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.
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Investment Advisor Training
Our cost-effective courses enhance your advisors’ ability to provide investment advice to clients, protecting the client, advisor and firm.
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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.
View ModulesAnti-Money Laundering
Whether your firm has retail, institutional or wholesale representatives, our online AML catalog has over 74 courses to fit your firm’s varying needs.
View CatalogNEW! Cybersecurity
Bolster your firm’s cybersecurity protocols with training on cybersecurity risks and best practices, phishing tactics and vendor management controls.
View CatalogNEW! MSRB Training
Deliver a corporate training program that’s designed to enhance your advisors’ skills and understanding of MSRB rules and regulation.
View CatalogFINRA E-Learning
Add FINRA-authored content to your to Quest CE account or purchase courses exclusively through FINRA’s online e-learning portal.
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Insurance CE
Receive state continuing education for Life & Health, Property & Casualty, NAIC Annuity Suitability, Long-Term Care and Ethics content.
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Designation CE
Receive designation continuing education for certifications such as CFA, CFP, CFFP (CRPC/RP), IMCA, PRP (CLU/ChFC) and C(k)P.
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