Press release
Quest CE Presents the Firm Needs Analysis Survey
Quest CE, premier provider of insurance continuing education and FINRA firm element training, introduces the Firm Needs Analysis Survey. In accordance with FINRA regulations and firm element training and tracking needs, Quest CE’s Firm Needs Analysis Survey provides firms with a comprehensive way to evaluate and prioritize the needs of their broker dealers and associated sellers to create a tailored firm element program.Convenient and easy to use, the Firm Needs Analysis Survey goes through various requirements and aspects of firms including their varying departments, job functions, services and products they currently offer and plan to offer, training priorities, and global competencies.
When the surveys are completed, results will be measured and firms will be provided with a customized idea of their companies and representatives needs in a way that will benefit everyone involved. Through Quest CE’s Firm Needs Analysis Survey, firms can utilize the results to create a firm element plan that will best suit their individual company.
If you would like to learn more about Quest CE’s Needs Analysis Surveys or demo the product please contact the sales department at 877-593-3366 or e-mail them at sales@questce.com.
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About Quest CE
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 CE 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 300 leading insurance carriers, broker/dealers, banks, and other financial institutions. Quest CE is a privately held firm which allows us to quickly meet the ever-changing needs of our clients. Quest CE’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 CE provides a single source solution for organizations training and compliance needs, saving you both time and money.
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.
Quest CE
10850 W. Park Place, Ste 1000
Milwaukee, WI 53224
877-593-3366
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