Since its inception, Firm Element Express has helped over 145 firms, totaling over 3,625 representatives, in successfully completing their FINRA required training. In three easy steps, program administrators can create a company profile, select the services desired and launch their Firm Element Program.
“Quest CE continually looks for ways to optimize our operations and adjust to our clients needs in every single area of the business,” said Quest CE CEO and President Alan Krenke. “We built Firm Element Express as an alternative solution for firms that prefer to handle their own training, but lack the resources necessary to individually launch a program.”
In step one; the program administrator will create a company profile and administrator login, allowing him/her complete access to students’ records and reporting. Here, the user will outline the Firm Element program by adding the number of participating students, and selecting the service options they want to include. Once the Company Profile is loaded, the user will have the ability to confirm the Firm Element program and process the account into the FE Express system. From here, the program administrator will be able to add each of the student profiles and assign courses from the training options available. Once a course has been assigned, the selection will be loaded into the student's profile and training is immediately available for completion.
Firm Element Express can successfully house up to 500 students within its platform, using Quest CE’s Learning Management System, Renaissance. If interested, firms can also allot for customized Firm Element Training and Tracking options and receive the personal assistance of an Account Executive when needed. Additional service options include Annual Compliance Meetings, Annual Compliance Questionnaires, a Needs Analysis Survey, and Anti-Money Laundering Training.
If you are interested in learning more about the program, please click here or visit the Quest CE Firm Element Express platform. To view a demonstration on how Firm Element Express works, contact Quest CE at 877.593.3366 to speak with a dedicated Account Executive or e-mail them at firstname.lastname@example.org.
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 450 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.