Quest CE

We help #financial service organizations manage their #compliance operations with #FirmElement training, #disclosure tracking & branch #audit solutions.

[Quest CE @QuestCE]

Offshore structures & cross-border transactions require specialized AML knowledge. Our new Cayman Islands course equips firm members with practical understanding of CDD requirements, beneficial ownership rules, and risk-based monitoring. Learn more: https://t.co/T3j1lh95a3

[Quest CE @QuestCE]

Join Quest CE's Allison Byrne and Jacob Cane, Chief Information Security Officer & Head of Cyber Services at Salus GRC, for a discussion on what firms should be prioritizing as amended Reg S-P requirements approach. Register Here: https://t.co/YGmXoALLLX

[Quest CE @QuestCE]

🎓 It's National #529Day! 529 plans play a key role in long-term financial planning, but rules and expectations keep evolving. Our 529 course helps break down the essentials so you can approach these conversations with confidence.

👉 Explore the course: https://t.co/Gah26wQS84

[Quest CE @QuestCE]

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://t.co/8J22oi3ARZ

#compliance #questce #iheartcompliance

[Quest CE @QuestCE]

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

Don't forget to use code MEMORIAL26 for 20% off Insurance and Designation CE, https://t.co/P9i5N3BXDc

[Quest CE @QuestCE]

State securities regulations can affect client interactions more than many firm members realize. Our new course clarifies when state jurisdiction applies, how exemptions work, and more.

Learn more: https://t.co/JpVQtB7DVa

[Quest CE @QuestCE]

That moment when everyone said they’d finish their training…

…and you’re still waiting.

There’s always one.

[Quest CE @QuestCE]

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://t.co/XnCtd2cN4K

#memorialdaysale #20off #insurancesale

[Quest CE @QuestCE]

AI is coming up in almost every compliance conversation right now. Training is where that starts. We’ve built a set of AI-focused courses designed to help firms understand the risks & responsibilities.

Explore our lineup & browse our full catalog: https://t.co/wmowu2p1pV

[Quest CE @QuestCE]

Gifts & entertainment can create compliance risk fast, especially when valuation, aggregation, and documentation are handled inconsistently. This course breaks down common scenarios and examples to help wholesalers stay within FINRA guidelines.

See more: https://t.co/nzVApcw7FG

[Quest CE @QuestCE]

Our team was proud to attend & sponsor the American Heart Association’s Go Red for Women event! The event raised an incredible $511,532, the support helps drive critical research & lifesaving initiatives nationwide, while also making a meaningful impact right here in Milwaukee❤️

[Quest CE @QuestCE]

Day 2 at FINRA and the conversations are just getting started! Come find us and chat with Allison Byrne, Samuel Mathison, and Jessica Mundy about what's working (and what's not) in your compliance program.

Bonus: compliance t-shirts are still up for grabs… for now 👀

[Quest CE @QuestCE]

FINRA's Annual Compliance Conference is officially underway! Our team at Quest CE, Allison Byrne, Sam Mathison, & Jessica Mundy, is ready to connect with you about simplifying compliance challenges.

Stop by booth #36 for compliance swag & see why firms trust our solutions!

[Quest CE @QuestCE]

We’ve all seen that look before, usually happens somewhere around slide 47.

Training doesn’t have to feel like that. IA Micro-Learning keeps it short, focused, and a lot more engaging.

Learn more about our Micro-Learning here: https://t.co/bP6k7Qwtjs

[Quest CE @QuestCE]

Consumer protection in banking requires a working knowledge of multiple regulatory frameworks. Our new course covers the practical application of E-SIGN Act requirements, privacy rules under Reg P, and more. Learn more in our latest press release: https://t.co/ylbFzj0ZTj

[Quest CE @QuestCE]

Will you be attending FINRA's Annual Conference in Washington DC, May 12th – 14th? Be sure to stop by the Quest CE booth to meet with team members Allison Byrne, Sam Mathison, and Jessica Mundy.

Grab some swag and learn new ways to simplify your compliance program.

[Quest CE @QuestCE]

🎉 We’re excited to welcome Lauren to Quest CE as our new Marketing Manager! She brings a strong background in digital marketing & performance-driven growth. Her experience will play a key role as we continue to expand our marketing efforts. Please give Lauren a warm welcome!

[Quest CE @QuestCE]

You shouldn’t need:
- 3 systems
- 5 spreadsheets
-12 reminder emails

...just to run your compliance program. If your compliance program feels cluttered, it might be time to simplify your systems and processes today:
https://t.co/GFXqnXx9zq

[Quest CE @QuestCE]

📈 It's National Investment Day! Behind every portfolio is an adviser making informed decisions and guiding clients.

Continuing education plays a key role in that process.

We helps advisers stay up to date with courses that support them, learn more: https://t.co/FX3JUfIMQV

[Quest CE @QuestCE]

Quest CE has been named one of the nation's Best and Brightest Companies to Work For in 2026! 🎉Being recognized on a national level is something we don't take lightly. This one goes out to our amazing team, read the full announcement here: https://t.co/eEjHjtrxMh