Quest CE, premier provider of insurance continuing education and FINRA firm element training and tracking, celebrated its 25th anniversary in August. As a leader in innovation, Quest CE’s continual focus on advancing their technological platforms, providing outstanding customer service, and delivering a multitude of financial industry services have made it the successful company it is today.
Formerly known as Newport Financial Consultants, the company was renamed and under new leadership in July of 2005 became Quest CE. Quest CE’s goal was to provide its customers with an affordable upgrade from the way other vendors offered CE and compliance training.
To make the company’s goals a reality, Quest CE employees engineered Renaissance, their learning management system and Questtrak, their insurance providership administration tracking tool. Both user friendly company tools allowed for customizable scheduling, tracking and reporting capabilities that best suit customer’s needs and comply with the financial industry’s regulations.
In its 25th year, Quest CE is currently serving more than 300 leading insurance carriers, broker-dealers, and other financial institutions providing Providership Administration, Insurance Training, Securities Training and NAIC Annuity Training geared toward industry compliance. With a 93% client retention rate and growth of over 770%, customer service remains top company priority. Quest CE’s client centered philosophy allows them to meet the challenges faced by their clients with cost-effective solutions.
With its growing success, Quest CE was proud to accept the Top Milwaukee Workplace award by The Business Journal Serving Greater Milwaukee, the 2011 MMAC “Future 50” award, and to be honored on INC.’s 500|5000 list of fastest-growing private companies in America. Quest CE not only takes pride in its accomplishments, but also creates company initiatives to become an active part of the community by giving back to both people and the environment.
Looking to the future Quest CE maintains its belief that it is not only a vendor, but also a trusted, business partner. Quest CE will continue to strive for excellence in customer service, launch innovative industry solutions, and remain the premier provider of insurance continuing education and FINRA firm element training and tracking.
About Quest CE
Since 1986, Quest CE (questce.com) 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 like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) 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.
With a client retention rate of 93% and a growth rate of over 770% since January 1, 2005, more and more people are discovering why Quest CE is the Next Generation of Compliance Training Solutions. Quest CE serves more than 280 leading insurance carriers, broker/dealers, banks, and other financial institutions. Quest is a privately held firm which allows us to quickly meet the ever-changing needs of their clients. Quest’s commitment is to provide advanced custom solutions at cost effective rates while providing a level of service that greatly surpasses that of our competitors. Quest CE provides a single source solution for organizations training and compliance needs, saving you both time and money.