Relationship with my advisor
What is a financial needs analysis (FNA)?
What is an investor profile?
Can a financial sector professional charge fees?
How can I check whether my financial sector professional is a member of the Chambre de la sécurité financière?
How can I check whether my financial sector professional was ever imposed penalties?
You have a meeting with a financial services professional?
How can I become a financial sector professional?
I want to give someone the power to manage my money. What do I need to do?
Where can I find the CSF's magazines, briefs and annual reports?
What is the difference between the Autorité des marchés financiers (AMF) and the Chambre de la sécurité financière?
Can I receive the Sécurité financière magazine even though I’m not a member of the Chambre de la sécurité financière?
Unhappy with your advisor?
How do I file a complaint against a professional?
What is the course of an investigation?
What recourse do I have if I’m not satisfied with the syndic’s decision?
What is the disciplinary process?
Who can attend a hearing?
I am dissatisfied about my representative’s work. What can I do?
What is a professional development unit (PDU)?
How do I register for distance training?
How do we know if a training activity is recognized by the CSF?
Can extra PDUs be carried over to the next period?
How can the member obtain their proof of attending a training activity?
How can a member show the CSF they participated in a training activity?
What consequences will a member face if they do not respect their professional development requirements?
Is it possible for someone to obtain PDUs before becoming a member of the CSF (before obtaining the certificate that allows the member to work)?
Is there a training activity that is mandatory for members?
For whom is professional development mandatory?
If someone wants to become a representative, what training activities do they need to follow?
How do you keep track of PDUs?
Do all members have to follow the mandatory compliance course?
How can the member sign up for the mandatory course on compliance?
How can the member enter the PDUs obtained for training activities into his PDU record?
Can a member who is having health concerns, who is on pregnancy leave, or who is a caregiver, request an exemption?
Can a member who has been given the right to practice by the AMF be exempted from accumulating PDUs?
How do I make an address change?
How do I go about having an ad published in the CSF magazine?