Quest CE’s Deferred Variable Annuity Training Program offers a complete, cost-effective solution for companies that are required to meet the Financial Industry Regulatory Authority (FINRA) Rule 2330 training requirements.
Program Features Include:
- 24×7 Online User Access
- Instantaneous Reporting
- Automatic Email Reminders
- Custom Course Creation
- Annual Course Updates
- Daily, Weekly, or Monthly User Uploads
- Online Certification
- Customized Web Portal
If you are an individual interested in fulfilling FINRA Rule 2330 requirement, click here to proceed to our course catalog.
FINRA 2330 Requirements
FINRA’s Variable Annuity Rule requires that financial institutions train their registered representatives on deferred variable annuities. Rule 2330 also requires that organizations and agents must understand the requirements of the new rule, establish a schedule for compliance training, and create and maintain a record-keeping system.
Developed by industry experts, Quest CE’s Deferred Variable Annuity Training Program allows supervisors and registered representatives to complete the online training module online their convenience. Once a student successfully completes a course, they may print a certificate of completion for their records. Additionally, compliance officers and program administrators can monitor student progress and completions online and all records are maintained through Quest CE’s instantaneous online record-keeping solution.
Quest CE’s Deferred Variable Annuity Training Program was designed to help financial professionals understand the suitability issues that affect the sale or exchange of deferred variable annuities. With our two distinct training modules, one for supervisors and one for producers, companies can ensure complete compliance with FINRA Rule 2330.
Need More Information?
To find out more about Quest CE’s FINRA Rule 2330 Training contact email sales@questce.com or call 877-593-3366 to speak with one of our dedicated sales professionals.
