Continuing education requirements for the current cycle remain unchanged for mutual fund representatives, financial security advisors and group insurance and annuity advisors. You must continue to accumulate the required  PDUs by November 30, 2027.

CIRO has indicated its intention to maintain the same continuing education requirements for mutual fund representatives for the current cycle, ending on November 30, 2027. 

For scholarship plan representatives, the Autorité has met with brokers to provide them with information on this matter. These brokers are responsible for communicating information to their teams of scholarship plan representatives.

The deadline for completing the Déonto Plus course is November 30, 2027. We recommend that all members take the course as soon as possible, as it contains notions that are essential to your professional practice. 

CIRO specified that the Déonto Plus course will remain mandatory for mutual fund representatives for the cycle ending on November 30, 2027.

The CSF website,  CSF training courses and your Member Area will remain online. Log in to your file to chat with our teams or consult our interactive FAQ at your convenience.

Scholarship plan representatives will no longer have access to the Member Area and the learning platform on the chambresf.com website as of July 4, 2026. They will no longer be able to take or complete training activities added in their file. For this reason, they must complete all Chambre de l’assurance training courses registered in their file before July 3, 2026.

An email communication will be sent in June to all scholarship plan representatives. It will contain essential information regarding your training record, including a summary of training for the current cycle and the procedure for downloading receipts and certificates for Chambre de l’assurance training courses that you have purchased and completed. We recommend that you keep this information in your personal records.

If you remain a member of the Chambre de l’assurance due to a certification in insurance or financial planning, you will retain access to your Member Area. However, it will no longer contain information related to scholarship plans. For any questions, please do not hesitate to contact the information centre.

The mutual fund training courses developed by the CSF will remain available online and will continue to be eligible for PDU credits. These courses are already recognized by CIRO and will continue to be so for the duration of their recognition period.

For the time beeing, the obligations remain the same for these professionals who were supervised by the CSF: mutual fund representatives, financial security advisors, group insurance and annuity advisors and financial planners.

You will be kept informed of any changes to your obligations as a result of the transfer of oversight in certain fields.

Please feel free to consult the InfoDéonto section of the CSF website for any questions you may have about your obligations and best practices.

For scholarship plan representatives, the Autorité has met with brokers to provide them with information on this matter. These brokers are responsible for communicating information to their teams of scholarship plan representatives.

The syndic's office continues its activities, and you have the obligation to cooperate with the investigation.

The Chambre de l'assurance will keep you informed by e-mail of major milestones, including any adjustments that may affect your professional practice.

CSF newsletters, InfoCSF+ and CE-Letter+ will also continue to be sent out on a regular basis.

Mutual fund representatives can find information on the CIRO website’s page dedicated to the transfer, as well as from their firm’s compliance officers. 

Sholarship plan representatives can consult the AMF webpage dedicated to Bill 16.  You can submit your questions to the Autorité using their online services. 

As part of the harmonization of the continuing education offering at the Chambre de l'assurance, adjustments will be made to a limited number of training courses currently offered free of charge to members in personal insurance and group insurance.  

Some courses whose content is no longer up to date will be removed from the offering. Others will undergo a review to maintain their relevance and quality, and will then be reintegrated into the training offering according to the price list in effect . Finally, some courses will continue to be offered free of charge.

The quality of the content, as well as the recognition of PDUs, will remain unchanged. In addition, new courses may be offered free of charge in the future, depending on their format and topic.

To ensure a gradual transition, the change dates for each course are announced in advance, providing the deadline to complete them under the original conditions.

Please note that the table below is available in French only.

Currently free training courses that will be removed or will become paid:

Any training course recognized by the CSF is automatically recognized by CIRO until its recognition end date, but no later than November 30, 2027.

The Chambre de l’assurance may recognize training activities in the following subject areas: 

• General subjects 
• Compliance
• Insurance of persons 
• Group insurance of persons

The specific subject areas of Mutual Funds and Scholarship Plans are no longer recognized by the Chambre as of July 4, 2026. For any questions regarding the recognition of training activity in these subject areas, please contact the responsible regulatory organization. 

Yes. Since July 4, 2026, the Chambre de l’assurance no longer recognizes training activities in the specific subject area of Mutual Funds. To have a training activity recognized or renewed in this subject, you must contact the Canadian Investment Regulatory Organization (CIRO) to learn the applicable procedure.

The provider must contact the Canadian Investment Regulatory Organization (CIRO). Since July 4, 2026, CIRO has been responsible for the recognition of training activities in the Mutual Funds subject area and can provide information on the applicable procedure regarding any requests for modifications.

When a training activity includes PDUs in multiple subject areas, applications for recognition must be submitted to each organization responsible for the relevant subject areas.

• PDUs in Individual Insurance and Group Insurance must be submitted for recognition through the Training Partner Area of the Chambre de l’assurance. 
• PDUs in Mutual Funds must be submitted for recognition to the Canadian Investment Regulatory Organization (CIRO), in accordance with its procedures. 
• PDUs in Compliance and General Subjects may be submitted for recognition to either of the two organizations.
• The applicable recognition fees must be paid to each organization involved.

In this context, the training provider should confirm the granting of PDUs only if the participant attended the entire training activity.

The certificate of attendance issued to the representative must indicate the recognition numbers assigned by each of the organizations concerned, namely the Chambre’s recognition number (format CSF00-00-00000) and CIRO’s recognition number (format OCRI00-00-00000).

Yes. Training activities recognized by the Chambre or CIRO in the subject areas of Compliance or General Subjects will be recognized by the other organization until November 30, 2027.

However, for training activities recognized by the Chambre, that recognition will remain valid until the originally assigned recognition expiry date, even if that date falls after November 30, 2027.

After November 30, 2027, any training activity that needs to be recognized by the Chambre must be submitted for recognition in accordance with the process in effect at that time. 

Yes. When a training activity is recognized by both organizations, the certificate must indicate the PDUs awarded in each subject area, as well as the corresponding recognition numbers.

For training activities recognized by the Chambre de l’assurance, this number is available in the Training Partner Area.

The provider must use the recognition number(s) assigned on the certificates issued to participants when the training activity has been recognized: 

• Chambre de l’assurance (format CSF00-00-00000)  
• Canadian Investment Regulatory Organization (CIRO) (format OCRI00-00-00000)