Quest CE offers two options to help firm’s meet their Firm Element Training Requirements.
Complete Turnkey Solution
We offer a complete turnkey solution including Needs Analysis, Training Plan Development, Compliance Management and Custom Course Content or access to Quest CE’s Course Library.
Course Content Only Solution
For organizations looking for content only, Quest CE offers complete access to our course robust course library or custom course development. Whatever your course or training needs, Quest CE has a solution that will work for you.
Organizational Hierarchy and Admin Tools
Your organization can modify and add students to the initial organizational hierarchy with our self-sufficient, web-based administrative tools. Your learning portal can be customized to your firm through the addition of a company logo, color scheme, company specific FAQs, documents, and contact information.
User Login Setups
Customizable login setups are available. Options for login setup include:
- Standard setup: Your organization provides users with a unique Username and Password.
- Pre-authorized setup: Your organization submits or uploads user information along with the courses to be completed by each student. The organization will need to provide the employee’s first name, last name, and email address in order to uniquely identify each user on the Quest CE platform. If needed, additional information may be included during the setup process.
- Single sign-on: Our technology team can work with your organization to setup a single login. Single sign-on allows your employees to login with their existing corporate username and password in order to access the Quest CE website.
Firm Element Dashboard
Convenient, Customizable, On Demand Reporting
Overview
The user interface of our web-based learning portal is both convenient and easy to navigate allowing your students to focus on completing their curriculum. The Firm Element Dashboard provides extensive reporting capabilities, enabling you to efficiently monitor the progress of students within your organization by both curriculum and course. Administrators are able view which students have completed, started, or not started their curriculum from their centralized location.
Customizable Curriculum
Your organization can customize your curriculum based on over 100 courses available in our Firm Element library. Curriculum can integrate required courses, as well as chosen electives within your organization’s curriculum. Additionally, the Quest CE Learning Portal allows you to load courses or content that students may have taken and/or completed outside of the current Firm Element Library providing simplified tracking of all curriculum courses in one central database.
Email Alerts
Email alerts can be sent to those students who have not completed their required course content. These alerts can be customized by your program administrator f0r example, administrators have the ability to customize the alert notification timing and edit the text of the emails sent to their respective employees.
Summary
Quest CE’s Firm Element program allows your employees convenient access to their curriculum and puts your administrator in the optimal position to successfully manage your Firm Element program.
Four Tiered Approach
- Needs Analysis
- Training Plan Development
- Compliance Management
- Custom Course Content or Access to Quest CE’s Robust Course Library
Needs Analysis
Quest CE will assign a dedicated program coordinator to your firm element training program. This individual will work with you to analyze compliance areas that are critical to your annual program and help you develop a successful training plan.
Training Plan
Based on the results from the needs analysis, the firm element training plan outlines recommended courses for covered persons based upon experience and area of responsibility.
Compliance Management
Our online program allows you to minimize in-house resources. Your administrator and students can easily check course completions online with the touch of a button. With the help of automated email reminders, your company can ensure their complete compliance with minimizes administrative tracking
Customized Course Curriculum
Quest CE offers over 100 industry-authored online courses that can be used to satisfy firm element training requirements. Many of our available courses are also approved for both insurance and designation continuing education. At Quest CE, we customize all of our programs to ensure every firm receives custom tailored, quality assured firm element training.
Need More Information?
To find out more about Quest CE’s Complete Firm Element Solution, email our sales deparment at sales@questce.com or call 877-593-3366.
