Quest CE Launches Industry’s First Full Service Automated Retail Firm Element Solution
Quest CE began developing Firm Element Express in the fourth quarter of 2010 and through a series of enhancements to their proprietary learning management system, Renaissance, have created an automated system that allows Firm Element Program Administrators to manage all aspects of training and tracking on their own.
The first step allows for Program Administrators to create a Company profile within Renaissance, select their number of representatives needing training and tracking, and then selecting from Quest CE’s complete suite of solutions, including: Firm Element Training, Annual Compliance Meeting, Annual Compliance Questionnaire, Needs Analysis Survey, Outside Business Activity Tracking, Gifts and Entertainment Tracking, Political Contributions Tracking, and/or Anti-Money Laundering Training.
The second step is to process and confirm the services chosen. Payment can be made using a credit card and a receipt of the payment will be delivered to the e-mail address provided. In step three, Program Administrators are provided with a Firm Element Express Manual to assist in launching their program. The last step in the process is entering the representatives into the program, creating their usernames and passwords, and assigning the training and tracking selected for them in step one. Once the representatives have been entered into the system, the program is live. Program administrators can notify their representatives of their usernames and passwords and they can immediately begin completing their annual requirements by logging in to their profiles at http://learn.questce.com.
Firm Element Express allows firms to load up to 500 students and assign tracking from Quest CE’s comprehensive course library and robust tracking solutions. The system is beneficial for smaller Broker/Dealers that would prefer to handle their programs without the assistance of an account executive, and still want to take advantage of Quest CE’s extensive list of Firm Element solutions.
“Firm Element Express is truly a breakthrough for our industry,” Alan Krenke, President and CEO. “We’re excited to bring to market a complete solution for firms that prefer to handle their training on their own, but lack the resources and the time to create their program. It’s an exciting new alternative for firms who haven’t had other training options in past and still want to keep everything in house.”
Firm Element Express is live and ready for Broker/Dealers to complete their training and tracking programs on their own. Visit http://learn.questce.com/firmelement to launch a program in less than 30 minutes. To view a demonstration of the new service, contact Quest CE at 877.593.3366 and ask to speak with a Sales Representative or e-mail them at email@example.com.
Since 1986, Quest CE has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.
With a client retention rate of 93% and a growth rate of over 770% since January 1, 2005, more and more people are discovering why Quest CE is the Next Generation of Compliance Training Solutions. Quest CE serves more than 280 leading insurance carriers, broker/dealers, banks, and other financial institutions. Quest is a privately held firm which allows us to quickly meet the ever-changing needs of their clients. Quest’s commitment is to provide advanced custom solutions at cost effective rates while providing a level of service that greatly surpasses that of our competitors. Quest provides a single source solution for organizations training and compliance needs, saving you both time and money.
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Milwaukee, WI 53224
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