Learn - Comply - Certify - All Year.
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20+
Years of Experience4.6/5
Average Rating92%
Avg. Completion Rate120+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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SH
I found this course to be really useful in streamlining what to consider and how to discuss different financial planning issues.
JG
Presenter provided a concise and informative overview of the subject matter in an easy to understand way. Good information was shared.
ER
Great webinar with clear and concise information. A great refresher for industry veterans and good information to newer practicioners.
LZ
Good presentation and information.
AL
Anne was very effective in presenting the subject matter. It was clear that she knows the issues and presents it very well and easy to understand.
VH
It is really sad how many people are probably living check by check and not able to even think about financial planning for their futures. Fortunately, I think I have it under control.
RB
very informative
RB
Great presentation
DG
Very informative and can be used on the job.
LL
Presentation was packed full of detailed information, presenter was exceptional & articulate. Handouts & examples are very helpful. Presentation ran over 2-3 mins which is a concern if trying to get to a following meeting or webinar. Thank you.
LN
Good speaker, good explanation of main investment options.
NT
Great course!
Anna Knight | CFP
Simplicity Financial
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