Learn - Comply - Certify - All Year.
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support@my-cpe.com.png "Ilene Slatko")
30+
Years of Experience4.5/5
Average Rating89%
Avg. Completion Rate150
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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WT
good info
JD
This was very useful info, and I think I will present some of it to my department to incorporate in how we talk to clients.
GB
Great information
CK
Great course
NK
Great instructor and the fixed-income ladder topic was relevant for current clients
KL
Good overview from a registered investment advisor perspective.
RB
one to the best yet.
RF
Very good presentation.
DB
Very good course
LM
This was an interesting course. The lecture and materials provided were informative and easy to follow/understand.
CG
Very informative. I think I will rewatch and keep the handout for review.
EG
I enjoyed this course and learning about the different considerations that factor into evaluating a company's overall benefits plan.
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Ilene Slatko
DSS Consulting
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