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Quest CE Releases 2014 Financial Advisor Survey Results

02-10-2014 08:15 PM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Quest CE

MILWAUKEE – February 10, 2014 – Quest CE, premier provider of insurance continuing education and FINRA firm element training, announced today the results of its 2014 Financial Advisor Survey, “Capitalizing on Continuing Education.”

In its eighth year of circulation, on December 1, 2013, Quest CE invited over 50,000 financial advisors to participate in its annual survey on value of insurance continuing education (CE). The purpose of the study was to discover the importance advisors place on their continuing education needs and their perceptions of insurance wholesalers that provide continuing education offerings.

Based on the results of the survey, Quest CE concluded that wholesalers leveraging continuing education are more likely to build stronger, lasting relationships with the advisors they work with.

In fact, 89% of advisors indicated that they will make time to attend a wholesaler branch office meeting when informed that continuing education is offered. Additionally, 86% of advisors would prefer to attend a wholesaler meeting when continuing education is being offered, versus a wholesaler meeting only to inform them on new products or update them on product performance.

Additionally, 56% of advisors believe that wholesalers offering continuing education are more knowledgeable about the products and services being offered in the financial services industry, and 55% of advisors view wholesalers offering continuing education as being more professional than wholesalers not offering continuing education.

Click here [https://www.questce.com/uploads/2014FinancialAdvisorSurvey.pdf] to view the complete results of the “2014 Financial Advisor Survey: Capitalizing on Continuing Education.” For more information on this publication, or for information regarding Quest CE’s products and services, please contact a Quest CE representative at 877.593.3366 or email info@questce.com.

About Quest CE

For over twenty-five years, Quest CE has been 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 FINRA compliance training solutions including 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.

Serving more than 630 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses their competitors. Quest CE is the single source solution for organizations seeking training and compliance needs.

Quest CE
10850 West Park Place, Suite 1000
Milwaukee, WI 53224

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