-Register Below-

Pack your gear and join Quest CE’s annual Summer Client Training Webinar! Our Account Executive Manager, MacKenzie Lindblom, will lead you on the journey of building a successful training program – from preparing essentials in your program portal to launching a roaring campfire of a program for your enrolled users within our Renaissance compliance management system.

During this presentation, you’ll learn essential platform navigation skills within Renaissance and key actions like adding users, assigning services, and rolling out efficient program notifications to keep your campers on track with their requirements.

Agenda

Pack Your Bags: What to Consider Pre-Launch

  • What Went Well Last Year? What can be Improved?
  • Review Training Options & Content Customization
  • Review Past Year’s Exam Findings

Set Up Camp: Account Settings, Users & Service Assignments

  • Update Account Details
  • Review Custom Portal Branding
  • Assign Training, Questionnaires etc.

Hit The Trails: Launch Your Program to Users

  • Using Quest CE’s Email Blast Tool
  • Creating your Message (Template)
  • Sending your Program Announcement Email/Reminders

Campfire Reflections: Monitor Progress

  • Reporting Access Available 24/7
  • Advanced Reporting and Filters
  • Comments and Approval Actions

Don’t be left out in the cold! Secure your spot by the fire to sharpen your skills on these client reminders and best practices. Register for the webinar today!

 

Register Now

 

The seat limit per session is 250 participants. The anticipated duration of this webinar is 45 minutes. If you or an associate is unable to attend the webinar but would still like a demonstration/copy of the presentation, please contact us 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 advisors, 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.