Since 1986, Quest CE has built a reputation for being the premier provider of Compliance Continuing Education to the financial services industry. In addition to offering insurance and designation continuing education (CE), which includes CFP, CPA, CPE, CPA, ChFC and CIMA designations, Quest CE also provides a complete spectrum of compliance training and supervisory solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element program and compliance tracking procedures.
FINRA CE Programs
Quest CE’s state-of -the-art continuing education solutions can be launched in hours instead of weeks! Our state of the art proprietary learning management system, Renaissance, provides intuitive tracking and reporting, interactive course content delivery, user-friendly course navigation and unparalleled administrative features. Quest CE’s industry authored course content is current with today’s trends and audited annually. Click here to learn more.
- Securities Exam Preparation
- Needs Analysis Surveys
- Firm Element Training Programs
- Firm Element Express 2.0
NAIC Annuity Training
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Quest CE simplifies NAIC’s Annuity Training requirements for producers, insurance carriers and broker-dealers with our premier NAIC annuity suitability training solution, featuring the industry’s first real-time reciprocity engine. Quest CE’s NAIC platform features a simple three step process that allows producers to either self register for their training or have their training front end loaded by their carriers. Our system assists producer product training, while maintaining a cost-effective, comprehensive carrier solution. Quest CE also provides daily data feeds of producer’s completion records to broker-dealers and distributors. Click here to learn more.
CE Providership Administration
Quest CE is the industry’s largest Third Party Administrator for organizations maintaining their own Continuing Education Providerships. We offer dynamic custom training solutions, superior customer service and advanced administrative features for over 350 top tier organizations, all maintained in our proprietary Insurance CE Administrative Tool, Questtrak. Click here to learn more.
Insurance CE Courses
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All of our courses meet all 50 states’ individual CE requirements. Credits are rostered within two business days and certificates can be printed immediately upon completing the course (in states where applicable).
- Custom Tailored for Adult Learning
- Mobile-Ready Training: Smartphone, Tablet, Laptop
- Real-Time Support Options
- Click-As-You-Go format for Active Learning
- Bookmark Capabilities
Designation CE Courses
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- Certified Financial Planner (CFP)
- Certified Public Accountant (CPA/CPE)
- Chartered Financial Consultant (ChFC)
- Certified Investment Management Analyst (CIMA)
- Certified Private Wealth Advisor (CPWA)