2024 Conference Session Evaluation: Managing Tradeoffs – Evaluating Investment Goals in the Context of the Financial Plan

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* 1. Please enter your full name.

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* 2. Please enter your email address.

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* 3. Please mark your designation below.

CFP – If this program has CFP credit, ACP will report your attendance to the CFP board and provide you with a certificate of completion, which you may also provide to NAPFA.

CPA/PFS – If this program has NASBA credit, it is required that you complete this evaluation in order to receive CPE credit. ACP will provide you with a certificate of completion, but you are responsible for submitting your attendance to the appropriate boards of accountancy.

IRS/EA – If this program has IRS credit, ACP will report your attendance to the IRS and provide you with a certificate of completion.

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* 4. Were the stated prerequisite requirements appropriate and sufficient? (Please rank, 5 being the highest score and 1 being the lowest score.)

Low 1

High 5

Low 1

High 5

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* 5. Were learning objectives stated in the presentation, and were those objectives met? (Please rank, 5 being the highest score and 1 being the lowest score.)

Low 1

High 5

Low 1

High 5

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* 6. Were the program materials relevant, and did they contribute to the achievement of the learning objectives? (Please rank, 5 being the highest score and 1 being the lowest score.)

Low 1

High 5

Low 1

High 5

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* 7. Was the presenter(s) effective in communicating the material? (Please rank, 5 being the highest score and 1 being the lowest score.)

Low 1

High 5

Low 1

High 5

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* 8. Was the time allotted to the learning activity appropriate? (Please rank, 5 being the highest score and 1 being the lowest score.)

Low 1

High 5

Low 1

High 5

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* 9. Were the facilities/equipment appropriate? (Please rank, with 5 being the highest score and 1 being the lowest score.)

Low 1

High 5

Low 1

High 5

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* 10. Were the audio and video materials effective? (Please rank, 5 being the highest score and 1 being the lowest score.)

Low 1

High 5

Low 1

High 5

Question Title

* 1. Please enter your full name.

Question Title

* 2. Please enter your email address.

Question Title

* 3. Please mark your designation below.

Question Title

* 4. Were the stated prerequisite requirements appropriate and sufficient? (Please rank, 5 being the highest score and 1 being the lowest score.)

Question Title

* 5. Were learning objectives stated in the presentation, and were those objectives met? (Please rank, 5 being the highest score and 1 being the lowest score.)

Question Title

* 6. Were the program materials relevant, and did they contribute to the achievement of the learning objectives? (Please rank, 5 being the highest score and 1 being the lowest score.)

Question Title

* 7. Was the presenter(s) effective in communicating the material? (Please rank, 5 being the highest score and 1 being the lowest score.)

Question Title

* 8. Was the time allotted to the learning activity appropriate? (Please rank, 5 being the highest score and 1 being the lowest score.)

Question Title

* 9. Were the facilities/equipment appropriate? (Please rank, with 5 being the highest score and 1 being the lowest score.)

Question Title

* 10. Were the audio and video materials effective? (Please rank, 5 being the highest score and 1 being the lowest score.)

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* 11. Please provide any additional comments regarding strengths, improvements, etc.