What participants say about our programs:

  • In 30 years of taking the Ethics course, this has been the most entertaining and educational. Dan does a fabulous job.
  • I was skeptical going into this seminar but Dan made a dry subject enjoyable. I'm a CPA as well so I go to lots of CPE seminars. This was one of the best.
  • The format and presentation was so enjoyable, I did not realize I was learning about ethics. Thank you. It was the highlight of our Symposium.
  • The way the course is structured makes the 2 hour requirement go quite fast and it provides for enthusiastic engagement by the participants, a rarity in this type of CE course
  • I have never enjoyed an ethics class as much as yours in the 23 years of being a CFP® professional. Thank You!
  • Great job with a tough subject. Honestly, I expected it to be a real snoozer. However, you managed to maintain my undivided attention for the full 2 hours. That is quite an achievement. I've been married for 16 years and my wife still can't do it!!
  • So much better than a self study course. The webinar saves both time and money.
  • I liked the game format: fun and educational - can't beat that!
  • Ok. So it was mandatory CFP® ethics CE. But when we got started, I found myself engaged in the format and material. The format brought out my competitive side. I enjoyed the program.
  • It was amazing to see how well people participated. You made ethics fun!
  • It was fun, entertaining and informative. I was surprised when it was over because the time went by so quickly.
  • Dan's goal was for the two hours to fly by and he succeeded wonderfully. We actually had fun in an Ethics course. I'll say it again: fun. Great job Dan!
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