About us

For over 25 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 34 000 members.

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About our members

The duty of the approximately 34,000 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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Annual reports

Read our annual report to learn more about our activities and operations.

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Consult the CSF graphic standards. These provide essential guidelines for the consistent application of our visual identity.

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