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About us

For over 20 years, our mission is to protect the public by ensuring the integrity and professionalism of our financial advisors.

Mission & History


CSF's mission is to protect the public by regulating all aspects regarding mandatory continuing education, ethics and discipline of its 32 000 members.

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About our members


The duty of the approximately 32,000 professionals is to provide advice in the best interests of their clients.

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Find out about the team that enables the CSF to accomplish its mission of protecting the public with integrity, efficiency and transparency.

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Laws and regulations


The CSF and its members' practices are governed by laws and regulations. 
Find out all information and links regarding applicable regulations to financial services professionals.

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