Company
Over the past 20-plus years, Quest CE has built a reputation of being the premier provider of Continuing Education to the financial services industry. In addition to offering CE for professionals holding insurance licenses and professional designations like the CFP, CIMA, CLU/ChFC, and CPA designations, we also provide a complete spectrum of training solutions.
Our focus on technological innovation, custom solutions, and superior customer service has led Quest to be the recognized leader in securities and insurance training and compliance management.
Our Firm Element training program is the industry’s most advanced and cost effective compliance solution. Serving firms with as few as five employees to major, multi-national corporations with more than 10,000 representatives, our program is both scalable and customizable.
With an Anti-Money Laundering program that includes annual course updates, custom authored content, daily or weekly user uploads, and online certification, more and more financial service firms are turning to Quest to provide this government-mandated training. The program also includes complete online tracking, reporting, and record retention to ensure your firm will always remain compliant.
First to the market with a complete Deferred Variable Annuity Training program that meets FINRA Rule 2821 requirements, Quest offers a solution that is both comprehensive and user friendly. With 24-hour remote access, online tracking, and automatic email reminders will help you ensure your representatives meet FINRA’s requirement.
Today, Quest serves more than 100 leading insurance carriers, broker/dealers, banks, and other financial institutions. We are a privately held firm which allows us to quickly meet the ever-changing needs of our clients. Our commitment is to provide advanced custom solutions at cost effective rates while providing a level of service that greatly surpasses that of our competitors.