Course Offerings

Browse our diverse catalogs for the latest industry hot topics!

Firm Element

Featuring over 450 courses, we offer a diverse range of the most current and comprehensive firm element training courses available to the industry.

Investment Advisor Training

Our cost-effective courses enhance your advisors’ ability to provide investment advice to clients, protecting the client, advisor and firm.

NASAA IAR CE (NEW!)

Comply with NASAA’s new investment advisor continuing education model rule, which requires 12 credits of annual CE in approved jurisdictions.

Annual Compliance Meetings

Utilize pre-built meetings, mix and match any one of our 92 modules, or create a custom presentation based on preexisting materials.

Anti-Money Laundering

Whether your firm has retail, institutional or wholesale representatives, our online AML catalog has 70+ courses to fit your firm’s varying needs.

Cybersecurity

Reduce risk and keep your firm and its members protected from potential cyber-criminal activity with cybersecurity training courses.

MSRB Training

Deliver a corporate training program that’s designed to enhance your advisors’ skills and understanding of MSRB rules and regulation.

FINRA E-Learning

Add FINRA-authored content to your to Quest CE account or purchase courses exclusively through FINRA’s online e-learning portal.

Insurance/Designation CE

Receive credit for your Life & Health/Property & Casualty license. We also offer designation, NAIC Annuity Suitability, LTC and Ethics content.

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