the "pencil" videos were excellent. I did notice an error in one table in the content regarding age 62, 65, and 67 - the middle number on the chart repeated at 62 in error. but otherwise the content was excellent.
I could not get any of the interactive videos to play
This was NOT a 5 hour class. Probably 3, perhaps a 4 hour class at best.
Thank you very much.
Good use of materials and very well presented.
Easy to use, educational, tests are not asking trick questions which is nice.
This could be better if broken into 3 separate courses.
There were a few specific recommendations on dealing with older clients that were helpful but I was hoping for more direct advice. Possibly not a fault of the course but of all the uncertainties in dealing with cognitive impairment.
I learned a bunch. Thanks so much!
By taking my time and doing the entire course i was able to score a perfect 100% Thanks for your very comprehensive material on 401 k plans!
I would have loved a video to watch and learn more about this
This course had a ton of information. Some of the sections that were 11 minutes or 14 minutes, could you consider breaking those into shorter sections?
En spanish too! please
this course was way too long! Took hours to complete.
Thank you very much was a great refresher on elder care and latest developments
Part D information is not current. Made me question other information as to whether it was accurate.
It would be good to update the Medicare info to current year. Especially the Prescription Drug out of pocket amounts because they changed a lot starting with 2025.
Complicated material presented well.
The material and questions were of a much higher quality than I expected, and I expected a good quality.
Great...
Overall good.
I did read the entire course to pick up any new changes in the laws and programs. The exam did broadly cover most of the material and it was good to see it focus on concepts instead of minute details.
speaker could slow down his speech a little
Thanks!
Very smooth! Thank you!
A lot of information on 401(k)s that you don't need to know
The course was quite simple. I could have gone to the exam with little reading.
I would recommend a bolder font to make reading easier.
Thank U as always...Complete satifaction
learned several things in this course that I did not know before.
This is just a taste of what we are subjected to by the government- we need to voice our need to revamp the agenda for we are not getting what we have earned. The class is an eye opener and need to be more detail - how to read your own information and how to communicate with the SS office when one has to apply or seek information.
Your course makes a person Think.
Liked the audio option , really helped the learning process
RMD age was 72 in course content, but is 73 in real life year 2025.
I just like that after 16 years in the insurance industry, I can still rely on WebCE to be my go-to for continuing education. The low, bundled prices are always appreciated. Thank you!
Great service and easy to use
Always easy to understand and easy to navigate the website. The state reporting is quick as well.
I loved the Customer Service rep that I talked to who set up the courses for the multiple agencies that I needed to report to. Excellent! Thank you..
Most of the amounts related to Medicare premiums, coverage amounts, and particularly Part D were out of date....using 2024 levels rather than current 2025 levels.
The course had a heavy component on insurance product sales, which is not a customary business for investment advisor representatives. The course should be more focused on IARs, who are already under a fiduciary standard and not product salespeople.
Too long, it can be more concise!
There are a few annoying typos and syntax errors in the course that could be cleaned up. It reduced my enjoyment only slightly.
Very easy to understand a very complex topic!
Excellent course. Thank you!
Very good content. Thank you, Lucy
flow of material.
Would appreciate it if more of your examples had the female partner in a couple earning more than the male partner in a couple (which is what happens in my family).
A great experience
thank yiou
Thank you
great job. Especially the appeals charts
The CEs were fantastic.
Could add more scenarios about what to do if suspected fraud abuse/incapacity arises. Otherwise excellent materials
Computer generated spoken audio did not always match text.
No comments
keep up the good work!
Great Course. Final Exam too many questions.
The material in this course was far too repetitive.
Nice retirement refresher. Love the Medicare section.
The health insurance segments offer NO consideration of how to manage health care costs for retirees UNDER the age of 65. I think there are many strategies to consider to minimize taxes and health insurance premiums for early retirees that should be included.
I noticed a typo on page 1, "Introduction". In the 4th paragraph, Social Security was spelled as "Social Securchity". Typos bring into question the accuracy and quality of the course information provided.
More instructions on how IARs with discrection should do to manage their accounts going foward.
Excellent. Have used Webce for several years because of the process and instructions.
The timing of this was way to long. It does not take 8+ hours to read this and the fact you couldn't take the exam until you were in the website was frustrating. Just allow to take the exam once material is gone through.
please add more courses, we can not repeat the same courses annually for CE.
The exam needs to give an option to de-select a choice. I would have liked to do that so it comes up as an unanswered question. Once I clicked on an answer, I can't unclick it...I can only click on another answer.
Too many Final Exam Questions for the amount of hours that were earned for the completion of the course.
I did not keep track of which ones, but two of the review questions I answered said that I answered incorrectly when I chose the correct answer.
GOOD CLASS
I found some errors in the content. Example the years were not consistent in some of the content. In one course question the people were switched in the answer.
Very interesting material! Great class. Thank you!
Good content and educational opportunities.
More information than what I was expecting. Great stuff!
very nice job on this course!
Great job
On a technical note, employees are not subject to Federal unemployment tax (FUTA) and it only applies to and is paid by employers. As such, pre-tax deferrals to a traditional 401(k) plan are only subject to FICA (and to any other required employer deductions, i.e., health plan contributions).
the most difficult part is making sure that I have the IAR and CFP requirements met with any course that is taken
website is vague and confusing. I have wasted a lot of money and time and will be looking for an alternative.
The content is great in current form, honestly. There is no need to make it any more complicated.
Very on topic and informative.
Several of the interactive exercises were not functioning properly. Specifically: section 2.8, 3.6, 5.4 —these did not operate when clicked/touched. *using an apple iPad Pro
Great course! Thank you
Keep up the great work !
Woo hoo!!
Thank You
The only downside is the played audio. It is too robotic and could use the voice tone and pauses of a live person.
Excellent
I find WebCE courses are always very well structured and informative. The format is easy to get through.
great ce
This course seemed to take quite a bit longer than 2 hours to listen to the audio.
Very good.
Excellent course on 401ks
Excellent cpourse....one of the best I have seen.
Super course -- definitely would recommend
clearly presented information at the appropriate level of detail.
LOVE the read-to-me audio.
too time consuming
Great content and a very good refresher on the 401k plans
Great course, I really like webCE because how easy and good the training is!
I think it's mostly common sense, but it's nice to be reminded of what is right, and wrong.
Very Good.
Course materials are clear and easy to understand. I like the examples of situations the courses use.
Excellent content that is not part of the ordinary knowledge of a CFP(R), but something we all should be familiar.
Probably a little too much focus on examples that *aren't* the rule, and not enough on the rule itself.
I always choose Webce for my CE
The financial part of the course was very intimidating. Thank you for not it being a part of the final test!
Again, this review was extremely valuable. This is probably the best CE content I've ever used.
Very well prepared
The test was a bit too easy. I would have liked to have been challenged a bit more.
I have uitilize WEB CE for a number of years and recommend to others.
Keep up the good work !
very interesting and the explanations regarding the spousal benefits which are complex were easily understood
Thank you.
THANK YOU!
I really love the read-it-to-me audio.
Maybe I missed it but there was no feedback for the practice questions I don't know how I scored.
Excellent explanation of Social Security benefits! You made it very easy to understand!
This course very clearly explained the information and is a very practical course for anyone working with seniors.
good value for the money
webce is the best
I've heard that some unfortunate Advisors used another company to get their CE Classes and had issues getting to the CE classes, Information wasn't clear, etc. WebCE is great and I've been using them since the very beginning when I became and advisor in the last 22 yrs.
Easy to understand.
This was the best Social Security course I have taken. It presented the information that clients need in a clear fashion. Thanks!
TMI! Text was difficult.
A few of the questions I had to infer, and I do not remember reading in the guided reading modules.
Awesome
Should be 10 hour credit, not 6.
The robotic voice is just not acceptable.
Little videos were great. Hope you keep including them. Also, the updated info was a nice refresher with regards to recent laws. Thanks!
Very informative, except for IRA distributions, I would include information about Qualified Charitable Distributions.
The audio was the best feature... Info seemed relevant to my financial practice after 30+ years . Many old ce's spent time on non- important " test filler " info
More videos to explain concept - especially in the taxation
thank you
Wonderful system!
I noticed one error in the section on Key employees I believe. The example had the names of the employee and owner reversed.
always a good educational experience with Web CE
Love the programs and content!!
Very good product and system!!
This last course was a lot of stuff, but it reinforced some things, which was good, but it also taught me some things I did not know. SO that was appreciated. Thank you.
great work!
too many questions for the amount of CE credits.
It would be great to have 10 sec rewind/FF button for the read-aloud audio. There were numerous times in the Social Security course that I had to stop the audio and try to rewind to re-read/listen again to the audio on a concept.
good course
Very good
Thank you!
Just wish you had a choice for FPQP on the CE list
This course had a lot of information that was very helpful. However, it took an extremely long time to go through it all. I was not expecting that. An estimate of time at the beginning would be very helpful to the course taker.
I really liked this particular course, especially since I'm thinking about working part time ibn this field now that I'm retired-I thought there was a lot of really useful information in this course
It was a little 'dry' but I guess so is the content; I've been using WebCE for years & will continue to use in the future
The read along audio was very helpful and kept me focused on the information. The test questions were very fair and clear to understand.
Need to improve semantics in the exam. Wording used in tutorial did not match wording in test
I found this content easy and repetitive. How many questions need you ask about defined benefit plans for example to ensure an individual understands them? It would be nice if you provided a scale on the CE like beginner, intermediate and advanced content so I could actually select material I might learn from vs simply review. While review is important, more challenging content helps contribute towards mastery.
This course was loaded with content and I learned so much! I reviewed several times before taking the test. I appreciate that there were no ambiguous questions. They all pertained to material I read! Thank you!
Because I am a visual learner the videos were a big help.. I particularly like how detailed it was and the example after the detail.
Excelente
Often the wording was too much of a long explanation or too wordy. Some of the content was repeated too much, sometimes making it confusing at first.
The Read-To-Me Audio was horrible. I understand that it was AI and it wasn't a real person reading it. But that made the pronunciation and voice inflection, awful. You should have someone do the actual reading rather than a computer. Other than that, the format was great.
I have accumulated 175 hours of credits with WebCE prior to this course because of their exceptional course material and presentation!!!
TOUGH class! Social Security rules are as clear as muddy water.
the best! love the ability to reference the course in order to answer exam questions
This was super helpful in relationship to the job I do - thank you for this content
Thank you I learned real facts.
It would be great if we could get a human reader...and maybe slides or videos.
Nice that the information was very up-to-date.
This course was very good but challenging and thought provoking.
Good course
Quality of Content. Nothing to improve.
Clear and concise explanations around social security that are hard to find on their own.
Great process!
I plan to have my office assistant complete the course just for educational purposes.
Thank you WEBCE for another successful CE year!
Repetition and connection of material and exams made for good learning programs Programs were time consuming. Pretest could be helpful in focusing study and saving time.
Thank you for the blue color on the course. Restful!
The read it to me audio really helped me process the information as I was reading along with it. Very helpful for my easily distracted mind. I'm 51 and appreciated the extra help to learn.
I appreciate being able to get Ins, CFP and IAR credit!
I have enjoyed the recent CE courses I have taken for my CFP designation. They keep me up to date and I enjoy the format!
Helpful information on a difficult topic
This was the best social security course I've ever taken. I recently passed the CFP exam and studied social security heavily, yet I managed to learn some big and important take-aways from this course.
Great course from a great company
As a Medicare Agent...your content was spot on! Well done. Maybe you can do a training on SEP's? I would love that. Thank you Shelby C
More amazing content!
Great course, I learned lots of new things about elder abuse and what to look out for.
Thank yoyu
Another great option for the FPQP recertification.
WebCE is so easy to use. I would love if you had more variety in topics. After using it for years, many of the courses are similar to years past. I really like using WebCE for my credits.
Easy to navigate and use
I love using WebCE
A very full course with many areas of exploration - very broad content.
very thorough presentation
The writers of the content study material was always comparing it to other possibilities. Whis is the way to learn that sticks. Very, Very Good.
WEBCE makes it easier for me to fulfill my CE requirements.
Simple choices made
This material was very complicated. The use of abbreviations was too much and too many. Maybe next time have a few different people be part of the automatic reading because one voice gets monotonous, although was a good reader.
If a course qualifies for state CE requirement, make sure it goes there. Don't hide a little box that an advisor has to find and click or else he has to retake everything. Terrible customer service.
Good work
This course gave me a good understanding of Social Security without going into too much detail. It confirmed a lot of what I already knew and taught me some things I didn't know. I definitely recommend this to BOAs at Edward Jones.
The financial data should be updated from 2024 to 2025.
great course really made me think!
during my career served many older clients so highly interested in this topic. The course offered a new in depth look at the topic especially fraud//scammers, “ normal “ aging processes , & best practices.
Looking forward to completing my needed requirements for my CIMA designation from IWI with WebCE
one example mixes the hce with the nhce.
WebCe is my go to for all of my continuing education
This was a very good comprehensive course!
WebCE has been my go to for many years.
ACP and ADP were a bit confusing, example in section 4.5 was incorrect - betty and alice
course is very well written!
Review your information under RMDs; some of it is inconsistent/inaccurate (i.e., regarding Alice and Betty being the 5% owner, and the RMD being dependent on the earlier of age vs. actual retirement.
A very nice refresher course
So easy to read and the audio is helpful when my eyes got tired. I love everything about this program!
excellent product
I like WebCE and have used it for years, but I did have an issue with another course this year as the format would not load correctly perhaps due to browser restrictions. This course was fine however.
Difficult subject matter, hard to present clearly, but was relatively good considering the difficulty of the subject matter
I have been using WebCE for years and have recommended it to many co-workers for their ethics CE credits. Well done.
This was very informative and not necessarily information that is easy to find as an agent. Understanding the appeals process and how it works is an important piece of helping clients.
Reason age 65 was selected. In 1934 average life of a working man was 59 years. SS was set at 65 so we would not have to pay very much.
I am a visual and audio learner, WebCE meets all my needs and expectations regarding the completion of my CE. Thank you
Good Content
Great audio and written presentation.
When moving from one section to another a video would begin to play before the course material opened.
Very long section.
I liked that I was able to take the course at my own pace.
Great course. Thanks!
I like the course
thanks
THANK YOU
The way that everything was stated in the lessons was too complex, almost as if intentional for the sake of failing others. Lessons should be clear and concise, as well as comprehensible.
The cost and the fees were very high!
Good Content and very informative
Excellent Program for Learning required skill set
A few of the questions were a little unclear and did not line up with the content. Otherwise it was a great course! Thank you!
Hard time navigating to my courses.
Pretty Good content and the exam modeled after the content.
This was a great course. A lot of it was information that I already knew but I did learn a few things. I enjoy broadening my education so that I can better assist my clients.
All Good>
The financial amounts from 2022 or 2023 are out of date in this course. It needs to be updated to 2024 and 2025 now.
CFP catalog was difficult to find
No need for improvement
Probably not much you can do from your end, but there's a lag/buffering issure on a few occasions when using WebCE
I've never seen a course that goes beyond the basics of Medicare, this should be a prerequisite added for all agents! Great course!
Great job!
Re features that were relevant: No video was in this course
Course content is common sense and a waste of time, if you updated the content to make it actually useful that would be better!
I especially liked the audio reader
I prefer having the pdf available
The couirse are well- designed , thorough and clear. There was one video in the Social Security benefits section that needed to be revised to include more information regarding the spousal benefit. I called up and spoke to the representative about this and my suggestion for the revision. Great questions, videos and structure. Thank you.
good platform
Great work!
I BELIEVE I WILL CONTINUE TO IMPROVE MY ABILITY TO ASSIST MY CLIENTS AND MEET THEIR EXPECTATIONS USING THE TRAINING THAT I RECEIVE FOR MY CERTIFIED EDUCATION THROUGH WEBCE.
I found the video of examples very annoying. Just show me the example and lose all the animation.
Good to go for another two years. Thank you, WebCE.
Have used WebCE for years and plan to continue in the future.
All the material is very informative. However, the taxation I would like it to be explained in more depth and examples.
Biden signed the repeal of the GPO and WEP retro to 2024 so please adjust last section accordingly..Also, once the exam result appears...there is no prompt where to go..something like back to dashboard,take exam survey of print certificate should appear...
Defined benefit section should discuss cash balance plan designs not just traditional plans. Loan repayments to a 401(k) are not with after tax dollars. You are putting back the money you took out which was never taxed in the first place;this is a common stated fallacy. The distribution exemption for no replace ment defined contribution plan is only if the replacement plan exists within 12 months of the plan termination. 412(i) plans were changed to 412(e)(3) plans by PPA'06...
Very good instruction. Content was appropriate.
This course should be made into 2 courses.
This course was written in plain English, and was clear and concise. Soc Sec is a complex topic. I'm sure this module will be updated soon, to reflect recent changes in GPO and WEP passed by Congress in Dec 2024.
Error in the IRMAA table on page 124. 599 should be 559.
Did not update part time employee rule to reflect Secure 2.0; should have mentioned that most small plans rely on underlying volume submitter or prototype IRS specimen letter not seeking an FDL due to time and expense. Otherwise very good content...
Some of the courses material is longer than stated. For instance, the 4 hours courses are much longer; more like 6-7 hours.
I think this information will be helpful for our clients and for myself when I become eligible to collect Social Security.
User friendly, thank you.
I think this is a VERY important subject and should become mandatory
I learned alot of new things. Great course
course was too long- we are not rookies speaker was excellent
Annuities...tough but much needed refresher course.
Done!!!
Thank you, have used WebCE for many years.
More graphics or art would be nice with the examples. Not essential.
This was excellent and very through and I learned a lot
BEST course of the 3 I took. GREAT job with videos.
keep doing what you are doing
I really wish there was an easier way to either block my access to open book content or make the proctor requirement less burdensome for independent advisors working distant from populated office environments. I realize this is not a WebCE rule but it makes it more challenging when I review content late at night after work hours and then have to go locate a non-family, non-employee, non-partner 3rd party. I don't have easy access to this.
great content!
I loved the read it to me. Made the learning easy and complete.
The # of test questions are very high for the hours required.
very good
have been a customer for 15 years and always enjoy the services and the platform.
An email confirmation of course completion would be helpful.
I don't know why the videos are not working on my computer.
Good job on this course. You stayed out of politics and focused on the clients.
audio classes for busy people to hear it while driving or on the go.
Off the chain
Great course
very helpful
Excellent format and instructions.
I took two CE courses with Kaplan and took one 3-credit course with WebCE. I much prefer WebCE. I have already recommended WebCE to my work colleagues who also need IAR CE. Love the read-it-to-me audio!!!
Great Experience!
It would be useful in section 4.4 if you addressed how advisors or insurance reps who are working with clients for some period of time can get to the kind of "initial assessment" being recommended for folks new in the business. In short, how do we go back and get to the kinds of questions needing to be asked now, 20 years down the road?
The content provided by WebCe is outlined very well. I like studying courses that I don't know much about. I found them very informative and easy to understand.
very well done.
Maybe provide actual examples.
Again, well done. Eye opening.
Solid course, easy to navigate
Hi, this course was perfect time in my career which gave me a better understanding of 401K planning, educating, and setting up for my business clients/entrepreneurs. Thanks!
Excellent and very interesting
Challenging and good course. Some of the exam questions were tricky.
Content was laid out clear and easy to follow
What I particularly liked were the chapter overview, summary and practice tests.
The course has good materials and it would be very helpful for financial professionals to review it and advise their clients based on the materials in the course. However, the course could be shorter, it took a long time to complete.
Social Security Strategies is such an important topic for financial advisors. So many clients are depending on these benefits, and the rules are sometimes difficult to follow. Planning opportunities abound, so my investment in this class was well worth it!
The risks of increasing Elder Financial Exploitation are grave and deserve more advisor education. Please consider inclusion of commentary on the potential for Inappropriate Family Fiduciaries (IFFs) becoming empowered--as explained in the book, "Forgotten Faces: Family Caregiver Voices," by Dr. Robert Tiller
It appeared that the course was long for only five credits hours. Maybe more credit hours should be given to this course. Think about the time required to understand and learn the materials on the various subjects discuss in the course.
The course was very easy to follow-
The video presentations of the examples or further explanations play automatically when I advance the page making it annoying having to figure out how to turn it off and play at the appropriate time/part of the materials.
I have used WebCE for years and most of the time find that it does take longer than noted on the course time.
great courses easy to read and understand and really appreciated the questions after each segment of the material..
Very detailed curriculum, great videos and examples.
There is no information related to how to obtain a coupon to APPLY TOWARDS THE COURSE OF YOUR COURSES. THE COURSE CONTENT IS A LOT AND THE EXAM TOO EASY AND SHORT. SHOULD HAVE TG OPTION TO HAV COURSE MATERIAL EMAILED TO YOU, AS OPPOSE TO ACCESSING IT ONLY FROM THE WEBSITE.
This by far has been the easiest way to navigate getting the course selected and the material and exam were great. Better than ANY other course I've taken with other providers. I will recommend to my colleagues.
excellent topic coverae
I found the information boxes very fresh and relevant. I appreciated the different sources used (e.g. Mayo Clinic, AARP etc.). I also liked the "click to review" interaction. Information was presented very concisely. Excellent course!
Love WebCe! very easy to use and a great value!
Some of the varbiage regarding Social Security was difficult to follow, but the videos help to explain it better for me.
The course is easy to follow and I use the reader because it helps me stay focused. There is a lot of information in some of the sections and the longer sections are sometimes harder to stay focused on, but overall, the classes have all been very nicely presented and helped me learn.
Again, I really like the videos and would like more. I wish there were more in the Social Security information; I know there are other important aspects that deserve coverage
Comprehensive and effective learning
This class took longer than the credit hours awarded. The content was good but the time it took was crazy.
For the amount of time that it took to complete the course with the Read-it-to-me audio, it seems like this course should only count for 2-3 credits.
the videos were too slow. Time assassins'
Good job
Good Job
Have used your service numerous times and the people are so friendly and helpful, it's a pleasure doing business with a company like yours. Thank you.
Lots of useful information is well presented.
Great review
As a busy full time working mom, the read aloud option and the ability for me to save my work/place at any point throughout the course was a fantastic feature! Some modules took me a few days while others, a few weeks, but I could always go back into the content to review prior to the Final Exam. Thank you, this was the best Insurance CE program I've ever used!!
Perhaps purposeful but a lot of redundancy which took a lot of time to get through the course material. But good information to take in, thanks!
Good class
3 hour course is long. Would like more 1 hour course options.
some questions sound like they can have multiple answers. i think it should be more definitive in understanding the correct answer
The course material was well written, There were NO typo's.
It is tooo long and repetitive regarding certain points.
I was a bit confused at first. I thought I was being asked to renew my webce.com subscription from my webce.com renewal emails. Apparently, I should have taken more time to read those emails LOL.I really like the way I could make a CFP, CT-Ins and CA-INS grid to assist me in choosing my ethics course. Thank you!
like the audio option and ability to slightly speed the sudio up
This course was significantly MORE time consuming than the credit hours that were earned. I spent much more time on this course than I anticipated.
Thank you! Very easy to navigate and to understand.
Exam format with ability to review missed answers is excellent for continued learning and reinforcement. Thank you.
All great!!
The amount of time is the biggest reason the score wasn't higher.
For the Average reader (speed to read and take the practice exams) the course study portion takes much longer than 3 hours.
Wish I had this info before I made my benefits choices
I enjoyed everything about this course and have recommended it to several others! Thank you!
Keep up the good work!
Takes a very long time to complete course.
Good presentation of important topic
Thank you so much for the ability to speed up the speech of the read-to-me audio. Without this feature to accelerate speech, I would have been extremely frustrated!
More examples would be great.
The Read-it-to-me audio failed a couple of times, so maybe something to look at.
This course seemed to take a lot longer than eight credit hours
Since Social Security has hundreds of rules and regulations, the course went into the perfect amount of detail for a CFP Course..
Great experience!
All is fine. Learned a lot from the course.
At least five interactive charts didn't function in a standard Chrome browser that is up to date and operating system is up to date. So the sliding features of the interactive buttons would never reveal the data underlaying them. So I had to guess which is is completely useless. I don't need fancy graphs. I need the data to be visible. You should have a secondary system of revealing information just in case your fancy graphics failed which they did repeatedly. I'm on a brand new computer with the latest operating system.
Course was very informative and beneficial. Wil at WebCE helped me to schedule classes to take that were very educational and met all my continuing education requirements. Wil was very professional, personable, and a great asset to helping me meet all requirements with ease. Thanks Wil.
The details in the course were important even for the seasoned veteran in the business.
There was a lot of reading. The Text to Speech is slower than reading so not really an option. More videos would be helpful.
its great
Lots of great information and learning, thanks again!!
Most Excellent!
Customer service was great too when I needed assistance!
Useful training - thank you
As they say, If it ain't broke, don't fix it!"
I loved it, very informative
This course was VERY long for just 3 credits. Much longer than other courses for the same topic and number of credits.
I’ve used WebCE for my entire 25 year career, and it is by far the BEST continuing education company I’ve ever used.
Good training.
very good info
Reduce content related to laws that were removed/changed 10+ years ago.. No longer relaevant, just confusing. Or have that information in a section that you can choose to read if interested or if it pertains to your client base
I am taking IAR courses and also checked the box for courses that also provide CFP credit. Once this box is checked, it would be nice if the list provided how many CFP hours the course provided rather than having to click thru more boxes to find this info
Your site is always good. Thanks.
Having to deal with all of the ins and outs of Social Security and the subtle nuances is enough to get your eyes rolling in different directions. Thank you for bringing them to the forefront!
This was a very interesting course to be for an IAR. It could have been better if it was a part 2 of another course.
This course was very educating for me.
WEBCE is a great online method to take care of my bi-annual CE. I must like it because you let me know it's been 5 years since I started my CE courses. Thanks for offering an awesome website to do this whole thing again...#2years&Countin'
Very easy to navigate and complete the course. Thank you
I missed two questions. Neither was clear or addressed in the material.
thank you.
very detailed!!
Very Difficult to Log On.
Thank you for the information
More Social Security topics, please!
Loved that this is an advanced Medicare subject matter for those of us in the business for a while! More, please!
I am glad my company came back to WebCE. I find these courses informational. To improve...proof read, errors can change meaning. Review the audio, inflection , pauses/non-pauses and pronunciation can change meaning.
This was probably one of the BEST and INFORMATIVE courses I have ever taken. It was excellent material coverage. Loved it!
When speaking to a person with cognitive impairment, it is frequently counterproductive to point out the cognitive impairment to the person suffering from it. More diplomatic approaches are necessary to keep the client engaged and obtain the information and action needed to protect the client.
The last slide about the NASAA act was very helpful.
Way too long and repetitive.
I did not use the audio - the guy sounded like a robot. Was it an automated reading? Otherwise it was good, detailed and dense, but good.
the audio was moving too fast
Loved the audio. As an almost 60 year old, this information was informative to me for many reasons. :)
Well done. Thank you.
The formatting and ease of self adjusting speed of taking these courses is wonderful since I never know how much time I will have due to interruptions.
The audio book format was INVALUABLE!!!!!!!!!!!!! SO MUCH EASIER to complete the course using this format!!!!!!!!!!!!!!!!!!!!!!!!!
For me, it was daunting when I saw a course that was over 10 hours long. It became a mental block. I kept thinking about the time I would have to block out and allocate to completing that course and taking the exam. It would have been less intimidating if that course was broken down into smaller segments, like 5 hrs. each, Part A & Part B. I was able to quickly go through the shorter courses first and left my 12-hour course last to complete my 24 hr requirement. I do love the automatic reporting to the State!! I received email confirmations very quickly. And I also appreciated the large fonts in your text, as well as the short educational videos. Thank you for providing this service!
It took too much time to go over concepts that could have been covered in a shorter time frame.
as always, clear, concise, and easy to navigate and complete
I enjoy WebCE every time I have to renew my license!
Course completion took much longer than the required course time
Question 25 "With Respect to financial capacity as people age, which statement is true? The answer was "Financial Capacity begins to decline as people age"....I don't think this is true. Based on my research Financial Capacity peaks around 54. Therefore it wouldn't start to decline after 54. I think this question should be revised.
This course was very comprehensive, easy to read through and finish timely for the amount of credit given.
Great information and easy to consume.
I loved the ability to download the course in PDF version, I took notes throughout the course, but I love being able to access the full contents in the future. Thank you!
This course had solid content - not too much or too little for the level of understanding I was expecting in how the course was marketed. I feel I am better prepared to advise clients on strategies for taking it.
You guys are doing an excellent job with these courses. I particularly like the ability to filter courses that apply for IN Insurance, CFP AND IMCA. The course material is very good reminders for issues we face as practitioners even for folks who have been in the biz for multiple decades.
Have a great day
I hate CE, but this was actually great and well worth my time! Thanks!
Very repetitive...... therefore, too long.
I was nervous about this course, but it was well presented and the questions after each chapter were very helpful
Great job.
I always feel like I learned something when taking CE courses. This course was particularly helpful. I have clients who are over or approaching age 65. The information shared in this course is extremely helpful because it is very relevant and likely to occur within an advisor's career. I really liked the communication with an elderly client, what to do, what not to do and to avoid being condescending with elderspeak and the like. I am, by the way, over age 65 and this course was particularly relevant for me as an advisor. Thank you!
This is by far the BEST CE course I have taken! It was well written and organized, interesting, and I like having some video, some interactive, and summary tests. It was very well done!
would like to have more info on requirements/recommendations related to medicare agents.
All was excellent.
First, you should know that these comments are coming from a person who skipped the course content, took the exam directly, and scored a 93% (28/30). The exam questions were, in many cases, poorly worded (especially the final 20).
Very Effecient course
not really hearing impaired friendly
I also like your pricing! Thank you!
The quiz did not properly portray the exam. There were few quiz questions that matched the exam questions. These should be built to test ones own understanding of the exam. This is completely unsatisfactory.
Good format - easy to understand; good suggestions for proactive steps and documentation that can be taken; good reminder about reporting systems when suspicions arise
I am really glad that this topic was added. I enjoy taking classes on things I don't know about. This was a very beneficial course.
I like the simple, straight forward display and ease of access. The audio was very useful.
Excellent experience. Thank you
My answers that are less than positive are primarily directed toward the estimated time to complete the total module. You advised me that it was 38 mins. In reality, perhaps 38 mins per individual module. There were 5 modules, therefore the time estimate should me around 200 minutes to complete plus taking the final exam. Please provide an correct estimate of the total time to complete, and it is not 38 mins.
Audio was great.
Very long and repetitive.
Some questions were a little confusing.
Very Nice
good course and easy navigation / website
All was very good !
I got excellent help when I called the listed telephone number for WebCE. I had a number of questions all of which were answered professionally.
Exceptional course overall.
For a person who serves the Medicare space there is way to much focus on financials.
I did feel that I shoul
love Web CE
Thank you for the opportunity to have my own time to take these classes. Good luck.
Too much content before exam. Would be better if content were broken into smaller, easier to absorb modules with actual exam (vs. practice questions) at the end of each.
Success Thank you ...
The course information was good, however I did not anticipate how long the course would take.
Too long and redundant
If a participant only needs to renew, many tests are out necessary. It was very challenge for me to finish my requirements. Thanks for all your support.
The computer-generated audio is very poor. If you are going to have audio, have a real human read it while recognizing correct word pronunciations and sentence punctuations.
Review questions at end of chapters would've been helpful to ensure learning objectives were achieved.
Very well put together
Very professional.
This section was much more difficult to understand.
I liked the practice questions at the end of each section.
Please reconsider use of terms like "golden years" and "suffering" with a condition (such as hearing loss). The 1st feels like the opposite of the admonition not to use a phrase like "young lady/gentleman." The 2nd is able-ist. People *live* with these conditions, they don't necessarily suffer. While I'm against people-first language, it might suit here. Also, something I think that could be added is that it's important to ask your client how they prefer to be communicated with; some folks, for whatever reason (including deaf/hard of hearing), might want a text or email and not a phone call.
this course needs to be cut into 2 parts. Way to much to try and remember all the info for the exam.
8 hours is a very long course. While this one is fine, please consider making courses 3-4 hours max. People I talk to, like me, stay at work after hours to do these. Would you want to work normal hours and then stay 8 more? It's literally 1:40am as I write this....
I noticed that the topics do not match the pages when you search for it even when you use the Outline. Example back out period says page 90 when it is on page 95. This was a bit misleading when I am reviewing the course.
excellent! I learned so much.
I didn't like having to take an exam at the end, after taking tests at the end of each section.
too much content for subject matter that does not pertain to role
I really like that there are many gems packed in your courses as well as a lot of refresher material that I may have forgotten from the past. It is easy to log in, navigate and progress through your courses.
It feels like there is way more than 3 credit hours of content in this course. It should be worth more credits
Just a little complicated on some questions, must read twice!
Some tricky questions.
very much liked this course. so helpful the videos were great!
good stuff
Should mention and explain a credit freeze as a great way to protect seniors.
Excellent educational material and very beneficial
the well-written material is super helpful
There were instances when it sounded like run-on sentences in the delivery. This was true throughput the lessons. I often paused so that I could read the section again for clarification. I did like the vocal aspect overall and prefer it to reading everything myself.
it is much faster just to read the content than listen to the audio
please stay on top of keeping courses up to date iwth the states, I was held up due to WebCE expiring in WY
i REALLY APPRECIATE THE CLEAR AND CONCISE METHODS YOU OFFER. I AM VERY BUSY AND HAVE TO GET THIS THE 1ST TIME. YOU AND YOUR STAFF ARE GREAT i CAN UNDERSTAND THE INFORMATION VERY WELL
Great course. Test questions were straightforward and did not try to trick you.
question 13 should specifically say 401k roth deferral. It was implied but the answer for a roth IRA would be wrong.
Excellent review of known topics but provided detail explaining process. I will keep for reference and forms and spot on for topic covered.
High resolution (vector graphics) are needed for charts.
Every class I selected and completed was clearly presented and made sense.
The format of the course made it very clear and and easy read. I liked the fact that I can save where I left off and come back to it later
I would suggest that the questions be clearer. On some of the questions, there were actually two correct answers.
I appreciated the structure of the course.
I miss having the quiz questions at the end of the chapters in the printed materials.
My only comment is that the course seemed to continue to repeat things over and over.
Thank you!!!
I found this course fascinating and have already recommended it to coworkers! The information that I learned in this course will be very helpful to me and to my clients moving forward, particularly where ca client is not being treated fairly by an insurance carrier.
The audio helped tremendously n selection os speeds.
Would have liked to have seen more emphasis placed on steps & the process of how to prevent elder financial abuse. Thx!
I really appreciate having a real person answer my questions about setting up this course and test. I had a bit of a challenge with my password and having two accounts and the rep fixed the issue quickly. I greatly appreciate having a human contact with these courses!
Love WebCE courses! Thanks!
Great way to get CE done
Great info for me to be able to assist clients with appeals
The course materials is extremely long and takes an enormous amount of time to complete each course. Yet, the exam is very quick. The information is so helpful, it just takes a long time to complete the course.
I appreciate the ease of access of your courses and how informative they are. Thank you
Great course, I found the material very beneficial.
Good school
There was a section that said "nobody" does after tax contributions to 401ks plans anymore. In my experience this is not the case (especially with the prevalence of roth in plan conversion and auto roth in plan conversion feature.)
Makes CE interesting and worthwhile! Keep up the good work !
good overall
Useful content, although extremely long.
I expected to learn more about retirement planning "STRATEGIES" but I was disappointed that the course was extremely light in this area.
Solid course.
I highly recommend WebCE to my peers.
Reading off a white screen (or listening) can be very boring and hard to focus on....maybe shorter sections or PowerPoint could help
I like being able to proceed at my pace, as opposed to being read info.
I think the voice over is great for people who learn by hearing information. The option to turn it off is a smart choice for people who would rather read.
Add webinar classes
The 401-k material was too detailed for most. It was very good for Pension professionals
The voice audio is robotic and uses wrong tenses for words, such as presents.
course will be very helpful - personally & professionally.
I used WEB CE as I currently use WEB CE for my state insurance CE. In addition, it's about 20 years of using your service and have no complaints, including customer service. I have referred WEB CE to my colleagues when asked.
Excellent training videos
thank You!!!!!!
Thank you for great materials
This is a complex topic, and the work that went into preparing the content was impressive. I was very distracted, however, but the high percentage of examples (especially in the videos) that represented the wife making a lot more money (and therefore having higher benefits to compute) than her husband. I definitely understand the need to represent this once, but the percentage was unrealistically high (Piper - Winston, Tad and ?, Ralph and Laura, Bailey and Joseph). It was overdone in my opinion. But, overall, it was a good course covering so many complexities in this topic! Thank you.
Thank you for making the IAR continuing education training available through a web solution.
I feel at times the topic goes beyond what we would need to know. I understand it is to give light of understanding/possibilities, however for example, if a client has a tax question, I advise the client to speak with a tax advisor.
not likely to recommend as is not health; with annuities need more examples and bullets
A few ambiguities such as stating that an HCE is a 5% owner in one place and a greater than 5% owner in another.
Speed of naration could be slower, there is a typo on one of the math formula examples that was confusing
Very organized and straight forward
I took many courses by your company. This course is one of the best in terms of material, quality of the examples and the length of the course.
Love the audio! Made it so much quicker to go through the course
The material was a bit redundant but it probably has to be that way because of the industry regulations requiring this on going CE.
A very easy course to complete and full of valuable information. Again Great Content!!!!!!
I thought the overal course was too much for one would have been better split up.
A very good review of the Medicare appeals process.
The Key-Point sections were invaluable as well as the sections outlined in green marked "NOTE"
Too wordy. Took to long to read or listen.
You're the experts. Why don't you proof-read your courses for errors? “Example Assume Lydia’s AGI for 2024 was $1455,000. She is 45 years old and a single filer. The amount she can contribute to a Roth IRA for 2024 would be $2,800: the maximum for the year ($7,000) reduced by $4,200: $7,000 × [$155,000 – $146,000] = $4,200” $15,000 Proof Read Your Lessons! If her income was $1455,000, she couldn’t contribute to a Roth IRA. If Medicare Part C " is a private plan designed to provide the same coverages as Original Medicare plus the benefits available thru Medigap", why can't a Cancer patient on Medigap go to M.D. Anderson., Mayo Clinic, or Cancer Treatment Centers of America? And why do is there a huge difference between the maximum Out of Pocket between a MA and a Plan G?
Grateful that WebCE makes it so easy!!
Excellent course
Very informative
This course was very informative and gives a great indication of what to expect in years to come as we age. I would recommend you take notes that will be very helpful in the near future as well to educate others concerning this subjective. I was shocked I learned so much information from this study course. I would advise not to rush the course although it's earnings of hours are only allotted 3 hours credit. The course will take at least 4.5 hours to finish. Again I enjoyed the course!
it was really great experience using WebCe, it was clear, and the content was delivered in a manner that made it easy to understand.
You do need to better proof-read your content. I have found multiple repeated words or words left out. One other comment: The question I got wrong did not record the correct answer from me. I did not click A, I clicked C.
Very good information
excellent couser that will help me in my future endeavors.
vidoes are long and repetetive
Good material ....
Correct me if I am wrong but when you are mentionning a Part A deductible you are listing a part A deductible for each benefit period. I do not beleive this deductible applies to SNF. It is not very clear for someone who is not very familliar with the material. I beleive there ia a question after Chatper 1 about it as well.
A lot of very complicated information shared, but the test did well in not including many archaic information.
very user friendly and engaging! Thank you!!
Great format
Each of your courses is a valuable learning experience for me.
The course had good and relevant information.
Stupid little observation - on the login screen, the Captcha box falls on a second screen. Because of this, I almost always don't log in on the first try. Would be far more effective to have inputs all on the first web screen
Really liked this course - well written with good, practical advice. One of the better ethics courses I've taken.
Appreciate all the support and answered best to my fair ability with Father Son Spirit above.
The course could be shortened as a lot of information was redundant
All of these courses are top notch !!!!
Very grateful for the customer service reps that guided me to the courses that would qualify. They are ALWAYS kind, patient and knowledgeable.
Excellent content. Thank you!
great class
I thought this topic was well-suited to short hypothetical case-studies. I don't usually like fictional case studies, but thought having more of that would have enriched this topic and help it go deeper just than the emphasis on short reading. Altogether good content, however. thanks
This course covered a lot of information. I was looking forward to having access to some short quizzes throughout the course.
The course content was easy to understand. I also liked that the audio was optional; when a course takes 3-4 hours to complete, your eyes can get tired looking at a computer screen for that long.
I have used Web CE for 12 years, and have always been totally happy with the product, service and quaility.
Fantastic information and was presented very well
I have used other learning sites (Kaplan, XCEL Solutions...) I find WebCE to be the best by far. I have held various State Licenses for over 30 years.
Thank You!
VERY EDUCATIONAL!!
Some of the questions were too easy.
Keep up your good work
Excellent course, thank you!
I have NO complaints...Awesome way to help us achieve...thank you !
Material presented practical application with easily understood illustrative examples regarding Elder cognitive decline or abuse and presented clear steps to ideally provide protection for a client.
This course seemed to take more time than the credits allotted to it.
I was very pleased with this course. I wanted to learn more about the Appeals process and additional information in IRMAA and I was able to accomplish this by taking the course.
well done!
You do good work...awesome course
it is a crash course and answers need to reflect the face pace learning
Would like more interactive content.
I really like the subject choices and was able to update my knowledge of information important for seniors.
I specialize in Medicare and this was an excellent, concise and informative course. I am going to recommend it to my team.
Your site is a great site to complete continuing education courses. Thank you.
Materials on annuities were particularly informtive.
The videos that simply set up a dilema I found to be more distracting than engaging.
Good content and great review.
Not too many trick, trip you up questions. very intuitive format
This is my issue with the courses, I have very limited time, if the course gives me two hours of CE I expect to take two hours to complete the CE. I have run the audio through the list of courses I bought, without exception so far, each audio lasted 20-45 minutes longer than the credit given/reportable. Not fun
This course was very long and had so much information to remember!
Computer automated reader had bad cadence and inflection making comprehension more difficult than human reader.
This course is very detailed, should be a 6-8 hour credit as I have been in 401K field for over 40 years and it was 20 lb of data shoved into 10 lb bag. Hard to comprehend all that data in 5hrs if you dont have any idea what the basics are, but info is good
Very long course that might have not been so long if information not repeated so much...However information was very good.
An excellent, educational experience!
I found a couple of spell check errors and an extra number in some of the content. I would suggest that someone proof the material again.
Well written and effective questions.
When you asked me to use "slider" it didn't work until I found arrows on my computer. Also when asked to click on extra comments during section of what is "normal" vs abnormal aging I was down to the 3rd before I noticed there was "normal"
Course took a lot longer than 4 hours to momplete more like 10 hrs! Need to assign more credit hours!
Thanks for making this interesting, accessible, and efficient!
i am heavily involved in 401(k) - therefore know it well. If there were videos and audio - i completely missed it. I just jump in to the reading to get through it and completed.
Auto Audio playback does not work on iPad
There were an abundance of taxation questions that made up of 2/3rds of the test however this was not the subject matter for the course.
Would like it to be more interactive and use more case studies
I feel the questions are long, as well as most response options. Seems like you want to confuse the reader, which doesn't seem ethical. Keep it short and simple.
excellent course overall, thank you
I chose "agent" because that is the name we use on a client's power of attorney designation, "agent" and "principal", not fiduciary. You should remove that answer as an option. It is confusing.
Well constructed course, even for those of us that have been in the industry for almost 3 decades!
Thank you for the review. I always appreciate the time to keep my skills up.
EXCELLENT COURSE.
I appreciate the dive into the regulatory aspects of the 401K plan requirements. I learned more than I thought I would.
I would have liked to see the definitions at the beginning of the course rather than at the end. I would have loved for the information to be in more understandable terms.
The materials were well organized throughout the course. It covered a tremendous amount of material that made it difficult to comprehend on the first review.
Felt some of the questions were ambiguous.
I would like courses with no more then 4 hours per credit
from the course I took away some ideas to enhance my practice. I plan to gather eldercare information including points of contact in my local area to share as needed with clients and their loved ones
The wording of the two questions that I missed; I did not understand the question.
Probably the best courses I've purchased from WebCE to date. The most comprehensive content relative to the concentration of my practice. Will probably use WebCE for testing for other licensing designations as well as my normal CE requirements.
Improper pronunciation and improper inflection by the AI reader was annoying but also made the presentation easier to listen to. It was sort of fun listening for the mistakes.
Hate the requirement to do the I am not a robot at the start to sign into my account as most times it requires 3-4 repeats of different images and some are really hard to see based on the image/size and clarity
I THOUGHT THERE WERE 5-6 QUESTIONS POORLY WORDRD.
Liked the ability to test and learned of a Springing POA
This was a great course with many ways to learn.
Great Program
I felt there were many questions not covered in the material.
Appreciate the layout and the the test question format
This was great
excellent - thank you, Wayne Kollas
I think there was a lot of redundant information.
Some examples were too confusing. Some information was vague and could have used an example. Especially confusing is the information about divorced spouses claiming rights. Needed more clarification regarding WEP. Please allow us to download the course material or slides. Generally I learned a lot and it was very good.
easy to naviagte
Excellent content. Love the exam.
Excellent practical information that is easy to comprehend!
social security has a lot of moving parts...wow...great course
The last segment was more difficult due to its length and entirely more time consuming.
Excellent breath of inf
I use WebCE every time I need CE. Excellent Product, highly recommended
More sample test questions at the end of each module might be nice as a "nice to have" not a "need to have" kind of thing. Otherwise it was great, thank you.
The content was very good. I think the course was well organized, thorough and applicable. Well done.
I like the read it to me option. I would like to be able to go back and forth to video format too. It would help to be able to give it verbal commands such as read out loud, next page, back or stop. Exams should be able to be read out loud and then to give it a verbal response so it’s all hands free. I liked that you had an option of re-reading your test questions before submitting. I like the multiple choice format.
Thank You and Easy to use!
As usual I enjoyed the presentation of material
Question 31 on the exam was answered correctly by me, however, the test results show a different response was selected. I have screen shots of the answers I provided that show different answer was selected. I answered b. Alice's and the scoring shows I missed the question, but it shows that I answered C. Sandy's. Something is wrong with the scoring on this question. Thanks, Donna
The course did exactly what it was supposed to do: It brushed me up on things I know but haven't dealt with for a while and brought me up to speed on new laws/thresholds, etc. that have been put in place since last I looked. Good course.
Excellent topic presentation. A difficult subject which this course made quite accessible and readily understood. The best presentation of this subject matter that I have seen for such a difficult topic.
outstanding
Great format and customer service rep, who helped me get set up with my needed courses.
You need glossary for terms....as referenced
all great
very educational and interesting
great educational ce courses
Used to be that you had chapter exams. I miss those. Also a number of typos were in this modual.
This was an incredibly challenging course where the information continually stacked upon recently learned details with limited context. Acronyms were quickly used, meaning I had to continually scroll back up and down, and review information to discern what was being discussed. In one instance, two acronyms only differed by one letter. This was a lot of information condensed into one course and it took me significantly longer than 7 hours to navigate & meaningfully understand what I was reading, often having to cover it multiple times. I feel like this would be more suitable split into two modules, one covering the employee investment experience, and the other covering the more business & compliance standard portion.
an 8 hour course is too long, break it up into two four hour courses
Although unfamiliar the material was easy to use.
Thanks.
I like that the material was updated for 2024.
There was a lot of information but the quizzes along the way helped pin point the major topics.
very informative.
Rediculous amount of content. The is supposed to be CE, not an all inclusive primer on retirement.
Enjoyable and highly informative course!
a few of the exam answer choices could be construed as unclear or ambiguous.
Called customer support twice before ordering package and they were very friendly & helpful
Very good review of the Law and Ethics!
HAVE A REAL HUMAN READ THE COURSE MATERIAL. Add interactive videos. Something to make it somewhat interesting and engaging.
Too much information crammed into this category!
Keep up the good work!!
read it to me could have either been more animated or faster.
Pretty expensive.
This course is very detailed and long. Participants should get more than 6 hours for this course.
Excellent Class
Excellent information and well-laid out.
Great course !
had audio issues on this learning
The content can be applied to my work in daily practice immediately.
Nicely done.
Great information provided.
This course had WAY too much detailed information in it. It took me 6 hours not 4! It could have been split into 2 courses or allowed 6 credit hours.
This was too long, and likely could be two separate course 4 hours each...
This course covers a lot of subject matter to digest in one course.
I felt this course went into way too much depth and detail for my CE needs
Great job, Thanks
The audio reading is very slow and reading comprehension is not my preferred learning method. I would have liked to see a little more interactive style and more case study involved in the course. The material and information was very relevant and informative, I just had a hard time keeping attention through the course modules. This feedback in particular has more to do with the layout not matching my learning style that the quality of the material.
Very detailed content that covers the broad scope of 401k plans
maybe the best module I've taken
TY. I appreciate the ability to not use the audio and go through at my own pace. At times I needed to slow down and review and other times, I could move along. Good material and good refresher (even on stuff I knew or should have known). TY
great info
I was given Web CE as a referral to complete ethics course. Was able to easily order material. I also visited REg Ed as a referral and couldn't figure out how to order material. Thumbs up to Web CE.
Complete learning about the Cognitive issues ewldewrs have.
works wel and good conten t
This was a very difficult course!
excellent. as usual
User-friendly and precise set up.
you guys are so much better than Kaplan!
you were my third try at ce. It worked extremely well and for me, increased my knowledge and eduation which is what CE SHOULD do. thank you very much. my only choice from now on is WebCE. it was recommended by my compliance officer and I will thank him when I see him after the holiday!
too long
The course presented solid material that was factual and easy to read and digest.
Great course!
This is an area that is evolving. This seemed to tilt toward product salesmen. I can tell you that it's an increasing issue will fee-only advisors as well. It's an area I'm interested in further exploring.
I needed some guidance to make sure I went into the appropriate securities CE material and the young lady that guided me was just great. Frankly, I would hire her in a minute, Thx. R J
Add some optional specific cases/examples
I like after you read about something, there was an example to make it make sense to me, if that makes sense... Examples of what I read where it is put into a real-life scenario always help me understand much better.
This course, taken in isolation, was a good course. However, as I assumed would become the case, 6 hours of ethics per year for IAR licensing purposes is too much. And by the time we are working on hours 3-6 of the required 6 hours, very little new information is conveyed and the content is almost entirely redundant with the first 2-3 hours of CE content. Any efforts by the CE provider community, such as WebCE, to convey to regulators that 6 hours of ethics content every 12 months is excessive, there isn't sufficient content to spread across 6 hours of education without being substantially redundant, and the having fewer hours on ethics and using the freed up hours on additional products and planning best practices would be more appropriate for equipping and maintaining advisors' ability to best serve their clientele would be most greatly appreciated. They don't seem to want to hear it from us. Thank you.
Appreciate not having to have it read to me. I can read much faster than the audio can speak it.
Very good course, thank you!
like the flexibility to save and exit, and start right up where I left off. Well done course!
In addition to being a financial advisor, I am a TPA, and in my opinion this is a well written course.
Well done course
Good Material!
I like the instant feedback and the ability to understand mistakes.
This course, like others I've taken on this subject in the past, do not address the specifics of how to deal with a client situation where these issues are present - saying bring it to the CCO is not enough; what should be the protocols/ procedures from there? Thanks
Appreciated the reference to FINRA, SEC provisions regarding elder abuse.
very professional, well done
I love being able to take the exam without doing the course first. If I already know am the material, then it allows me to "test out" of the course. Very efficient!
I liked the Read to Me the best.
This CE course reinforced best practices that I want to be sure are implemented in my practice.
It took too long to get to what the advisor was to do if they see elder financial abuse or cognitive impairment. It should have focused on this.
Not only did the course material make the test taking easier, the course material was very informative.
Good course.
a lot of overlap w the other section re seniors
Riah was very helpful in assisting me to get signed in for these CE credits.
Finding the actual course for the 6 credits under products is not where I went to first. It was under IAR CE courses. When I mentioned to an associate that I was finding individual courses and not a packages he referred me to products.
Great Course. Very Informational!
course is very well done...good stuff.
much better than Kaplan's, at least in regards to the IAR CE. would recommend.
webce does an excellent job.
I like they way it was divided into major topics. Thank you.
I SIGNED UP ONLINE FOR COURSES THAT WOULD SATISFY 2 REQUIREMENTS. THEY ACTUALLY DID NOT AND ONLY LEARNED THAT AFTER I COMPLETED THE COURSES. HAD TO CALL TO GET THE RIGHT COURSES.
Good course with lots of substance. The mechanical vice reading was OK (but weird).
Thank you for a great experience.
WebCE does a consistent job year, in and year out, of providing courses that educational and pertinent to the subject.
would like to be able to speed up the videos.
Very easy to follow. The materials were easy to read and organized well.
I was surprised that romance schemes were not mentioned.
You may wish to include actual cases of elder abuse and indicate that even elderly people who have been lawyers, doctors, and financial professionals are at risk as they age.
None at this time
Great experience. No recommendations at this time.
This course was very informative and delivery was clear for understanding. Very interesting information was presented as well. As for me, there were no areas of improvement needed.
I was lost in the being and had to reach out to gain some user support ! But after the conversation I made it through and the courses are pretty pricey
Course way too long for the 6 hours of CFP credit
Awesome! Totally Awesome!
Very Informative
Very user friendly
Dont change anything
Good course - informative and educational!
Great work
Very easy process and the material was succinct and to the point.
Love the read to me audio!
I really like WEBCE for continuing education.
I love the content of this course, thanks
i always come to WebCE a few weeks before my license renewal. your courses are reliable way of satisfying my CE requirements with little to no stress.
great, pertinent content for advisors who work with clients as they age.
It took way more than 6 hours to legitimately read it all and go through it. It's very good, but not enough credit hours for the time it took to get through it.
WAs satisfactory
I liked the inclusion of videos in some segments. It broke up the reading and provided interesting scenarios and though-provoking questions.
It provided the best explanation of a QLAC I have ever read.
The voice over was robotic and mispronounced words and placed emphasis within the wrong part of sentences. The time required to complete the course should provide for more hours of reportable CE. More use of real life examples would be helpful.
This course is good for a brand new entrant to the industry but teaches nothing someone who has been dlimf it for a while.
Thank you for the convenience of online learning courses.
Important topic for all advisors
Exceptional quality and moderate pricing
The course met my basic needs for refreshing my knowledge.
I like that examples are given.