Continuing Education Change to Online Only Offerin

LPL Financial is gathering feedback from Program Managers, Branch Managers, and Advisors about a potential change in LPL Financial’s Continuing Education or CE program. This change may impact how advisors access courses, and how continuing education requirements are satisfied.

Please provide your feedback by completing the following survey.

* How do you typically complete your Continuing Education requirements?

By attending national conferences

Taking online courses

Through designation

Internal meetings

* Among the following conference activities, please rank the importance of each activity from 1 to 3.

Attending sessions that will help you grow your business
Networking, attending social functions, and as a business get-away
Being able to complete your Firm Element and other continuing education requirements

* What are the reasons you would take a course on-line? Select all that apply.

Cost savings

Takes less time

Can choose when I want to take it

Move at my own pace

* Of the following two choices, which way would you prefer to complete your Firm Element requirements?

Do the coursework on-line (anticipated cost for all courses will be less than $100)

Complete all courses at a single conference, even though the seven required sessions would take up a majority of your conference time.

* What reasons could you share for preferring to take all CE courses at a single conference instead of online?
Select all that apply.

Prefer live presentation of material

Not comfortable with online courses

Online courses are too expensive

Difficult to schedule time for online courses

Other

* Which of the following do you use to track your current CE requirements?

The CE Track Status tool on Resource Center

The Rep Report in BranchNet

My manager tracks my CE requirements for me

Other

This completes the LPL Financial Continuing Education survey.
Thank you for your time and responses!