MILWAUKEE, WI – Quest CE, trusted provider of compliance training and tracking technology solutions, announced today the addition of its new course, “529 Plans: Rules and Responsibilities,” to its Firm Element e-learning catalog. 

Participants gain a comprehensive overview of 529 plans, including prepaid tuition and education savings options, and how they help families save for education in a tax-advantaged way. The course explains eligible expenses, federal updates that broaden allowable uses, and the connection between 529 plans and ABLE (Achieving a Better Life Experience) accounts. Learners also review key communication, documentation, and compliance considerations when recommending 529 plans to clients. 

This course focuses on three core topics: 1) Understanding Gift Tax Treatment in 529 Plans 2) Eligible Expenses and Special Features of 529 Plans, and 3) Compliance and Client Conversations 

Course Topics Include:    

  • 529 Plan Fundamentals 
  • Regulatory Oversight  
  • ABLE Account Rollovers 

For questions regarding this or other Firm Element courses, please contact us here. To view Quest CE’s Firm Element course catalog, click here. 

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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 www.questce.com