Quest CE Releases 2010 Financial Advisor Education Survey Results
Released
on: November 25, 2009, 2:48 am
Author:
Alex Krenke/Quest CE
Industry: Education
Milwaukee, WI – November 25, 2009 - 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 continuing education (CE).
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.
Results showed 88% of the advisors who responded make time to attend continuing
education sessions wholesalers present at their office, and 89% agreed those CE
presentations were relevant and informative.
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. 79%
of the respondents said they were more likely to attend a CE session, further
illustrating the fact that wholesalers who offer CE in branch offices can
dramatically increase contacts and strengthen relationships with advisors.
82% of the 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.
Final survey results are available for download at:
http://www.questce.com/Downloads.html
To learn more about the survey or for information regarding Quest CE’s products and
services contact Marcy Kalat at 877-593-3366 or mkalat@questce.com
Contact Details: 10850 W Park Place
Suite 1000
Milwaukee, WI 53224
877-593-3366
www.questce.com
learn.questce.com
2012
