2008 Financial Advisor Education Survey Results

Milwaukee, WI (PressExposure) December 30, 2008 -- 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 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.

Results showed 77% of the advisors who responded make time to attend continuing education sessions wholesalers present at their office, and 94% agreed those CE presentations were relevant and informative.

“We assumed a majority of advisors would make time to attend CE events,” says Aaron Thompson, Director of Operations for Quest CE. “But even we were surprised by the overwhelmingly positive response the survey received.”

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% 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.

Nearly 90% 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 Thompson. “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 [http://www.questce.com/Downloads.html]

To learn more about the survey or for information regarding Quest CE’s products and services contact Jim Hoehn at 877-593-3366 or jhoehn ( @ ) questce dot com.

Related Link: http://www.1888pressrelease.com/2008-financial-advisor-education-survey-results-pr-91250.html

About Michael Halvorsen

Quest CE's new Long Term Care Partnership course for OH agents has already received approval from the Licensing Division of Ohio's Department of Commerce for eight credit hours of CE credit. It is available for $31.95. This price includes state rostering fees. Quantity discounts are available.

Press Release Source: http://PressExposure.com/PR/Michael_Halvorsen.html

Press Release Submitted On: December 20, 2008 at 5:15 am
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