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.

View Catalog


Investment Advisor Training

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

View Catalog


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 Modules

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.

View Catalog


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

View Catalog

MSRB Training 

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

View Catalog

FINRA E-Learning

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

View Catalog View Portal



Insurance CE

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

View Catalog View Portal



Designation CE

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

View Catalog View Portal