CFS Training Survey

The training session content was beneficial and provided a better understanding toward investment concepts.

	Strongly Agree	Disagree	Neither Agree Nor Disagree	Agree	Strongly Agree
Investment Philosophy

Brokerage Accounts

Advisory Accounts/Systems

Variable Annuities

Portfolio Income Annuities

Case Scenarios/Guest Speaker

Do you feel this course was relevant to building/strengthening your investment business?

Do you feel the material was time sensitive in regards to the stage that you are currently at in your career? Please explain.

What aspects of the training did you like the best? What aspects did you like the least?

What topic(s) do you should have been covered that were not? Are there any topics we should have spent more time on? Less time on?

Do you feel the length of the training class was appropriate?

Please explain your thoughts regarding time commitment, as well as the training held in the downtown location.

Overall, would you assess this training as positively impacting your investment practice?