Quest CE News

Find the latest course materials and corporate offerings.

Quest CE Releases Course on Millennial Investors

Quest CE today announced the addition of a new Firm Element course to its e-learning catalog. The course, “How to Work with Millennial Investors,” provides a basic overview of millennial investors and offers insight on how to work with this booming population. Read More

Stay Connected with our Interactive Discussion Board

To comply with FINRA’s requirement, our on-demand ACM solution easily tracks attendance and comes complete with an interactive discussion board that can be accessed at any time throughout the meeting. Read More

Quest CE to Attend FINRA’s Small Firms Conference

Quest CE today announced that it will be exhibiting for the first time at the upcoming 2017 FINRA Small Firm Conference in Santa Monica, CA. The annual conference, which runs from November 8-9, 2017, will focus on practices and tips for complying with FINRA rules from the unique perspective of small firms. Read More

FINRA Course Released on the AML Supervisor Role

The course, “AML – Supervisors: Understanding Your Role – Vol. 2,” discusses the obligations that supervisors have to ensure that their firm is in compliance with its AML program. Read More

Quest CE Named CE Quality Partner by CFP Board

Quest CE in Milwaukee, WI has been named a “CFP Board CE Quality Partner” after successfully meeting criteria established by Certified Financial Planner Board of Standards Inc. (CFP Board). Read More

Quest CE Hires Sammie Ice as Support Specialist

Quest CE is excited to welcome Sammie Ice to the position of Customer Service Support Specialist. Ice comes into this position with several years of customer service experience. Read More

Quest CE to Attend 2017 NSCP Conference

Quest CE is excited to announce its upcoming attendance at the 2017 National Society of Compliance Professionals (NSCP) conference in Washington, DC, October 17-18, 2017. Read More

Sadie Holtz Hired as Client Services Specialist

Quest CE is excited to welcome Sadie Holtz to the position of Client Services Specialist. In her new role, Holtz will be responsible for rostering clients’ continuing education credits with the appropriate DOI and Designation Boards, along with recording the course completions within Quest CE’s seminar administration tool, QuestTrak. Read More

Quest CE Releases Course on Back Office Operations

The course, “Back Office Functions and Operations,” focuses on the back office processes and the qualifications required by the individuals who contribute to, or perform these functions. Read More

Quest CE Releases Two New DOL Courses

Quest CE today announced the addition of two new Firm Element courses to its e-learning catalog. The course, “Department of Labor Fiduciary Rule: Eliminating Conflicts of Interest,” focuses on the DOL Fiduciary Rule and its effort to eliminate conflicts of interest in retirement investing. Read More