IA Micro Learning

Short, video-based training to keep advisers compliant and current on regulations.

Training for your Investment Advisers

Compliance topics made clear, quick, and easy to retain.

What is IA Micro-Learning?

Quest CE’s IA Micro-Learning catalog delivers compliance training in short, focused bursts, perfect for today’s busy investment advisers. Each course takes just 10–15 minutes to complete and combines quick-hit videos, knowledge checks, and interactive case studies to drive real retention. Whether used as part of an ongoing compliance initiative or as a proactive supplement to your existing program, this modern training format makes it easy to keep your team sharp, informed, and exam ready.

Course Catalog

Effortless Rollout

Assign training to your entire adviser population in just a few clicks. You can also monitor course completions, exam scores, and exam retakes so you always know who’s done and who needs a follow-up.

Automated Reminders

No more chasing down incomplete trainings. Our system sends automated reminder emails to anyone with a “not complete” status. It’s a hands-off way to boost completion rates and keep your program on track.

Customizable to Your Firm

Courses are ready to launch as-is, but easily customizable to reflect your firm’s unique policies. Using our Course Builder tool, you can update slides, add procedures, or tailor examples, no special skills required.

Benefits of Micro-Learning

Short form lessons that help firms reinforce what matters.

Bite-Size Training

Courses take just 10–15 minutes, keeping advisers engaged without disrupting their day.

Interactive Learning

Engaging videos, case studies and knowledge checks help reinforce key concepts.

Relevant Topics

Train on high-priority compliance topics like AML, fiduciary duties, and cybersecurity.

Reduced Risk

Keeps your advisers aligned with regulatory expectations — and your firm protected.

Video-Based Learning Modules

Preview a few videos that can be found within our micro-learning courses.

Play a few sample videos from our compliance training library. Each one is designed to deliver high-impact learning in a few minutes—perfect for busy investment advisers who need quick, actionable insights.

Bite-Sized for Busy Schedules
Real-World Scenarios
Visual & Auditory Learning
Behavior-Based Takeaways

IAR CE vs. Micro Learning?

How do I know what’s right for my firm – IAR CE, micro learning or both?

IAR CE

A NASAA model rule requiring investment advisor representatives to complete approved continuing education annually based on their state of registration to maintain compliance and registration status.

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