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Materials provided by Quest CE © 2018 | (855) 553-4037 | [email protected] | www.questce.com CAPITALIZING ON CONTINUING EDUCATION Learn how value-add connuing educaon helps build stronger, lasng relaonships with your advisors. *Source: Survey research, conducted by Quest CE, distributed to over 20,000 financial advisors METHODS OF DELIVERY Advisors prefer varying delivery methods for receiving their connuing educaon credits, including online, instructor-led and webinar. of advisors would be interested in receiving an online CE voucher card, if live, instructor-led connuing educaon is not available. 82% 58% ONLINE 28% LIVE 14% WEBINAR Tax Law The Economy Identy Theſt Prevenon Universal Life DOL Fiduciary Rule Understanding the Markets Estate Planning Ethics Long Term Care Insurance Financial Planning Asset Allocaon Alternave Investments Senior Suitability Annuity Training TOPICS OF INTEREST Wholesalers need to offer a variety of training opons 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 aend a wholesaler meeng when connuing educaon is being offered. 87% Percent of advisors that say the majority of wholesalers vising their branch offer connuing educaon. 86% Percent of advisors who view wholesalers that offer connuing educaon as more knowledgeable than those that do not. 75% PERCEIVED VALUE
