What's New Webinar Series

Join us as we recap some of Quest CE's newest products and system enhancements.

What’s New at Quest CE

March 13, 2019 @ 12PM

In this webinar, we’ll demonstrate how to automate, capture and track potential conflicts of interest and how to update your online policies and procedures for 2019. We’ll also walk through a new addition to the system, which helps users identify the credit value of each insurance/designation continuing education course.

Recording

What’s New at Quest CE

February 13, 2019 @ 12PM

In this webinar, we’ll highlight the benefits of launching your Individual Needs Analysis early in the year and how our survey technology can help you to identify the training needs of your employees. We’ll also spotlight our Course Interactivity and provide a recap of the recent User Group Meeting.

Recording

 

What’s New at Quest CE

January 9, 2019 @ 12PM

This week is all about our Branch Audit solution! Find out how auditors now have the ability to send an attestation letter identifying “issues” discovered during an audit to branch supervisors. These issues can then easily be tracked, followed-up on and closed, all within the system.

Recording

 

What’s New at Quest CE

December 12, 2018 @ 12PM

We know as well as anyone that December is all about catching up on those important end-of-year compliance deadlines. It’s for that reason that during our upcoming What’s New at Quest CE webinar, we’ll share important year-end tasks to help set you up for success in 2019! This includes how to add/terminate users, targeting your “Naughty List” and how our Rep Summary services can help organize and update your users’ end-of-year FINRA renewals. 

Recording

 

What’s New at Quest CE

November 14, 2018 @ 12PM

During this webinar, we’ll focus on our outside brokerage accounts tracking service. Specifically, we’ll focus on two distinct areas of functionality: the intake of an account opening request and the management of those affiliated statements. Compliance teams will learn how to not only approve/reject submitted disclosures in our system, but also upload and store those statements in a WORM-compatible format.

Recording

 

What’s New at Quest CE

October 10, 2018 @ 12PM

In this webinar, we’ll discuss our new anti-harassment training course, and sexual harassment prevention policy, designed to meet New York State’s “Preventing Sexual Harassment in the Workplace” law, which takes effect October 9, 2018. We’ll also walk though our new Correspondence Tracking service, which provides firms with the ability to record and approve their representatives’ incoming and outgoing securities-related client correspondence.

Recording

 

What’s New at Quest CE

September 12, 2018 @ 12PM

In this webinar we’ll demonstrate the difference between our policy management tool and resource library. We’ll also showcase how to customize firm and user-specific service flags.

Recording

 

What’s New at Quest CE

August 8, 2018 @ 12PM

In this webinar, we’ll discuss Lesson Plans, including a new report that allows you to easily identify which of your users are assigned to each Lesson Plan. We’ll also touch on a new reporting filter and introduce an easier way to add and invite new administrators to your account.

Recording

 

What’s New at Quest CE

July 11, 2018 @ 12PM

Ever wish you could easily click through our courses to make sure the content is a good fit for your users? Now you can! Join us next week as we introduce this new course preview functionality. We’ll also provide a sneak peek of our ongoing course redesign and showcase how compliance officers can begin customizing any of our off-the-shelf courses, at no additional cost to their firm.

Recording

 

What’s New at Quest CE

June 13, 2018 @ 12PM

This month we’ll introduce our new on-demand Knowledge Base Center. We’ll also review a recently created Rep/Producer Summary report that tracks changes/amendments to user information and spotlight how to easily request any course content PDFs for audit purposes.

Recording

 

What’s New at Quest CE

May 9, 2018 @ 12PM

During this 20-minute webinar, we’ll introduce new graphical dashboard reports. We’ll also cover how to add comments and upload supporting documentation to a completed questionnaire and how to be notified if/when a user fails an exam.

Recording