One hour of credit?

Question 2 did not appear to have a correct answer. Estimated Current Value. Very frustrating.

I did not need the PDF of the course to teach me what an Asset or Liability was. Seemed like it was written for a first-year accounting student.

Excellent Course.

Horribly presented. What I thought was a CFP CE class appeared more like a CPA refresher course. More emphasis on regulator codes in IRS book. Next time, focus on the title: PERSONAL FINANCIAL STATEMENTS and less emphasis on citing IRS codes and subchapters.

This was boring. More side by side text to examples would have been more interesting. Otherwise it's a lot of words without meaning.

I love the open book exam

As always and over 10 years of your education and service is Excellent!! Thank you

N/A The course was very informative.

Takes a very long time to complete course. The exam questions are very difficult to answer.

each question weight too much for 1 credit hour class, make it easy to fail the test.

Intuitive. Straight-forward.

The sample personal financial statements and notes were very informative in presenting and illustrating the course material.

Thanks for all the live examples and would like to see more

It would be very helpful to have an actual person read the content rather than an AI Bot. The bots lack of intonation, appropriate pauses and pronunciation at times makes it very hard to focus on what is being said.

This course material was too technical for the objective.

graphic inserts weren't really graphics or illustrations, they were more text . restatements really.

This course was way too technical for my purposes. This was more like what a CPA would need to study. It was good thing the test was very big picture.

Read-it-to-me-audio is distractingly robotic. It contains multiple instances of mispronunciations and pauses that are lacking or inappropriate.

Course was definitely too high level and intricate for a 1 hour credit. Very technical.

Poorly written. It reads like something a lawyer would write, i.e. written in such an exacting way that its assertions cannot be challenged, rather than written in such a clear way so that it easy to learn from. Also, it would have been better if began, continued, and ended with a sample (or multiple sample) of the statements throughout. Fortunately, the sample statements were finally introduced in the end, but the course would have been better if the whole thing were written against a framework of easy-to-follow and typical personal financial statements.

Excellent course, well done.

Not good. Unclear, and not helpful. Keep it to the real world for us planners.

good course

I studied finance, been a financial advisor for many years, now a relatinship manager in wealth management, and I have never seen firms or advisors prepare a statement of changes in NetWorth. I've always understood the importance of "why you want to continue growing your NetWorth" but to clearly see a breakdown of what contributes and what decreases was fantastic. Thank you!

This course was not what i thought it would be and though it met the requirements was not easy for me to pass

I think this course could be improved by being rewritten in clearer, simpler language, instead of relying on the technical-language quotation sections utilized so frequently in this course.

This class was not what I expected. It was full of unhelpful regulation numbers and no real information and poorly presented. This is the first disappointing class from webce.

I choose WebCE because the courses are easy to navigate, and CE credits are reported in a timely manner. Thank you for making this process easy!

This course has no business for inclusion in the offerings for CFP licensee's. Rather it belongs in offerings for CPA's. Crediting only one hour for the course is ridiculous, based on the amount of time and energy required to absorb the material

Making the course much more readable would be great. I felt like I was reading straight up tax code at times, which made the material very dry.

Know the Rule # is not important. Knowing the rule itself is important.

EXCELLENT!

A FINANCIAL IS SIMPLY ASSETS MINUS LIABILITIES EQUALS NET WORTH ( NOT ALL THE NUMBERS OF THE VARIOUS LAWS )

I like the approach of Asset TV and the folks at Gleim where you have a short lecture than exercise questions and the ability to go back and see what you got wrong. I like to learn from CEU not just try to complete the annual requirements. Especially each year as I get older I need good material to help me focus on new topics and refresh my memory about old ideas.

It seems that there could be some more creative/visual ways to present this material.

Very happy with the material and content. Thank you.

The exam questions were ridiculous. No CFP needs to know the section of the IRS code related to financial statements. It can be looked up. This course was ridiculous.

The information on valuation and disclosure was very helpful.

WebCE is a great resource for cost-effective completion of CFP CE credits. However this course on Preparing Personal Financial Statements is full of Legalese gobbledegook and is outdated not practical and not applicable.There are other similar courses that are easier to understand and can be used in day to day practice. I recommend deleting this course from webce and revamp please!

This course did nothing to help an actual financial planner create financial statements for clients. It appears to have been written by someone who knows absolutely nothing about financial statements and financial planning. Focusing on the ASC topic numbers and similar useless information vs. focusing on actual personal financial statements and why we should use them for clients seems like a complete miss.

Good illustrations of personal financial statement preparation and disclosures.

Course material, adequate quantity, clearly explained and questions appropriated worded. Thank you.