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Advisors opt for wholesaler CE sessions

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A majority (77 percent) of more than 30,000 financial advisors who participated in Quest CE’s annual survey on advisor’s perceptions of value-added insurance and professional designation continuing education say they will make time to attend continuing education sessions wholesalers present at their office.

Quest CE presented a 17-question 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.

The survey asked whether the advisor was more likely to attend an instructor-led continuing education session than a product update meeting held by a wholesaler. Nearly 70 percent of the respondents said they were more likely to attend a CE session, and according to Quest CE, this further illustrates the fact that wholesalers who offer CE in branch offices can dramatically increase contacts and strengthen relationships with advisors.

Almost 90 percent of respondents said they would be interested in receiving continuing education voucher cards from wholesalers who do not offer a “live” CE session in their office.

“It’s further proof that financial advisors are looking for ways to fulfill their state insurance and designation CE requirements,” says Aaron Thompson, Director of Operations for Quest CE. “If they can’t get CE by sitting through the wholesaler’s product presentation, they would be interested in receiving a continuing education voucher card from the wholesaler that they could use to obtain continuing education credits via an online course.”

Final survey results and a White Paper summarizing the findings are available for download at


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