Value-Add Continuing Education

With 30+ years' experience, we take the guesswork out of running your CE program!

Help your business stand out

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. Whether you plan to offer in-person or webinar continuing education as part of your sales strategy, we work with you to ensure your delivery method and content are approved to teach across all state and designation boards. With over 35 years’ experience, we know what it takes to deliver a compliant and successful value-add CE program.


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CE Delivery Options

Appeal to your greatest audience by offering different delivery options

Classroom CE 

Boost attendance at your next wholesaler meeting by offering classroom continuing education (CE). Worried about the paperwork that accompanies these events? We have you covered! From filing courses with the appropriate state/designation boards to processing completions, we have the tools, staff and technology you need to host your next CE event.

Online Public Exams

Do you want the advisors visiting your website to receive designation credit for the podcasts they listen to or the white papers they spend time reading? At Quest CE, we can help add value to your digital marketing efforts by offering continuing education credit as a way to entice website visitors to engage with your online materials.

Webinar CE

Hosting online continuing education webinars gives you the benefit of having a live instructor, without the inconvenience or cost of driving to a physical location. Firms have the option to use their own webinar technology, or ours, to easily set-up events, distribute polls and track participation. We’ll then file credits and notify attendees when they are processed.

Super CE

With Super CE becoming increasingly popular, we’re here to help you deliver this value-add service to your prospects and clients. To do this successfully, we offer off-the-shelf course options in addition to getting your custom content approved for delivery. Following the review session, advisors can take an electronic exam and immediately receive their certificates.

2020 Financial Advisor Survey

Learn how value-add continuing education helps build stronger, lasting relationships with the financial advisors you work with.

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Technology + Support

Better manage your instructor-led continuing education programs.

Smart Scheduling

Quickly identify scheduling conflicts in real-time by validating course/instructor approvals and cross checking regulatory requirements.

CRM Integration

Customize weekly data feeds that can pull information into your firm’s internal or third-party CRM, connecting external and internal wholesalers.

Dynamic Reports

In just a few clicks, we make it easy to download reports detailing exactly which events yours advisors attended and how many credits they’ve received.

Material Prep 

For live, classroom CE events, we take care of printing and shipping all required materials to the onsite location, such as sign-on sheets and outlines.



Quick Credit Processing

We handle all rostering and follow-up with advisors to notify them of credits being accepted and/or applied within 2-5 business days.



Content Development 

Our compliance team will work closely with your in-house course writers to develop content that has the highest chance of getting approved.



The Online Opportunity

Need help marketing to busy, traveling advisors?