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 investment advisor continuing education model rule, which requires 12 credits of annual CE in approved jurisdictions.

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

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

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

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

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

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

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

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

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

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