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: