METHODS OF DELIVERY - Quest CE...METHODS OF DELIVERY Advisors prefer varying delivery methods for...
Transcript of METHODS OF DELIVERY - Quest CE...METHODS OF DELIVERY Advisors prefer varying delivery methods for...
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Materials provided by Quest CE © 2018 | (855) 553-4037 | [email protected] | 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