Delivery Types
Appeal to your greatest audience by offering different delivery options.
Course Management
Quest CE will file and keep active all of your approved courses. We also have the resources to author and/or review your content, as needed, which provides you the highest possible chance of course approval.
Instructor Management
We also file and keep active all your instructors for approval with the designation and insurance boards. Before filing, Quest CE will verify that the minimum standards are met with the boards for approval.
Attendee Credit Rostering
Our team submits course completions typically within two business days. Attendees will receive an email from Quest CE advising them that their credits have been processed and how to access their certificate(s).
Platform Features
Our system makes it easy to file courses/instructors and schedule CE events.
Why Work with Us?
Watch this short video on why firms work with us to help manage their Value-add CE.
We Know What it Takes
In today’s highly competitive industry, it’s become increasingly difficult for your wholesalers to not only maintain, but grow their business. To face this challenge, more and more companies are integrating continuing education classes into their wholesaler presentations as a means to generate new leads, deepen advisor relationships and increase ROI.
Events
Processed
INFOGRAPHIC:
Capitalizing on Continuing Education
2023 Financial Advisor Survey Results
When it comes to the financial advisors you work with, have you ever wondered how much they value the continuing education (CE) you offer? Or what topics of education they’re most interested in? Well, you’re in luck! We surveyed over 20,000 advisors to find the answer to these and many more questions.
Contact Us
Submit the form to talk to one of our product specialists!
