Quest CE News

Find the latest course materials and corporate offerings.

Quest CE Releases Training Plan for NAIC Best Interest Standard

On February 13, 2020, the NAIC formally adopted revisions to its Suitability in Annuity Transactions Model Regulation to increase consumer protections by requiring insurance agents to act in the “best interest” of their consumers when making annuity recommendations. As a premier provider of NAIC annuity suitability training, Quest CE will begin offering updated annuity training by the January 1, 2021 effective date. Read More

Fall into Compliance: Program Best Practices

In our upcoming webinar, we’ll share tips for successfully transitioning your annual compliance meeting to a virtual delivery method. We’ll also demonstrate some of the key features of Quest CE’s system, including how to utilize the Email Blast Tool and run important year-end reports. Read More

Going Digital with Compliance in Today’s Landscape

In our upcoming webinar, we’ll engage with the audience to get a pulse on how financial firms are handling the transition to remote work while managing their day-to-day compliance processes. Read More

New Course

Quest CE Releases Course on MSRB Rule G-43

Quest CE today announced the addition of the new Firm Element course, “MSRB G-43: Governing the Activities of Broker’s Brokers,” to its e-learning catalog.
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New Course

Quest CE Releases New CFP Ethics Course

Quest CE today announced the release of the new Code and Standards Certified Financial Planner (CFP) Ethics course. This course will satisfy the new standards going into place on October 1, 2019. Read More

New Course

Quest CE Releases Course Covering Ethical Issues

Quest CE today announced the addition of the new Firm Element course, “Ethical Issues Facing the Financial Services Industry,” to its e-learning catalog. Read More

Quest CE’s Culture Earns National Recognition

Quest CE is thrilled to announce that it has earned recognition in 2020 as a Best and Brightest Company to Work For in the Nation. This is the second consecutive year Quest CE’s exceptional culture and unmatched benefits has earned the company recognition as a National Best and Brightest winner. Read More

Quest CE Automates Super CE Management Process

Quest CE is excited to announce the release of its newly improved Super CE solution, which automates and simplifies the way CE administrators implement this multi-credit offering. Read More

New Course

Quest CE Releases Course on Diversity and Inclusion

Quest CE today announced the addition of the new Firm Element course, “Working Towards Diversity and Inclusion in the Workplace,” to its e-learning catalog.
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New Course

Quest CE Releases Course on SEC Reg BI Guidance

Quest CE today announced the addition of the new Firm Element course, “SEC Regulation Best Interest FAQs, Guidance and Exam Preparedness,” to its e-learning catalog. Read More