Set up a Firm Element program in 15 minutes or less, following three easy steps!
We know you wear a lot of hats. That’s why we developed Firm Element Express, a self-service solution that gives you complete control over your Firm Element Training program. Ideal for boutique broker-dealers, our intuitive system walks you through the steps of setting-up an account, assigning training and tracking results. It’s quick, cost-effective and the perfect alternative to our managed programs. We also give you access to your own customizable reporting dashboard to easily track course completions, exam results and training performance.
In just a few easy steps, you'll be able to set-up and manage your program.
You’ll first need to select your services, as well as how many users will require access to the system.
After that, you’ll be asked to enter your company’s primary contact information and create an administrator login.
Once within the system, you can add individual user profiles, assign courses and begin monitoring performance.
Same great services, without the added cost of an Account Executive.
Choose from over 450 Firm Element courses, ranging in length and difficulty.
Select one of our twelve pre-recorded annual compliance meetings.
Host social media policies and have representatives’ digitally attest.
Strategically determine what training needs to take place at your firm.
Verify your reps’ historical information is both accurate and up-to-date.
Track Outside Business Activities, Gifts, Entertainment and more…
You have questions – we have answers
Firm Element Express is ideal for small to medium-sized broker dealers that like working independently of their provider and are ready to launch their program today! We also offer account managed programs for those that prefer the assistance and experience of a Quest CE account executive. Click here to learn more about our managed programs.
Firm Element Express is an annual subscription that gives your firm access to the system and our purchased products for the entirety of the current calendar year. On December 31, if you choose not to renew your subscription, your program will be turned off. We also have the ability to set your program on an annual subscription, based on time of purchase.
You bet! The more services you bundle, the better your pricing. Contact our sales team at firstname.lastname@example.org for a custom quote.
Absolutely. We give you a detailed audit log of all user activities happening in your account, found within the reporting dashboard. Additionally, each transaction is time-stamped and archived for a total of seven years for recordkeeping purposes.
With Firm Element Express, you get access to our entire course library. That’s right, the whole thing! To browse our full catalog, click here.
No! There is no software to download, Firm Element Express is a hosted on-demand training system. You can launch, deliver and track training from anywhere you have access to the internet.
Like the idea of our Firm Element Express solution but think you may need a little more system assistance? Our managed Firm Element solution is perfect for larger businesses that require an extra hand in setting up and managing their account. Your compliance team will benefit from an experienced staff, customized services and a firm-appointed Account Executive. From day one, this individual will work with you in all aspects of your program, from launching your account, to running supervisory reports and consolidating year-end audit documents.