For its clients, Quest CE hosts a variety of quick guides, instructional booklets and whitepapers that can be utilized at anytime.
Check back often as materials are updated regularly.
- Branch Audit Instructional Booklet for the Internal Auditor
- Branch Audit Instructional Booklet for Program Administrator
- Firm Element Express ‘Quick Start’ Guide
- Quest CE’s Reporting Users Guide
- Branch Audit Instructional Booklet for the Registered Rep
- Annual Tracking Instructional Booklet
- Email Blast Utility Guide
- Bulk Load Utility Guide
- Utilizing Survey Builder
- 10 Do’s and Don’ts of Launching a Successful Training Program
- 10 Compliance Technology Trends for 2014
- [Infographic] CE Instructor Survey: Quest CE’s CE Seminar Tool Receives Rave Reviews
- 2014 Financial Advisor Survey: Capitalizing on Continuing Education
- [Infographic] Maximizing ROI with CE