Very well organized and made easy to understand and prepare for exam.

Excellent course content

MUCH better than another company's materials. Kudos

Thanks was good to have options

This one was a little confusing but I think I have clarity

Need to know more about Malta and CRAT - did a lot of research and guessing

The fraud lesson could have been less wordy and half as long.

This was a fun course. I would provide more examples of people getting caught and the courts penalties, as they are memorable and interesting.

Some of the questions didn't match the correct answer.

very easy to digest the topic.

EXCELLENT INFORMATION.

Very helpful update for so many new tax rule changes

little pricy for individuals to keep their license active

Informational, very good

I love the courses

Great course!

Thank you.

Really liked course-very interesting stories!

reinforced ideas on auditing.

Question No. 38 on this 45 question exam is not answerable based on the review material presented.

Material did not seem to flow in order. It jumped from one thought to another thought and was hard to follow. However, overall good education.

I enjoyed this course a lot, and I liked the option of audio to text! It reinforces the material!

This year the course was a little harder to go through but was able to again learn more than from where I started. For this reason, I like this course.

Thank you

lots of the questions were not current answers needed to be reinvestigated

two words repeatedly come to mind when doing these modules: regulatory capture

Simply excellent keep up the good work!

Question 34 on the exam was poorly worded. ("All of the above" did not make sense as an answer.) Otherwise, course was very good.

I think it would be very helpful to have a course that is 6 credits and is specific for that year to meet the IAR requirements. Courses can be labeled "2025 IAR", "2026 IAR", etc. I have been running into taking the same course from several years ago and not realizing it. This way I would absolutely know I have not taken it yet and it will count for the IAR requirement. Thank you!

Enjoyed taking the course. It was very informative.

This particular course was taught by an expert in the field using real life examples which made the subject matter more interesting.

There were some questions that left too much room for interpretation.

Thank You!

Had to refresh the page a number of times.

Very well organized and clearly developed.

The course was not focused on audit but veered off on subjects not related. I found that not helpful.

Interesting content! Liked the first hand experience. A little outdated in parts because people don't really use cash anymore.

Excellent Course.

Great info. Very eye opening!

as always educational and easy to use to attain my CE

This WebCE course was very comprehensive

One question was about unscrupulous CPAs. In the chapter test promising "free" was the right answer. In the the final test promising "free" prep was the wrong answer. Might be a problem here.

There's an error in the section regarding Social Media Fraudulent Filing and Bad Advice. Appears to be a large typo with text that should have been deleted. Thank you! Great course.

excellent coursework

thank you for WebCE

I am a little disappointed that to get 1 hour of CE it took 1 hour and 40 minutes! I had the script read to me so I could listen and it actually took that long. Content was much heavier and more in depth than any other AML training that I have had. Maybe if you are going to have so much content you should give 1 1/2 or two hours of CE credit.

Both Audio and book were very helpful and easy to understand.

I learned a lot, interesting articles

Test questions can be improved

Course had a lot of repetitive material. Could have been a bit more streamlined.

This is one of the few courses I didn't give max scores across the board to....the glossary could be more comprehensive, regarding SAB and ASC Topic numbers, plus the various methods/types of misstatements.

The entire process of signing up and using Web CE is smooth and easy

Even listening to the course at high speed, this is well over one hour worth of content.

Continue with the good work.

Very good

Roth IRA Death benefit options for non - spouses and Traditional IRA Death benefit options for non- spouses confusing. Thank you. Examples are extremely helpful.

Roth IRA Death benefit options for non - spouses and Traditional IRA Death benefit options for non- spouses confusing. Thank you. Examples are extremely helpful.

Course was well written. I found "zero" typos.

Read to Audio is very beneficial to the learning process.

Great course!

I enjoy taking my DE through WebCE. I like the flexibility offered and your staff is very helpful and accommodating when I call.

I believe there is an error in the content. The Example: Indirect Rollovers states that Dave, age 55, who took an indirect rollover but did not deposit the full amount with in 60 days QUALIFIES FOR AN EXCEPTION to the 10% tax on early distributions. I don't think that is correct.

Consistently first rate

Material presented in an informative, interesting way. Kudos for keeping the attention of the reader. Thank you!

that was not a "short" survey

Excellent format! Great content, and very well presented. Very impressed.

I would love longer sections 5 minutes minimum and preferably 10 - 15 minutes. I spend time listening to CE while I bike/drive etc. If I miss something I will listen to it again or go back to the computer to see what I missed. Also, looking at graphs on my iPhone was difficult.

Surprised to have a large amount of discussion of the class on Virtual Currency. Seems virtual currency should be discussed separately.

Quite a learning process. Very well written.

The voice used for audio doesn't know about inflection and mispronounces some words which can be distracting.

Great course on fraud

Very good CE courses

Very Good

VERY INFORMATIVE

VERY INFORMATIVE

Please include more case studies! They're the most interesting part of the course.

Loved the mention of text in white font. I wouldn't of thought of that. Examples were great

Probably the best CE course I have taken in my 15 years' certification. The real world examples showing the concepts was very helpful.

I feel like the information was very repetitive and wordy. I could have gleaned the same information with 1/10 of the content.

Boom! Victory on the first try! Thx WEBCE

Love the format and the audio. Especially pleased that credits are for both my securities license and my CPA continuing education.

Visual affects can be added

Excellent choice for CE requirements! I will continue to use WebCE in the future just as I have for many years in the past!

I didn't think a topic could be made interesting, but this instructor kept my attention through the entire session.

The audio and being able to listen as I reviewed the content of the Course

This course contained useful and concrete examples that worked well to clarify the rules/laws.

This course contained useful and concrete examples that worked well to clarify the rules/laws.

I like the read to me audio.

WEB CE is very easy to use!

I thought the exam was tricky, not easy.

loved it

Took longer than 3 1/2 hours to complete

Took longer than 3 1/2 hours to complete

Too many questions given the content.

Thanks!

Thank you for outstanding offering and administering of continuing education requirements for NYS license renewal in particular.

The practice questions on this topic (especially involving calculations) were much harder than the exam. I found some of the content more difficult than other courses (especially involving inherited and gifted virtual currency) and I would have appreciated more examples.

lot of work for one credit

Clear, concise and informative.

When choosing courses, it flagged the ones I had already taken and showed me how many CE credits I had for each area. The pricing is excellent and I like that I can order 24 hours of courses (annual suggested for an EA) for one low price even though the total individual price far exceeded the bundled price.

duplicate courses are not counted toward fulfillment of annual CE requirements, so new courses need to be added for me to use WEBCE in the future

I enjoyed this course because the material was very interesting

Please continue to offer the course material on pdf format as it is the most efficient way for me to complete my CPE requirements.

Appreciate the several examples to explain the various accounting treatment situations.

Some of the data is dated.

Thank you

It seemed that some information was added just to pack the course hours. Relevance was questionable.

Interesting but too long

It seemed like some of the content was more appropriate for the compliance department at a firm vs an individual IAR.

Questions were irrelevant to the financial industry!!!!!!!!!!!!

I liked all the examples and the laid back style of the course writer.

Keep things the way they are.

It will be good to have video lectures at least nano videos to cover some of the content. Reading from black and white text makes the content disengaging and it is difficult to grasp some key concepts. Also making it more relevant with modern day real examples and giving reasoning and rationale behind ASC's will make the content more value adding.

ALL GOOD...

it takes 5 to 6 hours to do a 3.5hour course. a 3.5 hr credit should take 3,5 hours to complete

I am an audio learner & really appreciate the audio provided during this course.-

Very good trainings, thank you!

Excellent Course for finance professionals to study.

Thank you.

Great course. Course notes are an excellent reference material.

I love the fact that it reads to you

It would be helpful to see a full timeline of the pronouncements for those of us that were working in public accounting before some of the current ones were made

I liked the examples given.

I liked the audio which assisted in the comprehension and retention of the material.

Excellent class and information to learn about the changes since the Secure Act.

There was at least 1 technical issue where the read-aloud audio read a code snippet .

thank you...

In Chapter 2, following Exhibit 2-3, the paragraph header should read: "Interest and Income Tax Paid" (the word "Tax" was inadvertently omitted)

This was likely my favorite course in the last 10 years. I loved the case studies and author's experiences.

Great presentation, thanks!

The course offers a concise introduction to disclosures for crypto assets, with the original text of the Subtopic.

This course is a standout due to the emphasis of creativity and "attitude" over arcane auditing procedures.

Takes a long time to complete.

A key to good writing is simple, declarative sentences of 15-25 words. This course follows that basic rule and other WebCE course could benefit from this clear writing style. Thanks to the authors for a concise introduction to blockchain.

The audio really helps the learning

I had Wil from WebCE help me structure a package to meet all my continuing education requirements he made the experience very pleasant as he was extremely helpful, professional, personable and efficient. A great compliment to the company!!!

I learned a lot This is must take course for any CFP -given all the recent changes to the tax code

Would like more information on mining. Mining is mentioned but not included in the Glossary.

Lots of good information in this class!

Part of required training but did not seem particularly relevant.

There was not enough content in the course to reach 6 hours. At most there was 4 hours of content. I listened to the entire course through the provided recording and I still had to click around in the materials to gain an extra 2 hours of time.

While not the fault of the course, being buried in acronyms makes it far more confusing than it should need to be. This is likely a problem of governance, not course structure.

This course was interesting but not at all relevant to what I needed for continuing education for my IAR and CFP. I think it has been miscategorized.

while fraud knowledge is extremely important, I didn't see the relevance to the investment industry- could be more industry specific

Should have been: Navigating an IRS Audit 2 credits (Types of audits + Represents.) Virtual Currency 2 credits. Contents very lengthy for 3 credits.

This course was not only poorly written but so unrelated to my job that I wondered if it was assigned to me in error.

this content really does not apply to IAR's

The personal stories were not necessary.

staff was very helpful

Flowchart diagrams were very helpful

great course, great learning on this

SOME QUESTIONS WERE AMBIGUOUS

Thank you!

Good course.

loved it. thank you ty thank you

Thank You!!

have used your company for many years. every rep has been knowledgable and polite. phonbes are answered quickly , all good..thank you

Great job.

THIS COURSE HAD VERY LITTLE TO DO WITH THE FINANCIAL INDUSTRY I AM INVOLVED IN.

This particular course seemed like a lot of time and effort that was a bit out of proportion to the hours credited

More video.

I did not like the first person style of the material. It seemed wordy and could be made more concise.

actually the format is very basic in text form. would be better to be more interactive with use of graphics, audio, etc. It's manageable to achieve the objective but boring.

Although Fraud has a place in our Continuing Education none of this was pertinent to being a Sales Assistant in the financial industry. Most of it was for the retail sector.

We were required to obtain 6.0 hours of CE. the first course I requested was 3.5 hours due to the interesting topic. But there are no 2.5 hour courses to round out. Still, that is a small thing but something to consider.

long/intense/learned a lot

I was excited about the topic but it was not what i expected. I felt it was more of an overview on general fraud instead of being more industry specific.

The final exam is too difficult

great course, succinct, and easy to understand

great course, succinct, and easy to understand

Easy to work with

Awesome work

Very well written content directly from the horse's mouth. This auditor has seen it all and it shows! Real life examples are always the best teachers. Thanks for the great course!

Course with the Read it to me option took far too long. Content was very good, but it can be done more efficiently.

Great information

i thought this course was way too long

The AI voice lulls me to sleep. The content is good, but I kept dozing off. Adding some videos or other delivery methods would be helpful, too.

I love the in depth discussion and illustration by examples

Good instruction but learning could be enhanced by being able to control the speed of audio.

I love the fact that the author lists lots of live examples to illustrate his points. Very well written & well thought for his sharing of his past work experiences as well as the court cases.

Very detailed examples made understanding helpful.

Of the courses taken so far in this cycle, this course was the most challenging and intriguing. I really enjoyed it.

I believe that the WebCE offerings are the best CE tools I have experienced. The comprehensive data, clear language, and organization is excellent. The PDF study guides are also great reference booklets for for m y desk. Well done.

You need to be an FBI agent, IRS agent, Psychologist, optometrist, neurologist, auditor and an accountant to pass these CE requirements. All I want to be is a Financial Advisor

There were no practice questions at the end of each chapter. Please add them.

I copied and pasted all of the footnote for further inquiry. They should be included in the PDF. Really enjoyed the material. Thank you.

I would like to see more practice questions.

I rated the "recommend" question an 8 because I actually WOULD recommend it, but the likelihood of discussing the topic with a colleague is low, since I am low-man-on-the-pole and others probably make other learning choices.

Best CE I've seen in my 27 years in the business!!

This is probably the best course I have taken on WebCE and I have taken dozens over the year. Very well presented and covered a wide variety of potential issues on fraud.

Nothing, your the best.

This course was excellent! I appreciated (1) the engaging writing style, (2) the practical concrete recommendations about procedures to put in place to catch fraud, and (3) most of all the many anecdotes about specific instances of documented fraud (clear and memorable!) So many CE courses look like AI just rearranged info from the Series exams: nothing new, not even particularly coherent. This was a refreshing exception!

I Love this course makes it easy to learn and give you a time to complete and learn it.

Very Informative!

Thank you!

Thank you!

I would have wanted a class more relevant to what we do on a daily basis.

I wish you credited the author. This particular course was VERY well-written. I'm a lawyer by background, and fraud detection and prevention is not something I have experience with. I was bracing myself for several hours of boredom but was very pleasantly surprised. I laughed a lot - man, humans!

Keep upthe good work.

Questions were hard to understand. Had to read some more than once.

The course was practical and well-written.

I really enjoyed learning about something that might help me in my own business and in advising clients to be on the look out in their businesses.

The interaction between cfp and insurance courses could be clearer

I prefer face to face educational training.,

I found this course irrelevant for a CFP review

I thought the exams were horrible . Confusing verbiage.

Please consider re-phrasing the exam questions. Several were 'which of the following are/were NOT..." and utilizing the negative is an extra challenge for some individuals with learning challenges

I love the voice over option. It is a very good retention tool.

Most comprehensive review on IRAs most definitely!!!

I know compliance courses are typically very dry but this one kept my rapt attention. It was written from the perspective of someone that has been in the business of fraud detection for many years. That direct experience really showed through in the writing and kept my attention. Main issue for me is how long the course was. I have been going through the material in 1-hour blocks once per week, so it took a while for me to complete. The material was great though, and I would recommend it to my colleagues.

It took well over two hours to complete yet I only received one hour of CEs.

exam way too hard for 1 credit

Great job!

Thank you

Would have liked more on Rule of 55.

Very interesting if I was to go into the Fraud Prevention arena but I am in financial arena and we have more specific training, for example Money laundering. This was interesting as I said and informative. I did learn from it.

I thought I'd breeze right through this content, but there were some recent updates that I found very valuable. Thank you!

Some of the charts had very small printing and it was hard to see. I tried to enlarge them but I could not.

Material was relevant and comprehensive.

Info Not Nearly Clear enough..!

well presented

Text didn't seem formatted appropriately; either too big to git on screen or too small to read. Very frustrating.

Practice questions are very useful.

i have used WebCE for CE & other courses for many years. I am always satisfied with the content and programs.

The course said blockchain could do all these good things but missed the mark in being able to illustrate why. A simple example from beginning to end is needed.

Nice to keep up with the changing rules since they can get confusing even for veterans of the industry.

There are many grammatical and spelling errors in the content

Questioning was sloppy. MAGI is not proof of earned income for the purposes of making an IRA contribution. Sometimes MAGI comes from unearned sources.

maybe not your fault but the material was terrible.

WebCE for me is always highest quality

excellent course content

Wish it wasn't just reading but included either video and or audio instruction

HAVE REAL HUMANS READ THE COURSE MATERIAL. It’s so automatically disengaging to hear an A.I. very POORLY read the course material.

This should have been a 3 hour course based on the time to listen to the audio and read additional info and then take the test.

Excellent material. Having worked in retirement rollovers for over twenty-five years, I still learned a few new things in the course and had others refreshed.

There was some good story-telling, but it was hard to stay focused later in the course due to length. Some sections were very relevant to my role and others were distractingly far from my role. I would recommend finding ways to break this training out for different types of industry roles. Applicable and practical content will be more impactful and engaging.

thank you

Surprisingly useful and informative course - the instructor demonstrated his love and mastery of the subject matter.

This course was excellent. It was written very well.

In my opinion, the discussion in "6.5--False Vendors", in which the author dismisses pressure as a necessary element of fraud, represents a flawed understanding--and mischaracterization--of the fraud triangle.

Excellent course! No improvement needed!

Sounds like a marine wrote the fraud detection course, oo-rah! Fantastic course, and well written.

This type of Fraud does not apply to the Financial Industry

course has many personal anecdotes, It may be helpful in making it more interactive but I feel like it could be shortened by a great amount of time if the information was presented in a straightforward manner without a bunch of personal references and anecdotes. Some of the anecdotes were helpful, but should probably be defined as examples in list form, that part was helpful. but, reading it in a story format does help.

Some of the questions in the exam were confusing and unclear

Logical flow.

great info

I liked the many examples of fraud that were presented in the course. This heightened my awareness of what to look out for when experiencing fraud situations.

easy to follow

This course is mainly focused on issues outside my financial advisor role. I expected material to help my clients avoid or detect fraud

3 hours of CE credit should not mean 6 hours of reading!

Stories and anecdotes; nothing more

Great course for any financial professional, especially those interested in Fraud Risk Management and Accounting principles.

Should include more modern-day examples of how frauds are committed in the current hi-tech environment and electronic processing of transactions.

The overall course was basic in nature. It didn't appear to be built around Investment Advisors and potential fraud they might encounter.

I have taken many courses through WebCE. This one was thorough and educational. It was also nicely constructed as far as being interesting with good flow. However, it was about three times too long. The same points could have been made in much less read time. Remember, this is one of many CE courses required. Just being honest. Thanks

QUESTIONS WERE NOT AS CLEAR AS I WOULD HAVE LIKED

It was great!

This course was the most informative information that I have received in quite some time. It was also very interesting. It has changed how I look at fraud.

great course

The AI generated commentary was very irritating.

Informative course.

The content was unneccessarily wordy and long. To keep it succinct would have been an improvement.

Several questions on the final exam were poorly worded. The use of the double-negative to identify an answer that doesn't fit is grammatically challenging and does not necessarily reflect the understanding achieved. A better way of asking these questions: "Which of the following is NOT an acceptable method of non-documentary identity verification" vs "Of the allowable options discussed in this course which of these were not discussed as a method of non-documentary identity verification".

not a great topic.

This course was totally inappropriate for a financial advisor. It was not what I expected. It was more appropriate for a business class.

Course content helped me to better understand the topics.

In addition to being helpful, it was actually entertaining. Nice surprise. Maybe this helped me get 100%.

I appreciate the formalities & expect there needs to be a certain amount of vernacular used but please make it more "real world" & better understandable instead of using five dollar words when five cent words will do. I'm not saying to make the content easier, just make it easier for the user to understand what the heck is being said. Sorry but the education system is not getting better which means you must adapt to society or you will not have much use for your services if nobody uses your services because they find it difficult to understand. I'm simply trying to help you succeed with your business model in the world we live in today. Thank you for your consideration in this matter.

Of all the WebCe courses I have participated in over the last few years, this is by far my favorite! The quality of the content was great and very interesting; I found myself really enjoying the author's view and language use. It was a great read! Thank you, Dawn Daniels

Engaging. Very well written.

It was mostly stories; seemed more appropriate for someone who was actually an accountant; some questions were confusing - ex. which statement would not be true, etc. it was boring b/c it was story after story after story...

Easy of use & Quality of content is excellent. Thank you.

Good course with real life examples

very redundant with firm element

Good Course - a little long but The CE requirements require more material.

Read-it-to-me audio still robotic at times.

Very interesting content.

you ask a financial planner to take a class on auditing a shoe company? wth?

Incorrectly spelled words are also spoken incorrectly by the narrator

Course seems geared towards management, auditors, and accountants more than financial advisors/planners. It really isn't very relevant to normal financial advisor situations

It was a very good course. thank you

timely glad you added

For those not working directly in Compliance, I think a 'lighter' version could give a more abbreviated yet sufficiently informative base of knowledge.

i liked that the content was written from a real-world perspective. the stories made it more interesting & easier to stay engaged in the content.

This course lacked significant relevance to my industry and the author constructed course content far too much around himself/his experience.

The wording on the question about what NOT to advise the neighbor is quite tricky in its wording. My answer "C" Read: 'ignore the letter from IRS.' Is this patently incorrect, or can it be worded better? Can you give me CREDIT for this answer? Thanks!

I really liked the examples.

Very interesting topic, thank you

This course was very interesting and well written.

All good. Very pleased and satisfied.

I like this author’s use of real fraud cases to explain or emphasize a point.

The read-it-to me audio was very difficult to listen to. Person reading had a very mechanical voice. Hard to keep my attention

The historical fact based examples of fraud were very helpful and relevant. These examples increased my awareness far more than just reviewing concepts of fraud. Thank you!

Wonderfully helpful in understanding fraud. A helpful hint for improvement: The narratives could be written more clearly. I found some of the sentence structures to be somewhat awkward and forgive me for being picky. I appreciate the knowledge you are sharing with us. :)

thank you

Very good real-life examples. Chapters covered a lot of relevant and diverse areas. A high-quality course.

Outstanding course material, examples extremely helpful. Read as if it were a great non-fiction book

The PDF was not very helpful. I could not find most of the answers.

This is the best course on fraud that I have ever taken ! I loved it, and the author of the course is absolutely superb !

Fantastic fraud examples and material

THIS WAS AN EXCELLENT COURSE / THANKS

The course material was well organized, detailed, and clear. The visual aids were extremely helpful as examples to illustrate the concepts discussed.