| "It was very helpful ... gives a lot of general
information ... I didn't know definitions ... good data and pictures ... I
work in Customer Relations and have to handle investment questions ... I
learned a lot that enables me to answer general questions here."" |
| -Anonymous, Annuity Board |
 |
| ""I liked it very, very much. Found first 5
lessons easy for me and last 2 more challenging. Excellent program ... I
recommend it to everyone here." |
| -Jeff Wall, Annuity Board |
|
| "I thought it was a very effective program ...
especially effective for newcomers. It was excellent. It is distributed
through our Human Resources Department." |
| -Nathan Hale, Citibank NA
(New York) |
|
| "I didn't have a business background, and I learned
all about bonds and mutual funds. Found it good and would recommend to
others. Was especially easy to follow and fun to do." |
| -Tahmina Rahman, Citibank
(New York) |
|
| "Was a good refresher for me. I am a Trust Officer and
work a lot with portfolio managers, so it helped. Would recommend to
others." |
| -Jailal Samaroo, Citicorp
Trust (Florida) |
|
| "Helped me know the basics and expand further than
that. I work with people who handle stocks and bonds, and it helped me
have a far greater knowledge than before I did the course. Would help
anyone who didn't know basics." |
| -Kewanda LeMon, J.P. Morgan |
|
| "I got some feedback from the 32 employees who did the
course. They said they were more knowledgeable about investing. They all
work in the Private Banking sector. ... Investment Competence was
good ... it was easy to go through, and they were able to go through it
without frustration. It was a good foundation for ... a talk from the CFO
regarding the investing philosophy of the bank. They could understand what
he was talking about and it helped them prepare for that." |
| -Deb Ralya, Trainer, Old
Kent Bank |
|
| "As I was taking Investment Competence, I was
also working on the Canadian Securities Course ... to learn about selling
stocks and bonds ... so used Investment Competence as my final review for
facts and figures and passed the exam. It was pretty basic ... not too
complex." |
| -Jason Desaulniers, VanCity
Credit Union |
|
| "Main thing was it helped me with terminology involved
in investing and the stock market. I didn't know anything before. The
graphics really helped me because I'm more of a visual person." |
| -Matt Paterson, Sprint |
|
| "This is a wonderful course! Additionally, when I
called with questions, the people I spoke with were friendly and helpful.
I am looking forward to receiving a catalog or additional information on
other courses ... Thanks for a great product!" |
| -Marty Harvey, Sprint |
|
| "It helped me. Graphics and examples were really
informative ... different rates of return, etc. ... all helpful. Wanted
information and got it regarding stocks, bonds, etc. Would recommend." |
| -Dawn Griffin, Sprint |
