Course Offerings

Browse our diverse catalogs for the latest industry hot topics!

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

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

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

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

Bolster your firm’s cybersecurity protocols with training on cybersecurity risks and best practices, phishing tactics and vendor management controls.

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

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

Receive state continuing education for Life & Health, Property & Casualty, NAIC Annuity Suitability, Long-Term Care and Ethics content.

Receive designation continuing education for certifications such as CFA, CFP, CFFP (CRPC/RP), IMCA, PRP (CLU/ChFC) and C(k)P.