The quality of material was excellent, however, this course was extremely long and detailed. Far too long for a CE course. It would make a great phycheology/sociology course for a college. Obviously a professor wrote it. Very informative....waaaaay too long.

Instructions were clear and to the point. Course was easy to navigate.

the read it to me audio could be better, it is obviously computer generated

The materials in this course were way,way,way too long. I feel the main points could have been conveyed in a more brief and concise manner. Make the reading shorter.

I am blind, so I rely on a screen reader. Too often I had torestart the questions. There was very little common sense or ease of use.

extremely satisfied with the course

I missed 4 questions. Upon my review I did answer 3 questions correctly but some how the answer was marked differently as if the cursor was moved after I marked it. The one I did miss I was incorrect. I did pass but I would have gotten a higher score.

Would like to have like a note pad that could be pulled up and used compiling your notes as you move through

Thank you

Good course.

This has nothing to do with Ethics nor aspects to financial planning or being a financial representative. Can it be helpful, sure, however the fact this costs money toward anything is insane.

Much of the content doesn't apply to my practice. Especially troubling is no financial planner I know finds a care at home or long term care provider for clients.

CE is not effective. Regulators require this, thinking it will improve the quality of financial professional services. It won't. It's a distraction. The best CE courses will minimize this disruption by making the courses as quick to complete as possible. This took too long in my opinion. I learned absolutely nothing new, as expected.

This course was ridiculously long and immersed in many technical terms that did not facilitate any retained learning. I could have taken the exam & gotten 100% without the coursework. A waste of my time

Need to go back and read the chapters I had errors in

The content for the CEUs was fascinating. I appreciate the phases of change, ending/neutral zone/beginning - and I think that will help a good deal.

This was actually useful content that can improve my performance. Not just a box to check to satisfy my CE requirements as I have often seen before.

I did not like the stop the audio...but the stop button was 'hidden' in the upper corner. I was not able to stop it before it continued the audio after the 'box' or other information.

Real life examples, good and bad, always help me, personally. Thank You!!

seemed to be a bit long

The course material was too long and detailed for the questioned asked in the test. The test was appropriate, the course content was a bit extra for a CE requirement. I studied/read for way longer than the 3.5 hours and then got a 97% on the test with barely needing the course because it was common sense.

Too much focus on insurance professionals.

Good material. Keeping a file on communication.

thanks!

really interesting content in this one!

underlying all the material/questions seemed to be marketing and sales objectives rather than promoting and protecting client needs

adding video would be great

One of the best CE courses, I have ever taken! think there is an extra 'a' in text near the end.

very confusing answers, not necessarily always the most ethical answer

The course was extremely long and was a reiteration of common knowledge. The eye movement part was new and interesting but i would suggest very few people would be able to read someone's eye movements without losing their thought processes

I thought there was to much material in this course and it dragged on and was quite boring. Lots of good material but it dragged on.

Course assumes everyone sells LTC insurance to seniors. Increasingly NOT the case. Waste of time on how to hold a meeting. People don't have time for 1.5 hour meetings or pre-meetings. No mention of Zoom. Not very current or relevant.

This was basically opinions, and could have been much shorter.

boring and way way way to loooooonnnnnggggg

The summary section is not effective. Some information can be stated shorter.

information on setting meetings was overly complicated

This has been the best CE Course I've ever taken! I learned something new.

This course provided new and relevant information. Significantly different from most of the CE courses I have taken over many years that seem to repeat prior course material.

Unlikely to order again because I am retiring next year. Loved the retirement discussions

Very professional.

Find a way to keep the audio reader from reading everything.. It is reading captions and "underscores" and is distracting when trying to follow the material.

Unlike any other CE I’ve used - this course for me - is a course I have truly learned from and I see my using what I’ve gained, immediately. Truly unique in its depth of content and conceptual purpose. Well done. WebCE has - with this course - differentiated itself beautifully.

it was my first time using your course and I do not have any comments at this time. I also have an IRS Enrolled Agent license and will also be taking some CE for that

Good Study help & TEST

The material is very lengthy.

Thank you.

ok on all

Excellent course on Communication properly

Very Thorough and useful

None at this time.

use video examples of the interactions

I have done my last 4 yrs of CE via WebCE, your courses are good. On this course, which is rated 3.5 Hrs of CE Credit, it took me a good 5-6 hours to read through the material, and I know this stuff pretty well after 40 years in the business. I would have thought this level would have provided 5 hrs of CE credit because there is a LOT of material in this course. And since I always like to actually learn from my courses, it took me much longer than I anticipated. Just my 2 cents worth. Also, this course is for my FINRA/SASAA annual Regulatory requirement. There was a fair amount of material that related to insurance related products and sales practices, and it would sure be nice to receive Life Insurance CE credits for this course. Thank you. Earl Robinson

I absolutely loved this topic and the format. I believe this will improve my communication skills and my relationship with clients and prospects. I wish there was a handout for this topic. Excellent!!

Too Long

This course was truly interesting! The material was well-written and broadly sourced. I really felt like I was getting a distillation of knowledge from a number of different professional fields to help me understand relationships, group dynamics, and the development issues seniors face.

Excellent Courses

I enjoyed the training and it was logicaal.

Very interesting approach and information for dealing with seniors. Enjoyed this course.

Topic felt relevant for my career field.

It's celar this is AI-driven with the read-it-to-me audio. It's also annoying that the voice reads the dashes/lines/page breaks and it says out loud "underline" ( I think that's the word I rememeber it saying). And is there really a need to verbalize the footnotes - no.

Thanks!

Be more objective on ethics rather than having a bias about approach.

Thank you,

thank you

Hello, Would like to let you know on 7.2 Group Development of Second Sentence after comma, "you areconducting a meeting" need Space after "are". And after the Period mark there was No Space for next word.

A little redundant at times.

Thank you.good program

sufficient and ease of use.

course material too long

Loved the NLP Section.

for the sake of utalizing these skills in the real workplace setting . please do your best to recreate real life scenarios that can actually be applied. it is very hard to apply these concepts when the examples in the CE are not as detailed specific or relevant to real world scenarios

Practical, useful information.

Great work!

This course needs to be cut into 2, it is very long............

this was more of a training class than ce

I had a little problem logging back in to resume where i left off

This training was a bit more repetitive - liked the examples provided.

Liked the audio part, but the course was too long for one sitting.

App[licable information that I can apply to my business.

The information was Excellent--Helped me to put together a presentation for youth that I mentor. Loved all the professional information supplied by Mark Putnam-- Liked learning about SMART- difference between ethics and compliance, NLP, and eye movement--was great--!

The percentage progress bar is so much nicer than the timer.

I found the course interesting and helpful as a communications course. But on the level of detail covered (e.g., eye movement) not sure I understand the relevance to CE requirements. But did learn some good things.

Blessings on your day.

great course

The voice reading was terrible. Try a male/female option and pace adjuster option.

There was a lot of great information and exercises and worksheets in this, it is however a bit challenging to pull them out of the environment format.

I found this exercise to be helpful and learned a lot from the material.

could be more concise

The questions can be very hard to understand. It took me a while to really understand what you were asking me...

This information seemed subjective most of the time and many of these questions and topics were very hard to comprehend and not practical for my work environment.

Questions and answers were very subjective.

It took longer to complete than I would've expected.

All good

Good content, but it was a lot of reading. I tried having the material read to me, but I found the voice distracting, which made it not an appealing option. I loved having actual examples of how an Advisor might word things under various circumstances. And as a side note: Under the section "Getting Rid of Greed: Choosing Principle over Profit" there is a reference to the Greek philosopher Epicurus. I believe the quote should be credited to Epictus.

This was one of the better courses I have taken. Chapter reviews could be improved for note taking purposes.

materials on aging clients didn't cover any situations involving an aging client with no real family or trusted support individuals in their lives to assist in framing important eldercare or LTC insurance decisions and what to do under those circumstances.

Great job. Increased my knowledge considerably.

Very subjective and irrelevant

I liked the information

This exercise is not what a RIA does to its full degree. It is mostly geared to an insurance agent. I am a RIA.

Well crafted course and has good takeaways for immediate application in the field

I must admit, you do not need to do this much work for a series 7 annually. Most states do not even require this. I think it is a bit much. The content was good and the materials were delivered well.

I'm not sure that presentation styles, facial expressions, and changing aren't more sales training that senior ethics. Interesting though.

I also learned more about different ways to help clients through identifying their behaviors in more detail. Thank you.

good job

I did not mean to select b. as the answer for question 25!

The course took longer than quoted, the amount of hours listed is not a good representation of the class. Good content, good class, just longer than quoted so it feels like a misrepresentation.

This course had a lot of "fill in the blanks," which isn't helpful when it's online learning. Feels antiquated.

Kaplan was a joke. You are my new provider!

thanks.

This was a timely subject. As a senior in the industry it really brought home how to talk to us! I felt the ability to go over in depth topics very important.

Thank you

overall very good.

It was too long and repetitive. Also, if the NLP information was just an appendix and the NLP questions ere NA on the exam, why put them on the exam?

Course is way to long for the stated subject. It also felt like an "in person" class with an instructor and workbook were needed as it was presented. I even looked to see if I pushed the wrong button when choosing the format.

It was ridiculously time consuming.

I am 83. I could relate to this course, which I found very intelligently presented.

This course needs reworked, information is a bit off ie reading eye movement. Question about a person growing up in the depression - frankly they would be dead by now.

Thank you. clear and succinct.

This particular course had tons of worthless material in my opinion. Particularly the last couple of chapters,

Courses like these should be put together by people in the industry the information is expected to reach. This was more sales than ethics. Much of it is outdated post Covid by the way we communicate now.

A little long to listen too I wish there was a way to break it into two parts to be able to complete at least one portion a day

This learning module was excellent. One of the best I've ever done. I'll definitely use these tools and techniques in my practice. Thank you!

i liked that it gave me some new awareness and tools to use. i didn't like that some sections were longa and dragged out to get to the point

Audio was greatly appreciated and a fantastic enhancement over courses that I have taken in the past bout would be far more engaging if it was read by an actual person as opposed to a monotone, AI-generated computer voice.

Material far too complicated.

I don't need to be taught the Phycologist version of ethics.

Ease of use and efficiency of time

Material is tooo LOONG. can be bit more concise

I only saw reading material and no videos. For Tactile learners it is difficult to get everything needed from reading only

The use of "elderly" comes with connotations of weakness and frailty as opposed to age. Better way would be "a seventy year old male" not all 70 year olds are elderly or have failing health as the word implies.

There were a lot of questions for fill-in-the-blank. It would be helpful to put this in a format that can be filled out on screen and saved as a document.

The course is worth more than 3.5 hours of CE

This was irrelevant about dealing with seniors. Sections such as group formation are ridiculous.

I am not sure what this course had to do with my requirements for seniors and ethical practices. Way too difficult of a course.

all good

Course felt dated, using references from the 1990's

very good

The stop, save and go was the best feature, giving me flexibility to time the studies.

Thought it was excellent, learned a lot. Had excellent content on Communication and provided a structure to build upon. Also good reminders of stuff I thought I had forgot.

I was pleasantly surprised on how good the content was for this course. Well done!

Thank you!!!! : )

grateful

I am having trouble how most of this course relates to ethics...

Great information regarding communicating with not just seniors, but anyone. Identifying dominant style was interesting and the case study about the 3 people taking a hike with different dominant styles was intriguing. I enjoyed this course and a must read for everyone in communication skills.

Making the course available to be printed is extremely helpful. I was able to highlight and refer to the notes. There is a lot of information, so this was much appreciated!

I normally do not enjoy the content because it may be repetitive. This course actually taught me new skills I can use in my practice.

Was laid-out (explained) very well - even the more complex sub-topics NLP etc...great job on presentation!

This course can be shortened to 5 or 6 chapters.

I have used Web CE for ten years and serves my purpose.

The course was longer than I expected

Well-stated and comprehensive!

WEB CE well organized with focus on key teaching points. Wel done!

Content was good, but would benefit from some proof reading. There were several misspelled words and typos in the text.

This section is kind of long. Hard to finish in 1 sitting.

No improvements. It was not only informative, but it was also very enjoyable.

This course was way too long. While some of the content was interesting, broadly speaking the content has very little to do with being an investment advisor. This module has more to do with psychology versus the application of providing sound financial advice.

The content of this course is phenomenal. Great for understanding working with senior clients.

did not like the AI robotic voice

When taking the test in the past I recall seeing the chapter this question came from as well as a easier process to then review this prior to answering this question

Thanks!

Too academic and not reflective of the real world. I'm not taking this course to become a licensed counselor. Sounds like a non-industry professional wrote this.

A lot of content that is sometimes but rarely used in real life

My only regret is that I didn't take this course earlier in my career.

Numerous studies have shown that learning styles are not a real thing.

Excellent content, and great use of research from professionals, very good class...ty!!

Great content!

The 3.5 hour course i just took on ethics for seniors was one of the best ce courses i have taken. great course.

WEB CE is always the best & even their Customer Service Reps are super. thank you

this course was made way too technical. seriously.

This course was very long.

You should take a look at the content about Neurolinguistic Programming. I don't believe it is accurate given where the state of research on the topic currently is.

Overall the course was great. I'd appreciate more check point questions between each section.

I like being able to mute the audio and learn at my own pace.

A little too theoretical and philosophical for practical use in the industry.

This was the best training I have ever taken on Web CE!

I found that the 2nd question on this exam was not needed and felt directed towards a certain group of people. I was offended.

this was one of the best course content I have experienced

repetitive with lots of inappropriate material

Effective and Ethical Communication with Seniors was most excellent. Thank you so much.

This was interesting and I will use this information in the future to better my practice.

There is some paragraph editing needed for section 7.2

Course was very long and covered tremendous amount of material. Somewhat exhausting.

Just didn't feel that relevant. I understand communication needs is important, however, not 3.5 hours mandatory lecture. Felt this was geared towards insurance and retrofitted to financials. Test was difficult because the lecture breezed over questions nonchalantly.

Last years course left me hesitant to use WebCE again, but this course was very helpful and on point as we assist elder clients. Great job!! CR

I enjoyed the material presented for this 3.5hr topic. Very informative and actually quite practical.

Great layout. Thank you.

Storming, norming, forming, and performing?

You do a good job in presenting the course.

Good course. Helpful review of a lot of ehtical behavior. Only thing I would say is that the course could have been shortened.

Good information, content was interesting.

I thought the group development information was too much. I understand that 2 or more is a group, but the examples were really for a situation that does not come up that often and I thought the other information was much more effective.

my favorite course content so far

I enjoyed this so much i am going to use it as a coaching tool for my advisors. I also bought a book cited in this course on transitions. This was a great course!

The only issue I had was a lot of non fillable excercises

Thank you

Most of the courses on WebCe are informative for the professional and organized in a way that makes sense for recurring topics. I found this course to be filled with information that could have been condensed into shorter chapters or not valuable.

Most of the courses on WebCe are informative for the professional and organized in a way that makes sense for recurring topics. I found this course to be filled with information that could have been condensed into shorter chapters or not valuable.

Excellent course. The articulations re the experience of seniors was invaluable. I will use it in my practice. Thank you.

The course was too long

This content was exceptional! The quotes, the research, the lists, the application scenarios. Best cE course yet

It was good that it make me think hard about the questions. Then, to see if my answers showed I learned from what I read.

Great and informative course