Continuing Education

A professional development unit or “PDU” is the quantitative value attributed to a training activity recognized by the Chambre. One (1) PDU represents one (1) hour of training.

• consult the website under the heading “Continuing Education”
• by fax (514 282-2225) by using the order form available at our site or in person at our offices. ;

Before registering, the representative must make sure that the training activity is recognized by the Chambre. The provider (person, organization or educational institution dispensing the training activity) is obliged to tell you this. The Chambre will have assigned a recognition number to this activity.

Under the Regulation governing Compulsory Professional Development, only training taken after the certificate is obtained is valid. Courses taken to earn the certificate do not qualify.

Compulsory professional development is established on the basis of cycles lasting two years. The new cycle end date is now November 30. It is the same for all representatives, regardless of the date the certificates are issued.

No. A representative who has accumulated more than the requisite number of PDUs cannot carry them over to a subsequent period.

The training provider must give you an attendance certificate that clearly specifies your name, your certificate number, the Chambre’s recognition number as well as the number of PDUs attributed to this activity.

Since mid-January 2007, representatives can enter their own proof of attendance at training activities on the Chambre’s site, through secure access via the “PDU Record” tab.

If you enter your own proof of attendance on the site, you must keep the proof of attendance as the Chambre may verify it. At the Chambre’s request, representatives must send in proof of attendance at training activities within 30 days. It is representatives’ responsibility to keep attestations of attendance at training activities.

If you do not enter your proof of attendance on the Chambre website, you must send it in so that we can input it for you. You can send it by mail (300, Léo-Pariseau Street, 26th floor, Montreal (Quebec) H2X 4B8) or fax (514 282-2225).

The Chambre may temporarily exempt a representative from the obligation to accumulate the requisite number of PDUs if, because of illness or injury or for family or parental reasons, he was unable to comply.

The representative sends a written request to the Chambre asking for the exemption and provides supporting documents or a medical certificate to justify this request. Regarding the Insurance of persons and Group Insurance of persons sectors, the exemption request must specify the representative’s name, certificate number and the exemption period requested. Regarding the representative of a mutual fund dealer and the representative of a scholarship plan dealer registration categories, the exemption request must specify the representative’s name, his/her access code and the exemption period requested. The Chambre will inform the representative of its decision.

For further information, we invite you to contact us at UFC@chambresf.com.

The representative must comply with the requirements of professional development by November 30 of the year ending the cycle at the latest. If he does not meet the requirements, the AMF will not renew his certificate or his registration, and thus he will not be authorized to conduct business in each sector or registration category for wich he did not comply with the requirements of professional development.