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.


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

Insurance CE

Receive continuing education credit(s) for your Life & Health/Property & Casualty license. We offer both General and Ethics CE!

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.

RIA Training

This catalog covers general investment adviser training that can easily be tailored around firm policies. It is *not* approved for IAR CE credit.

CFP CE + Ethics

Earn credits toward your CFP license! We also offer the CFP’s required ethics course: “Ethics CE: CFP Board’s Revised Code and Standards.”


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

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.

Designation CE

Earn credits for your active designations or certifications, including CFP, CPE, C(k)P and IWI – among several others.

FINRA E-Learning

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

MSRB Training

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

NAIC Best Interest CE

Pick your state and then locate best interest training options under the annuity category.

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