Quest CE

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, Quest CE also provides a complete spectrum of FINRA compliance training solutions.

06/02/2026

Offshore structures and cross-border transactions require specialized AML knowledge. Quest CE's new Cayman Islands course equips firm members with practical understanding of CDD requirements, beneficial ownership rules, and risk-based monitoring. A must for firms navigating international client relationships and offshore structures.

Learn more: https://hubs.ly/Q04hwd3B0

Reg S-P is here. Is your firm ready?Join Allison Byrne, Director of Sales & Marketing at Quest CE, and Jacob Cane, Chief...
06/01/2026

Reg S-P is here. Is your firm ready?

Join Allison Byrne, Director of Sales & Marketing at Quest CE, and Jacob Cane, Chief Information Security Officer & Head of Cyber Services at Salus GRC, for a practical discussion on what firms should be prioritizing as amended Reg S-P requirements approach.

Topics include:

✔️ Vendor oversight & service provider due diligence
✔️ Incident response & notification expectations
✔️ What regulators may focus on during exams
✔️ AI-driven phishing & cybersecurity risks

If your firm is still working through operational readiness, documentation, or oversight expectations, this is a webinar you won’t want to miss.

Register Here: https://hubs.ly/Q04jDfWl0

🎓 It's National 529 Day! 529 plans play a key role in long-term financial planning, but rules and expectations keep evol...
05/29/2026

🎓 It's National 529 Day! 529 plans play a key role in long-term financial planning, but rules and expectations keep evolving.

Adivsors need to stay sharp. Our 529 course helps break down the essentials so you can approach these conversations with confidence.

👉 Explore the course: https://hubs.ly/Q04dB-jj0

Compliance shouldn’t feel like a constant game of catch-up.But for a lot of teams, it does. That’s usually not a people ...
05/27/2026

Compliance shouldn’t feel like a constant game of catch-up.

But for a lot of teams, it does. That’s usually not a people problem...it’s a process problem.

Let's fix that: https://hubs.ly/Q04dBZ1R0

Our office will be closed on Monday, May 25th in observance of Memorial Day. We'll resume normal business hours on Tuesd...
05/25/2026

Our office will be closed on Monday, May 25th in observance of Memorial Day. We'll resume normal business hours on Tuesday, May 26th, we apologize for any inconveniences.

While we're away, don't forget to use code MEMORIAL26 for 20% off Insurance and Designation CE, https://hubs.ly/Q04dBjgM0

05/22/2026

State securities regulations can affect client interactions more than many firm members realize. Quest CE's new Blue Sky laws course clarifies when state jurisdiction applies, how exemptions work, and where digital platforms create new compliance exposures.

Training that turns state-level complexity into operational awareness.

Learn more: https://hubs.ly/Q04gcKHG0

Now through Tuesday, May 26th, take advantage of 20% off all Insurance and Designation CE with code MEMORIAL26 for our M...
05/20/2026

Now through Tuesday, May 26th, take advantage of 20% off all Insurance and Designation CE with code MEMORIAL26 for our Memorial Day Weekend Sale!

Start shopping today! https://hubs.ly/Q04dBlSp0

AI is coming up in almost every compliance conversation right now.Firms are asking:How should we be using it?What are th...
05/19/2026

AI is coming up in almost every compliance conversation right now.

Firms are asking:
How should we be using it?
What are the risks?
What are regulators expecting?

Training is where that starts.

We’ve built a set of AI-focused courses designed to help financial professionals understand the risks, responsibilities, and real-world use cases of AI in today’s environment.

👉 Swipe to explore our AI course lineup and browse our full catalog here: https://hubs.ly/Q04dyYMv0

05/18/2026

Gifts and entertainment can create compliance risk fast, especially when valuation, aggregation, and documentation are handled inconsistently. Quest CE’s new wholesaler course breaks down common scenarios and enforcement examples to help wholesalers stay within FINRA guidelines.

See more: https://hubs.ly/Q04ghN_K0

❤️ Last Friday, the Quest CE team was proud to attend and sponsor the American Heart Association’s Go Red for Women even...
05/13/2026

❤️ Last Friday, the Quest CE team was proud to attend and sponsor the American Heart Association’s Go Red for Women event at the Pfister Hotel.

This year’s event raised an incredible $511,532 for the American Heart Association. The support from our community helps drive critical research and lifesaving initiatives nationwide, while also making a meaningful impact right here in Greater Milwaukee through local hospitals, care, education, and heart health advancements.

This cause is especially meaningful to us as women make up 69% of Quest CE’s leadership team, and heart disease remains the leading cause of death for women.

We’re grateful to support an organization making such a powerful impact and proud to stand alongside others helping drive awareness, research, and change. ❤️

Address

10100 W. Innovation Drive
Milwaukee, WI
53226

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(877) 593-3366

Website

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