Quest CE News

Find the latest course materials and corporate offerings.

Quest CE Enhances Outside Brokerage Account Disclosure Tracking Service

Quest CE announced today several enhancements to its Outside Brokerage Account Disclosure Tracking system. The updated service provides an effective way for firms to track, manage and control the intake of statements received from accounts opened by advisors and brokers outside the member firm. Read More

Quest CE’s Pennsylvania Annuity Course Approved

Quest CE is pleased to announce the approval of its Pennsylvania 4-Hour NAIC Annuity Training Course. The course fulfills the requirement put in place by the Pennsylvania Department of Insurance. Read More

Quest CE to Attend 2018 NSCP Conference

Quest CE is excited to announce its upcoming attendance at the 2018 National Society of Compliance Professionals (NSCP) conference in Atlanta, GA, October 29-31, 2018. The NSCP conference is one of the most comprehensive educational gatherings within the securities compliance industry. Read More

Quest CE Adds Correspondence Tracking Service

Quest CE introduced today a new disclosure service to assist firms in tracking corporate communications, as required by FINRA Rule 3110(b)(4): Review of Correspondence and Internal Communications. Read More

Quest CE Hires Sally Ruiz as Client Services Specialist

Quest CE, premier provider of compliance training and tracking technology solutions, is excited to welcome Sally Ruiz her new position as Client Services Specialist. Read More

Erica Matthews Hired as Client Services Specialist

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

Quest CE Unlocks Access to Course Builder

Quest CE announced today the general availability for firms to customize any off-the-shelf Quest CE course directly in its course authoring tool, Course Builder. There is no additional cost to use the tool, it's automatically included with a Quest CE training program. Read More

Quest CE to Attend FINRA’s 2018 Annual Conference

Quest CE today announced that it will be an exhibiting partner at the upcoming 2018 FINRA Annual Education Conference in Washington, DC. Read More

Quest CE Prepares for FinCEN’s New CDD Rule

Quest CE today announced updates to more than 80 of its Anti-Money Laundering (AML) courses to reflect FinCEN’s new Customer Due-Diligence (CDD) Rule. Read More

Quest CE Now Offering Online CPE Course Library

Quest CE today announced the roll-out of its new online Continuing Professional Education (CPE) course catalog. This catalog addition comes as Quest CE was recently named a Quality Assurance Services (QAS) provider by the National Association of State Boards of Accountancy (NASBA). Read More