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Adding additional credit may change exam requirements.
While the "read it to me" feature was helpful for me, I was significantly annoyed by the obviously AI voice that sounded very much like a robot. The voice isn't really ready for prime time. In addition, I would very much liked to have had an option for changing the speed of the robot. In my case, the robot spoke slower than I was reading, which was quite annoying. I learn better by hearing the text rather than silently reading it, but I ended up just skipping quite a bit of text because of the annoying vocals.
I only use webce for my continuing ed! Easy to use, clear and efficient support. Thank you!!!
THANK YOU!!
It was a good review for me and made me c0nscious o0f things I need to always do in planning and products for clients
Thank you!
I'm done with my CE requirements for 2025 (I think) and the tests went well, were accessible and useful.
Over kill on testing. Module quizzes, course exams and review exam. Too much!! We already took the IAR exam and are license WORKING professionals! Too long. This annual exam should just be to refresh and update.
This was one of your better courses
Good because able to complete in a “reasonable” amount of time.
The requirements and necessary credits was unclear, therefore I purchased too many courses. I will call you for a refund.
Thank you for providing the best CE platform. Best wishes.
Thank you
Everything was easy to use. This is my 9th years of using Web CE.
Great course, enjoyed the content.
Thank you for the help!
Had to open a chat session to figure out how to apply credits to my CFP requirement. the process should be made easier
Good course content and material.
some of the answers we blatantly obvious, which was a little insulting.
webCE is reliable. Many others are difficult to enroll and find proper coarses. Human consultants are excellent.
The course focused too much on insurance and annuity contracts and issues. While interesting, most portfolio managers and RIA's only occasionally deal with such issues.
Since I use the audio feature, I would have preferred that I could continue without having to select the button “continue,”
excellent material review
Notably, this course is aimed at insurance salespeople and therefore understates the negative effects of fees on insurance policies. Non-sales based advisors will not recommend certain insurance policies only because of the high fees.
Some of the exam questions were silly and the answers too obvious.
The course was very informative.
There were some very obvious answers.
Thank you.
I love that we can log in, save progress and come back later... Takes a lot of time and is hard to finish all in one sitting while also working :) This ability to save your progress is awesome!!!
great Thank you
Please try to provide easier and more understandable questions for English as a second language students. Thank you!
Best course yet
I wish there was a simpler way to "chart" and or just show classes you haven't taken in last two years without having to keep doing it by trial and error. I do very much appreciate that you do show dual credit etc.
Good info, very practical and appropriate
Great content
Very basic info. After over a decade in the business this basic CE feels redundant.
Best online content, and course navigation platform/provider in taking CE for more than 10 years.
I am very familiar with annuities and some explanations I believe need to include if you are discussing Qualified or NonQualified Funds. Several questions just said Annuities and the answer was referring to NQ or Q but I knew that.
Great and easy to follow format.
Great course and information was clear and easy to follow...
State "IAR CE," so I know what it is
I have done Reg Ed for the last couple of years... I am glad I came back to WebCE. Thanks TF
beautiful course
this course was a bit wordy at times. However it was very thorough.
I would try to break the sections up more uniformly. Having a 1 minute video, then a 30 minute video, followed by a 2 minute video leaves me guessing just how long this is going to take. I would prefer more sub-sections with relatively similar durations per section.
Good course - good length - information was very relevant to the topic!
Thanks!
Good job
thorough and easy to use.
glad its over
All good
very good
Excellent course this was!
Web CE has been my choice for continuing education for the past three years. Thank you for being cost efficient and easy to understand and navigate.
I nkow the timer is there but the info was really quick to read
The comparison of the tax deferred annuity vs a mutual fund was not very accurate as there many factors that affect taxation. For example, a growth fund would distribute little or no dividends and unless there is a capital gains distribution, there would be very little tax. If there is a capital gains distribution, the gains are only taxed at 0 or 20% so the investors income would be a factor. I found the comparison lacking and may lead some professionals to believe the deferral advantage is greater than it is in real life. The other glaring mistake is that living income riders costs often 1% or more. In the olden days, the cost of a guaranteed income/withdrawal rider was .30 % to .50%, but no longer!
The presumably AI voice reading the text. It's emphasis on words was off, and that interfered with a clear understanding of the text. It was close to being robotic.
Allow a full audio version to be able to listen and learn on the go.
everything was good
helpful content
thank you
After taking the final exam and then grading the exam. I reviewed my answers and noticed two question errors in grading my exam. the program did not record my answer response correctly. What's up with that? It doesn't matter, now because I did pass the exam. Even though the exam did not record my answers properly!
this was an excellent refresher course for me.
Terrific
good job! Thanks
Finished it 30 minutes quicker than I thought.
Web CE fulfills a requirement and meets a price point...but the content and presentation are lacking at best.
well done!
I loved the courses I took on Web CE, but did find the Exam multiple choice answers to sometimes (perhaps many times) be too simple, or even ridiculous. The apparent intention seemed to be to give test takers an easy route to complete the courses, which--at least in my mind--does a disservice to the industry. I'm not saying we should make the multiple choice answers so difficult that the exams no longer serve as a capstone to the course material. What I am saying is that eliminating silly answers, or ridiculous answer, would allow the serious financial practitioner who chose Web CE as their provider to enhance their knowledge in a legitimate manner. Including silly and ridiculous answers to exam questions sets a low bar for those practitioners who take their craft seriously.
some of the material seemed to be slightly out of date For example some of the lifetime income options are not used much any more
Well done
Thank you for providing educational and enlightening information. I learned some things that I did not know before and clarified my understanding of other principles.
overall very good
Course content as pretty boring, examples did help, maybe videos or animations would help more
well paced and pleasant audio read ot
Great Course.
Thanks. Good job in preparing these materials.
There was too much content on too many different subjects before the exam.
Split this course up into multiple modules with more in depth for estate planning and and financial planning.
Course was too long.
minimum
Thank You
Course was informative and helpful in understanding the basics
Audio was helpful in understating the amterial
ease of material presentation
some of the questions are insulting. question asks about choosing annuity payout and the correct answer is Color of annuity statement? absurd. Glad that CE is mandotory and a 4 yr old can pass.
The last session 3 hours is TOOOOO Long. it should be broken down into sub - sections of 1.5 hours each or 3 x 1 hour sessions. It took an entire morning to complete and not optimal during a workday.
Way too much information
Some material needs updating., eg, changes to IRA stretch rules. Also discussion of a fiduciary should be clearer
Test was way to long
I wish the Read to me audio option was easier to understand. Perhaps the cadence of the narration can be slowed and perhaps the voice can sound more realistic.
lower the price
good format
Thanks top Kayla for helping get set up ! She's great! Thank you Kayla!!! Pete (Robert Smith)
Smooth CE Process. Thank You!
Thank you WebCE....taking the time to focus on the content in full, and use the read-along option -- added value in this course format. It served as a reminder of never being too seasoned to assume all learning has been attained over the years in this industry -- that is ever evolving.
Thank you for providing us a stress free way to take our exams!!
The content was entirely too long and should have been broken up into smaller segments
some data presented is out of date. Nobody retiring wants a reduced income in retirement so teaching that 60% to 70% is necessary in retirement is not accurate.
Great Job
all good. convenient.
The ability to increase the "Read It To Me" speed was very helpful
It was great
This course was extremely long. The 3 sections could have been individual courses in themselves. Shorten the material.
Would appreciate less redundancy
some of the lessions were redundant and showed two different videos on the same topic
Some of the multiple choice questions are too obvious! "The color of their statement", for example. Silly. I prefer to be challenged. But otherwise, very good!
Clear, concise material and delivered in a professional manner.
Very Fair Practice Questions and Final Exam.
It was very long.
Great Job!
The course is too long.
I liked the read it to me audio which helped me to retain the information better by both listening and reading.
I thoroughly appreciate the thought that went into the design of this course material
Always an excellent experience! Thank you!
correct answers to test questions are too obvious
Objectives clearing defined, time appropriate, objectives met !!!
Easy learning
The information provided was good. The practice tests at the end of a module were good and helpful. Some of the chapters seemed too long and might be better broken down into shorter chapters
This particular course was tedious given that I do not conduct annuity business.
Don't include test questions with obvious stupid answers. Had multiple questions with answers citing clients favorite color or color of statements. Waste of my time. Do better.
it was great.
The order and presentation was easy to follow and provided reminders about certain topics that are easy to forget in day to day work. The content is detailed just enough to learn/recall important practices for clients.
I believe some of your content is in error.. and you should check for yourself. The specific item is "Withdrawals from Roth IRAs are tax free, provided the owner is at least 59½ years old and has owned the account for five years or more. They also are not subject to the minimum distribution rules, and Roth assets can be passed to heirs tax free. Withdrawals can be spread out over their lifetimes, which will give their inheritance additional years to grow, tax free." It is my understanding that even tax-free inherited accounts must be liquidated over a 10 year period.
THE COURSE CONTENT ON ESTATE PALANNING HAS NOT BEEN UPDATED TO INCLUDE THE NEW TAX BILL EXTENDING THE 2017 TAX BEENFITS . THATIS IMPORTANT
It was good content, but longe than I would like.
some of the test questions were confusing despite the fact I scored well
great easy to read content and good test questions at the end of each section. these are important to me. Clear concise and well written - not as boring as other courses I have taken. will continue to use WebCE! thank you
Good program with clear goals and the material to help meet those goals.
Overall very good, and got done with this efficiently.
easy to use and liked the audio
I would like to hear some real life examples in the lesson.
good course, easy to follow instructions
make PDFs searchable
This is a REPEAT of CFP CE. Internal corporate CE, FINRA CE. This is a scam by the State of Florida to fleece investment professionals out of money by requiring them to duplicate CE done elsewhere. THIS IS A FARCE>
I liked that the practice and final exam questions tested you on a clear understanding and not tricky/close or looking for minor things such as remembering a certain date or regulation number.
The course included way too much about annuities and not enough on Senior Clients. Questions were a joke and much too easy to answer. I didn't need to read the material to answer the questions...
very straight forward and easy to follow
Give more fun/interesting examples and scenarios.
Course was complete and explained various aspects of retirement planning and funding.
This class was great refresher. I appreciated it.
The test was way too easy. Many nonprofessionals could pass the test cold without reading the content
The AI generated voice is overall pleasant and conducive to learning. However, there are times when it mis-pronounces words or has a slight timing or odd inflection moment.
Very good !
Excellent Course, Very well constructed and displayed. Though explanation of the material.
I prefer face to face training.
Some of the test questions were too "dumbed down", i.e. color, leisure??? This diminishes the value of the content. Otherwise, I really like WebCE.
information presented was clear, concise and well-organized in a professional format
I'm very disappointed in how the wording in the annuities section made them sound so appealing. I consider them terrible investments that push the boundaries of being allowable if you call yourself a fiduciary. They exist, so their rules should definitely be explained, but comments like, "ideal for retirement planning" and the like should be left out.
all is good with WebCE as long as you get these results submitted to the St of TN Securities Division on time.
These mandates do nothing and are redundant based on firm specific CE/Ethics and do not even factor in whether a professional has a CFP or other designation that has more enhanced CE or ethics requirements. FINRA has failed its charter and operates as a predatory institution extorting professionals in the industry for financial gain.
three hour course is very long - maybe too long.
simple and easy lessons to learn and retain.
I was offended by the use of "Elderly clients", which stated it begins between 60 to 65. I am NOT elderly.
I don't have an insurance license, so I'm not sure why so much time is spent on annuities.
Offering a test-first option would be good
there was a lot of information and should be broken down into multiple tests
Questions asked were not covered in content. Poorly worded choices in some cases.
Material was well written.
Offering BOTH the audio feature of the course AND the ability to download the pdf of the course for a pre-read are very valuable to effective learning. Great teaching methods.
Perfect explanation and clear examples for better understanding. It's great!
Have used your course since CE were required by the State of Colorado. Will use you as long as you offer courses.
Excellent content and explanations.
I love your courses. I have been taking them in the past!!
Excellent!
Very hard to log onto course needed help each time
This course was for 3 CE credits. I would suggest that the course content covers so much material it should be divided into two courses with Estate Planning being one hour and the rest two hours.
Break up the sessions over 10 minutes long.
Be careful of spelling errors.
One of the questions in the exam refers to a "example:" yet there was no table or example listed.
I tried to use Kaplan to take care of my CE requirements. Your catalogue was extremely easy to use to make sure I took care of everything I needed with one purchase. I will be using WebCE going forward.
like being able to increase speaking speed slightly
Way too long with too much detail on very specific topics that don't apply to a lot of the professionals who have to take these trainings.
I liked the option to move through the course at my own speed - without required autio, whic slows down the course.
more credit hours should be given for the course given the amount of time it takes to complete.
I would love more interactive questions etc.
I like the read to audio option;
Some answers subjective but not in course
Course was easy to follow and complete after studying to take the test
Thanks for the course
One concern was when I checked a box for an answer, on rare occassions a different box was checked when I reviewed my answers after the quiz after the test. This occurred twice on the quizzes and once on the exam.