Why Super CE is Attracting More Financial Advisors

When it comes to making a decision on how to fulfill one’s continuing education (CE) requirement, there has been a long-standing debate about online vs classroom study. Although the options lead to a similar end result, the two mediums could not be more different. Online learning essentially allows you to study at your own pace, while classroom training tends to be carried out by certified trainers with real-life experience.

In recent years, however, a new delivery format has gained popularity. Allow us to introduce Super CE, a unique live CE delivery method that grants advisors several hours of CE in just one-hour of classroom time. In this article we explain what Super CE is, how it works and why advisors prefer it over other traditional learning methods.

What is Super CE?

Sometimes referred to as Correspondence CE, Super CE is a combination of two forms of continuing education: 1) a multi-credit self-study course and 2) a 1-hour classroom review session/exam. This makes it easy for advisors to complete several hours of continuing education through a one-hour review session, followed by a corresponding exam. This service is appealing to advisors looking to sharpen their skills, expand their knowledge and earn CE credit in a relatively short amount of time.

How does Super CE work?

Once an advisor registers for the Super CE course, they gain access to the course study materials, which they are responsible for reviewing on their own time. When it comes time for the event, the wholesaler will host a live, in-person review session to help advisors prepare for the corresponding exam. If the advisor receives a passing grade of 70% or higher on the exam, they will earn the allotted number of CE credits.

How does offering more CE make a difference?

There’s no question that keeping up with continuing education is important for advisors, but that doesn’t necessarily mean that it’s everyone’s favorite task. What makes Super CE so appealing is that it allows advisors to review the self-study materials on their own time, while meeting a large portion of their credit requirements in one sitting.

With that being said, this CE offering is ideal for those busy, just-trying-to-comply advisors. You know – the ones who may not be willing to sit through live training, only to get a few hours of CE credit. By capturing this new audience, your wholesalers will have an opportunity to showcase their industry knowledge while pitching their products to the attendees. At the end of the day, advisors walk away with several CE credits under their belt, and your wholesalers have a new set of leads to add to their sales funnel.

What is the Quest CE difference?

With over thirty years of industry experience, our team of compliance specialist is equipped with the knowledge and tools to ensure your Super CE program goes off without a hitch. Simply choose one of our off-the-shelf training options or send us your content and we’ll take care of getting it approved with the appropriate state and/or designation board.

Once the course is approved, your advisors will be able to access the study materials online, through your firm’s custom portal. At this point, they will also register for your firm’s 1-hr live review session. During this one hour live meeting, advisors will have the option to take their exam online, so credits are processed immediately, versus waiting for the paper exam to be graded and processed.

Following the event, you’ll have complete access to your attendee information, which is tracked in our CE management tool, QuestTrak. Have your own CRM? No problem! We can set up data feeds that will automatically send attendee information from our platform to your in-house system.

If you’re ready to diversify your CE program, then it’s time to give Super CE a try! To learn more about this unique offering, give us a call at 877-593-3366, or email us at sales@questce.com.