Learn - Comply - Certify - All Year.
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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.
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CW
Fabulous high-level but comprehensive recapitulation of changes provided by the new BBB. Thank you!
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
ML
Great information! Thank you!
KL
Good overview from a registered investment advisor perspective.
RB
one to the best yet.
RF
Very good presentation.
JF
Interesting class
RL
Excellent overview of some of the new tax provisions that will affect the most taxpayers. Thanks.
LM
This was an interesting course. The lecture and materials provided were informative and easy to follow/understand.
EA
Thank you.
CK
Great course
Ilene Slatko
DSS Consulting
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