Firm Element Training
Quest CE is the leading provider of Online Compliance management solutions for the financial service industry. By offering a complete approach to Firm Element planning, training, and implementation, we help firms meet their FIRNA requirements in an efficient and cost effective manner.
Our complete training program takes a four-tiered approach:
Starting with the Needs Analysis, we will work with you to custom fit a program to your needs. One of our compliance coordinators will analyze your needs and help you develop a Training Plan. Once the training plan is set, your dedicated web portal will provide Compliance Management for your program. Finally, our course authors will create Custom Content to meet your unique training and compliance needs.
Needs Analysis
Quest will assign a dedicated program coordinator to your firm element training program. This individual will work with you to analyze compliance areas that are critical to your annual program and help develop a training plan.
Training Plan
Based on the results from the needs analysis, the firm element training plan outlines recommended courses for covered persons based upon experience and area of responsibility.
Compliance Management
Our online program allows you to minimize in-house resources. Your administrator and students can easily check course completions online at the touch of a button. Your registered reps will only take the courses that are required and automatic email reminders reduce the possibility of non-compliance and minimize administrative tracking.
Customized Course Curriculum
Quest offers nearly 100 online courses that may be used to satisfy firm element training requirements, many of which are also approved for insurance and designation continuing education. We customize all of our programs to ensure the firms we work with get the specific training they require.
About Quest CE:
Quest Continuing Education Solutions has been offering education and training solutions to the financial services industry since 1986. We customize all of our firm element training programs to ensure our clients get the specific training they require.