Key Considerations When Choosing an IAR CE Provider
As a firm seeking an Investment Adviser Representative (IAR) Continuing [...]
22
05, 2024
9
04, 2024
Quest CE Releases Self-Study Course on Employee Group Benefit
MILWAUKEE – Quest CE, a trusted provider of compliance training [...]
22
01, 2024
7 E-Learning Courses for Data Privacy Week
This week, January 21-27, is Data Privacy Week, an initiative [...]
30
11, 2023
The CE Sales Funnel: How to Use it to Your Advantage
The sales funnel. Just like its name indicates, a sales [...]
28
11, 2023
How to get my Wholesalers Approved to Offer IAR CE
Have you ever considered offering IAR CE credits at one [...]
28
11, 2023
NASAA No Longer Requiring Exam for Live IAR CE Courses
Effective August 1, 2023, NASAA no longer requires an assessment [...]
17
11, 2023
U.S. Virgin Islands to Adopt IAR CE Regulations
The U.S. Virgin Islands is the latest to adopt NASAA’s [...]
15
11, 2023
Hawaii Joins List of States Adopting IAR CE in 2024
Hawaii is the latest state to adopt NASAA’s IAR CE [...]
6
09, 2023
The Value Behind Offering Value-Add CE
A firm’s wholesaling force has one main initiative; act as [...]
29
08, 2023
Five Essential ‘Back-to-School’ Firm Element Courses
Back-to-school season is in full swing and it's not just [...]
