The CSF

The mission of the Chambre de la sécurité financière is to protect the public by ensuring its members’ integrity and professionalism. As such, it oversees the professional development, ethics and discipline of advisors, many of whom practice in more than one discipline related to personal finance. This model for multidisciplinary supervision, unique in Canada, enables the CSF to provide optimal oversight of professionals.

Who are we?

The role of the CSF is essential to ensuring public confidence in financial services. In a complex and constantly evolving sector, where decisions made by consumers can have a major impact on their financial future, it is crucial that professionals act with competence, integrity and ethics.

History of the CSF

In 1905, insurance representatives created the first group aimed at encouraging good business practices among its members. From then on, the associations succeeded one another to become the trustworthy and innovative self-regulatory organization we know today: the Chambre de la sécurité financière.

Laws and regulations

The CSF’s activities and the practice of its members are governed by a number of laws and regulations. The CSF also enforces its own internal rules in order to fulfill its mission of protecting the public.

Standards

The graphic standards guide includes guidelines and templates designed to maintain consistency across all CSF communication channels.

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ProAdvice: Mandatory course in compliance (2019-2023)

ProAdvice, the mandatory course for 2019-2023, is the perfect blend of professional advice and consumer protection. Greatly inspired by real-life cases experienced by our members, the training offers an engaging interactive journey, punctuated by scenarios and expert interviews, that raises many questions but provides a wealth of answers. In cases of mistreatment, conflict of interest, or client acquisition, would you have made the right decision? Take the ProAdvice course that suits your practice and discover that compliance is an ally for professional success.

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Group health insurance plans

This CE activity is recognized in several subjects. Please choose the formula that suits you best (only one of the 2 formulas can be purchased and completed). This choice is final and the distribution of PDUs cannot be split into several subjects.

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Public health and prescription drug insurance plans

This CE activity is recognized in several subjects. Please choose the formula that suits you best (only one of the 2 formulas can be purchased and completed). This choice is final and the distribution of PDUs cannot be split into several subjects.

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