Quest CE News

Find the latest course materials and corporate offerings.

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FINRA Course Released on Compliance Reminders

Quest CE today announced the addition of the new FINRA Firm Element course, “FINRA – Annual Compliance Reminders for Retail Registered Representatives – Vol. 7,” to its e-learning catalog. Read More

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Madeline Pieschel Hired as Client Services Specialist

As a Client Services Specialist, Pieschel will be responsible for rostering clients’ continuing education credits with the appropriate State Departments of Insurance (DOI) and Designation Boards. Read More

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Quest CE Announces Agreement with FINRA to Deliver CFP Credits

Quest CE is pleased to announce an agreement with FINRA (Financial Industry Regulatory Authority) to deliver its CFP (Certified Financial Planner) continuing education credits directly through Quest CE’s Compliance Management System, Renaissance. Read More

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Heather Dall Hired as Client Services Specialist

Quest CE is excited to welcome Heather Dall to the position of Client Services Specialist. In her new role, Dall will be responsible for rostering clients’ continuing education credits with the appropriate State Departments of Insurance (DOI) and Designation Boards. Read More

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Quest CE Offers Course on Communication Rule

The course, “Investment Advisors: Communication Compliance - SEC,” provides advisors with extensive information about how to properly advertise to the public while assuring compliance with the SEC’s communication rules. Read More

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MEMORIAL DAY SALE: 20% Off Insurance CE

After enjoying your Memorial Day BBQ, come shop our biggest Insurance and Designation Continuing Education (CE) sale of the year! Now through Monday, take 20% off your entire online purchase when you enter discount code MD2017 at checkout. Read More

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New Course Available on Net Unrealized Appreciation

Quest CE today announced the addition of the new Firm Element course, "Net Unrealized Appreciation," to its e-learning catalog. The course, “Net Unrealized Appreciation,” examines the potential benefits and regulatory requirements that are associated with NUA tax treatments. Read More

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[WEBINAR] Investment Advisor Industry Happenings

In this 25-minute webinar, Quest CE Manager of Sales, Jennifer Greene, will shed light on some of the most discussed topics among investment advisors today, as well as provide tips on what firms can do to better prepare for an SEC investigation. Read More

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Ashley Drake Hired as Client Services Specialist

Quest CE is excited to welcome Ashley Drake to the position of Client Services Specialist. In her new role, Drake will be responsible for rostering clients’ continuing education credits with the appropriate State Departments of Insurance (DOI) and Designation Boards. Read More

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Quest CE to Attend FINRA’s 2017 Annual Conference

Quest CE today announced that it will be an exhibiting partner at the upcoming 2017 FINRA Annual Education Conference in Washington, DC. Read More