Materials provided by Quest CE © 2018 | (855) 553-4037 | info@questce.com | www.questce.com

CAPITALIZING ON CONTINUING EDUCATIONLearn how value-add continuing education helps build stronger, lasting relationships with your advisors.

*Source: Survey research, conducted by Quest CE, distributed to over 20,000 financial advisors

METHODS OF DELIVERYAdvisors prefer varying delivery methods for receiving

their continuing education credits, including online, instructor-led and webinar.

of advisors would be interested in

receiving an online CE voucher card, if live, instructor-led

continuing education is not available.

82%58%ONLINE

28%LIVE

14%WEBINAR

Tax Law

The Economy

Identity Theft Prevention

Universal Life

DOL Fiduciary Rule

Understanding the Markets

Estate Planning

Ethics

Long Term Care Insurance

Financial Planning

Asset Allocation

Alternative Investments

Senior Suitability

Annuity Training

TOPICS OF INTERESTWholesalers need to offer a variety of training options to meet the diverse needs of their advisors.

Greater Interest Level on Topic Neutral Interest Level on Topic Less Interest Level on Topic

Percent of advisors who are more likely to attend a wholesaler meeting when continuing education is being offered.

87%

Percent of advisors that say the majority of wholesalers visiting their branch offer continuing education.

86%

Percent of advisors who view wholesalers that offer continuing education as more knowledgeable than those that do not.

75%

PERCEIVED VALUE