EPR Financial News

Quest CE Announces They Are Now Offering Firms An Online Annual Compliance Meeting Solution

Quest CE is pleased to announce it is now offering firms an online annual compliance meeting solution. Quest’s On-Demand Learning Platform enables firms to hold pre-recorded meetings online without the costly time and travel expenses associated with live meetings. FINRA Conduct Rule 3010 requires an annual compliance meeting to be held with ...

Quest CE Releases Their Complete Library Of Online Long Term Care Partnership Training Courses

Quest CE, the nationwide provider of continuing education for insurance professionals, announced the immediate release of their complete library of online Long Term Care Partnership training courses. The online courses enable producers to obtain their newly-mandated continuing education credits on the subject of long-term care and long-term care partnership programs. Since ...

Quest CE Offers A Solution To New Red Flag Rules And Anti-Money Laundering Training

Quest CE announced today the release of their new 2009 Anti-Money Laundering and Red Flags online course designed to meet USA Patriot Act requirements. To demo the new course go tohttp://www.questce.com/AML-Course-Demo/Presentation_Files/index.html The USA PATRIOT Act requires financial institutions to develop and implement an AML compliance program. NASD Rule 3011 outlines minimum standards for ...

Quest CE Has Released Their 2009 Insurance, Professional Designation And Firm Element Course Catalogs

Quest CE announced today the release of their 2009 Insurance, Professional Designation and Firm Element course ...

Quest CE recently published the results for their 2008 Financial Advisor Education Survey

The survey focused on advisors’ opinions on the insurance and designation continuing education (CE) sessions offered in their branch offices by wholesalers and of the wholesalers themselves. Quest CE recently invited over 30,000 financial advisors to participate in their annual survey on advisor’s perceptions of value-added insurance and professional designation ...

Quest CE Hires Jim Hoehn As Vice President Of Business Development

Quest CE’s President & CEO, Alan Krenke recently announced the hiring of Jim Hoehn as Vice President of Business Development for Quest. Jim brings over 15 years of Sales and Relationship Management experience to Quest working previously for Principal Financial Group as Regional Director, Goldman Sachs as Regional Vice President , ...

The High Energy Environment At The Junior Achievement Of Orange County’s 5th Annual Stock Market Challenge Gives Young Participants A Real World Understanding Of The Financial Markets

The Newport Beach Marriott will be transformed into Wall Street as Junior Achievement (JA) of Orange County hosts the 5th Annual Stock Market Challenge. This fast paced evening of trading excitement will help raise money for JA’s economic education programs and provide high school participants with a hands-on financial education. Maria Hall-Brown from KOCE will ...

Simple tips military families should consider when selecting a bank or financial institution

For most families, choosing a banking institution can be a very involved process even in the best of economic times. But mix in the challenges of military life, tough economic conditions, and a lack of consumer trust in many different industries, and doing so can become a daunting challenge. To help ...

FICO Formula Is A Step-By-Step Blueprint That Explains Is Exact Detail How To Correct And Clear Your Credit

The FICO Formula makes credit repair information available that was once only found through either expensive credit counseling services or by painstaking and lengthy research on behalf of the consumer. Ann Born should know. She brought her own credit to a pile of ruble in her early twenties and is infamously known ...

Quest CE moves to larger offices in Milwaukee’s Two Park Plaza to keep pace with the company’s vigorous growth

Quest CE the nationwide provider of continuing education and compliance solutions for financial services professionals, today announced it will be moving to new corporate headquarters. The move to new offices in Milwaukee’s Two Park Plaza will accommodate Quest CE’s current staff and make room for expansion to ...

Pioneer Services Offers Simple Online Banking Tips for Retirees

Consumer use of online banking and financial services has exploded in recent years. While technology has made life more convenient, some Americans are still low-tech when it comes to banking, despite the advantages online financial services can provide. The same is true in the military, where older service members who ...

Quest CE has announced that they have expanded their Online library of Property/Casualty Courses

Quest CE, the leading provider of Single Source Compliance Education Solutions for the financial services industry, has announced that they have expanded their Online library of Property/Casualty Courses. “Our clients have been asking for a more extensive offering of online Property/Casualty courses,” said Alan Krenke CEO of Quest CE. “We understand ...

Sameer Al Ansari Of Dubai International Capital Recognised At 2nd Annual Private Equity World Awards MENA 2008

Dubai International Capital LLC ('DIC') has announced that its Executive Chairman and Chief Executive Officer, Sameer Al Ansari, was honoured with the 'Special Merit Award for Outstanding Contribution to the Industry' at the 2nd Annual Private Equity World Awards MENA 2008 for his invaluable contributions to the regional private equity ...

Changes To Home Information Packs

The Government has announced changes to Home Information Packs, which will take effect from 6th April next year. The new measures are designed to ensure consumers receive more helpful information at an earlier stage in the home buying and selling process. A new Property Information Questionnaire (PIQ) will be included in ...

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