Quest CE Announces Release of Firm Element Express 2.0

MILWAUKEE - June 10, 2013 - PRLog -- MILWAUKEE – June 10, 2013 – Quest CE, premier provider of insurance continuing education and FINRA firm element training, released today Firm Element Express 2.0. Quest CE’s enhanced platform offers new service options and an array of expanded system capabilities to help seamlessly automate the firm element lifecycle and streamline administrative management.

Since its debut in 2011, Firm Element Express has helped over 600 firms create, launch and manage their Firm Element programs. These firms, large and small, have successfully delivered and administered over 12,700 registered representative’s annually required training, without the assistance of a third-party advisor.

“Quest CE’s Express solution is perfect for companies that desire all the bells and whistles of a client-managed account, but prefer the independence and affordability of a self-serviced solution,” said Quest CE’s Vice President of Sales, Marketing and Client Services Alex Krenke.

Created ideally for boutique broker-dealers, Firm Element Express 2.0 guides users through the setup and implementation of their firm’s compliance training, tracking and reporting options. In three easy steps, compliance officers can create a company profile, select service options, and launch their firm element program in less then 30 minutes. Through its simplicity, many large firms are also utilizing this service to separate representatives by division, allowing for compliance officers to individually manage their own team’s training and tracking needs.

In addition to the overarching benefits of a quick and seamless program launch, Firm Element Express 2.0 incorporates additional program features, including the ability to bulk load users and automate email correspondences directly from Quest CE’s Learning Management System, Renaissance. In addition, Firm Element Express users now have access to previously unavailable services, such as Activity Log Tracking, Personal Securities Transaction Tracking, the Insurance CE Catalog, Securities Exam Prep services and Quest CE’s premier content management platform, Course Builder and Survey Builder.

At the core of Quest CE’s Firm Element Express 2.0 solution is a closed-loop tracking system that seamlessly monitors and archives the entire firm element process. Featuring real-time reporting capabilities, program administrators maintain an all encompassing view of their compliance workflows, which makes trending, analysis and status monitoring simple and intuitive.

If you are interested in learning more about Quest CE’s Firm Element Express 2.0 solution, please visit the 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 email them at sales@questce.com.


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, CPE, 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 550 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.