Continuing Education Guidance in a Remote World

When unforeseen events arise, “business as usual” can be thrown for a loop. So in a time when organizations across the world are adjusting to remote work, it’s become even more important for companies to adopt digital strategies to stay connected with their customers.

Although in-person continuing education (CE) events have temporarily been put on hold, it doesn’t mean these “events” should stop all together. But without being able to meet with advisors in person, many of our customers are wondering: What would it take to transition our classroom-style continuing education into an online format?

In this article, we’ll explain which delivery methods can be done online, how to efficiently transition to these methods and what’s required to get started. 

What delivery methods lend themselves well to “remote” work?

Even if you have to move away from a traditional classroom-led event, you still have two great CE delivery options available.

If you prefer to stick with the live, interactive classroom vibe, Webinar CE is the way to go. This delivery method functions similar to a live event as it’s lead by an instructor and attendees have the ability to interact and ask questions as needed.

Alternately, online CE delivery is an excellent option for busy advisors who prefer having the flexibility to complete their CE requirements on their own time.

What would it take to transition to an online CE program?

Transitioning your program online is a simple process. To get started, we will work with you to establish your goals in terms of what course(s) you would like to deliver and what states/designation credits you plan to offer. From there, we can provide you with a time/cost estimate for your firm.

Are the state requirements different for webinar CE?

Similar to classroom continuing education, many of the states have the same requirements regarding affidavits, attendance tracking and credit value. One main difference in Webinar CE, however, is that attendees are asked to answer three polling questions throughout the presentation to confirm their engagement. Quest CE has experience complying with the state requirements and can provide additional guidance, as needed.

Would I have to refile my course content?

When switching from a classroom to a webinar event, you may need to refile courses based on the state credit that is being offered. However, there are several states that do not require refiling in this situation, such as Illinois, Colorado, and New York, to name a few. For a full listing of state’s that require content to be refiled, contact Quest CE at sales@questce.com.

Do I need webinar technology to get started?

To host a successful webinar event, you will need to have the proper technology in place. If your firm already uses webinar technology, great! If not, Quest CE has everything you need to get your webinar CE events off-the-ground. By working with us, you’ll have access to our webinar technology, as well as our staff who is readily available to host, moderate and track attendance for your webinars, leaving you to focus on what matters most – your advisors.

If you would like to learn more about how Quest CE can help you transition your classroom-based continuing education online, give us a call at 877-593-3366, or email us at sales@questce.com.