Upcoming Annual Compliance Meeting, Questionnaire and Firm Element Courses Due on or Before August 31, 2017
It's that time of year again! We will be rolling out to all IPI and IPI Wealth Management advisors the required Annual Compliance Meeting, Annual Compliance Questionnaire and four (4) Firm Element Courses for 2017 (three (3) FE courses if you were on the list of attendees for the Amy Florian presentation at Summer Conference). The courses are offered through Quest CE again this year.
On July 3, 2017, you will receive an email from Quest providing instructions on how to access your Quest account. You will also have the option to purchase Insurance CE courses directly from your Quest account. However, additional costs would apply for insurance courses.
As you did in 2016, your annual attestations will be completed in one easy and succinct session through Quest CE’s Annual Compliance Questionnaire section.
The launch of this year’s CE program will start July 3, 2017, with completion required by August 31, 2017. The cost is once again $75.00 per advisor, which includes the Annual Compliance Meeting, Annual Compliance Questionnaire and four (4) Firm Element Courses (three (3) if you were on the list of attendees for the Amy Florian presentation at Summer Conference).
Lori Kidd will be sending out the CE invoices on June 30, 2017. If you would like to pay by check, please send the check to Accounting and make it payable to IPI Wealth Management, Inc. If a check is not received by July 14, 2017, the $75.00 will be deducted from your commissions/fees the week ending July 21, 2017. Any questions on invoicing/payment should be directed to Accounting to either Lori Kidd, firstname.lastname@example.org or Amber Justice, email@example.com.
If you have any questions or concerns about CE, please let us know. Have a great weekend! Renee