2025 Conference Session Evaluation: Mind Over Markets: Behavioral Finance & Economic Realities for Today’s Advisor

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1. Please enter your full name. (Required.)

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2. Please enter your email address. (Required.)

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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

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* 1. Please enter your full name. (Required.)

Question Title

* 2. Please enter your email address. (Required.)

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.

1. Please enter your full name. (Required.)

2. Please enter your email address. (Required.)

3. Please mark your designation below.

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

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.)

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.)

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

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

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

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

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