MILWAUKEE, WI – Quest CE, a trusted provider of compliance training and tracking technology solutions, announced today the addition of a new course, “Protecting Client Information in a Remote Work Environment” to its IA Micro-Learning e-learning catalog.
As remote and hybrid work arrangements become increasingly common, protecting client information remains a critical responsibility. This course explores common remote work and device security risks, practical habits that help safeguard sensitive information, and warning signs of potential fraud or unauthorized access. Through realistic scenarios, learners examine secure work practices, verification procedures, and response strategies that can help reduce risk while working outside the traditional office environment.
This course focuses on three core topics: 1) The Threats Advisers Encounter Every Day 2) Case Study: Investigate the Request and 3) When Something Doesn’t Look Right
Course Topics Include:
- Working Outside the Office
- Device Security
- Investigating Requests
For questions regarding this or other training courses, please contact us here. To view Quest CE’s course catalogs, 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 advisers, 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.
