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Ethics included
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30+
Years of Experience4.5/5
Average Rating89%
Avg. Completion Rate150
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
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NR
This was a very good course for me. Even though I do not recommend investments to my clients, I can use the information presented in dealing with their tax issues
JA
The presenter was competent and experienced in the subject matter and her examples and suggestions made the course valuable and more interesting than it would otherwise have been.
BS
On a personal note I deal with my father who is 92 years of age and all of this information was wonderful information, especially on how to mix up asking -- do you understand, etc. Thank you, good class!
LV
great
JC
Timely material presented in an interesting manner
KH
Very good presentation !
NK
Great instructor and the fixed-income ladder topic was relevant for current clients
AK
Good information
PS
A very good overview of the important aspects of Secure 2.0 as it relates to retirement and savings planning. There are many changes that the instructor did a very good job of reviewing and she hit the high points within the hour. Good material to have.
JS
Very informative
RF
Convenient
TB
Thanks, I learned some valuable tips for presenting biases to clients in an effort to help them make better decisions.
Ilene Slatko
DSS Consulting
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