As a firm seeking an Investment Adviser Representative (IAR) Continuing Education (CE) provider, it’s essential to ask the right questions to ensure you’re getting the best value and service for your team. Here are some important factors to consider:

Do we offer CFP dual credit in addition to IAR CE credit?

Quest CE offers courses approved for both IAR CE and Certified Financial Planner (CFP) dual credit. This can save your team time and money by allowing us to fulfill both requirements simultaneously. With Quest CE you can ensure that the majority our IAR CE courses are approved for CFP dual credit, with only minimal exceptions.

Do we have a process in place to ensure duplicate courses are not taken year over year?

With Quest CE we have a system in place to prevent users from taking the same IAR CE course multiple times under the same profile. This helps ensure that your team is always learning new material and not wasting time or resources on redundant courses. Additionally, we release new IAR CE packages annually, containing a fresh set of course credits to avoid overlap from the previous year.

Do you have an easy way to pull completion reports?

We empower client administrators with 24/7 reporting access, allowing you to easily monitor your team’s progress. With our user-friendly Training Activity Report, you can quickly identify which users have or haven’t completed the IAR CE training courses assigned to their profile for the respective program year. Quest CE puts you in control of your team’s continuing education journey.

At Quest CE, we are committed to providing the highest quality IAR CE experience for your firm. With our CFP dual credit advantage, duplicate course prevention, and comprehensive reporting, you can trust that your team is receiving the best possible continuing education.


About Quest CE

For over thirty-five years, Quest CE has been a trusted provider of compliance training and tracking solutions to the financial services industry. In partnering with more than 2,400 leading insurance carriers, broker-dealers, registered investment advisors, and other financial institutions, Quest CE offers a full suite of proprietary technology solutions while delivering an unmatched level of customer service.

Through the delivery of advanced custom solutions, Quest CE honors its mission to empower financial institutions with easy-to-use technology that simplifies their compliance and continuing education programs. For more information on Quest CE, visit