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

You can find and suscribe to the training activities offered by visiting the Course catalog section.

To register for the mandatory course on compliance, click here.

Each training activity recognized by the CSF has been issued an identification number. The person in charge of the training activity must provide the CSF member with this number. It is possible to check if an activity is recognized by the CSF by contacting the training provider directly or our information center. Training activities provided by the CSF are of course recognized.

You can carry over up to 5 extra PDUs to the next reference period if the PDUs were accumulated in the last three months of a reference period, between September 1 and November 30 of an odd year. Carrying over extra PDUs must be done by the representative by logging in to their secure PDU record.

The person responsible for the training activity must give the participants a proof of presence that shows the following:

• The name of the member
• Their certificate number
• The title of the training activity followed
• The identification number of the training activity
• The number of PDUs that the CSF recognizes for this training activity  

You can prove you participated in a training activity and enter the PDUs into you record by entering the proof of presence either:

• Online in the Members’ Area
• By email, at info@chambresf.com

When you save activities in your Members’ Area, you must keep any proof of presence to training activities for 24 months following the end of the reference period during which the activity took place.

Unless being exempted from professional development by the CSF for medical, parental, or family reasons or obtaining during the previous year a licence to practice in a sector or registration category, any member who does not meet their requirements will have their certificate or registration suspended by the Autorité des marchés financiers, for each sector or registration category for which the continuous development requirements were not met.

No, only the training activities taken after obtaining the certificate will be recognized. Courses required to obtain the certificate are not considered to be professional development.

Yes, unless an exemption is granted, all members must complete CSF’s mandatory compliance course for the period up to November 2027

All members of the CSF, except financial planners who only operate within the financial planning sector, must meet the regulation’s requirements by obtaining at least 30 PDUs (Professional Development Units). If a member operates within more than one sector or registration category, they will be required to obtain 10 additional PDUs per extra sector or registration category.

*Financial planners must adhere to the requirements of the Financial Planing Institute for their professional development.

In Quebec, the Autorité des marchés financiers oversees professional requirements for new representatives. They must meet certain training requirements to become a representative.

Mandatory professional development is based on two-year periods that end on November 30 of an odd year. This date is the same for all representatives and does not take into account the certificate’s date of issue.

Yes, all members of the CSF, except for financial planners who only operate within the financial planning sector, must follow a training activity of 3 PDUs in compliance developed by the CSF, every two reference periods.

The Déonto Plus training course must be completed by November 30, 2027. It entitles participants to 3 PDUs, which will be counted among the 10 PDUs required in compliance with standards, ethics and business conduct for the reference period during which the course is completed.

As a member, you can enter the proof of presence to training activities on the CSF’s website through a secure access in the Members’ Area section.

To activate your online member record, you must go to the Members’ Area page, click on Activate your membership under the yellow authentication square, and follow the instructions.

Once the Members’ Area is activated, you will be able to access his PDU record.

You can enter the PDUs by:

1. Opening a session on the Members’ Area by entering their certificate number and password
2. Click on “To consult your PDU record, click here”
3. Click on Enter activities
4. Enter the identification number of the training activity. The number is listed on the proof of presence issued by the person responsible for the training activity. It contains 12 characters and is similar to CSF00-00-00000
5. Enter the date when the training activity took place
6. Enter your name and specify the PDU category
7. Click on “Save”

You can add training activities or delete them if they were erroneously added by mistake. When they have finished entering the PDUs, the member is encouraged to print the page and keep it until the information entered has been transferred to their PDU record. 

It’s important to keep any proof of presence to training activities for 24 months following the reference period during which the activity took place, because the CSF will periodically check with members. Upon request by the CSF, the member must send their proofs of presence within 30 days.

The representative who is absent or on leave for at least four (4) consecutive weeks due to illness or an accident, or for family or parental reasons, may be dispensed from mandatory continuous development for the entirety of their absence or leave. To obtain this exemption, the representative must write to the CSF and describe the motives or present written proof or a medical certificate describing their situation. The CSF will communicate their decision in writing to the representative.

For more information, please email the CSF at dispense@chambresf.com.

The member who obtains for the first time an authorization of operating in a sector or registration category is exempt from accumulating PDUs in their sector or registration category during a period of one year following the authorization. The number of PDUs to accumulate after this exemption is calculated in proportion to the number of full months remaining in the current reference period.

To learn more about the number of PDUs the member needs to accumulate, they must contact a professional development agent by telephone (514-380-3011 or 1-888-380-3011), or email (info@chambresf.com).

For Insurance or Financial Planning advisors, the mailing address can be changed directly in the AMF Online Services or by phone at 1-877-525-0337, Monday to Friday, from 8:30 a.m. to 5:00 p.m.

For Mutual fund dealer representatives and Scholarship plans, changes must be made directly in the NRD (National Registration Database). To do so, please contact your firm or make the change directly via the online interface.

The Chambre de la sécurité financière will then have access to this information through the registry.

Your email address is also important. The Chambre de la sécurité financière communicates regularly with its members by e-mail. It is a quick and easy way to reach all its members.

You change your e-mail address at any time by connecting to your Member's Area.

Dealers' representatives holding certificates in multiple provinces, including Quebec and others, must meet the continuing education requirements of both the CSF and CIRO. 

However, for the continuing education cycle ending on November 30, 2025, the two organizations have concluded a recognition agreement. CSF members who have completed the 30 CSF-required continuing education units (10 in compliance, 10 in general subjects and 10 in mutual funds) will automatically meet their obligations to CIRO, provided they have also completed their MFD Compliance Credits.

1. Start of the inquiry
   An inquiry begins when a request is received, either from a third party or on the syndic’s initiative.
2. Information gathering
   The syndic’s team gathers the necessary information by contacting the individuals concerned (the representative in question, the plaintiff, consumers, financial institutions, firms, etc.).
3. Confidential meetings
   The parties are met so that they can give their version of the events. The representative in question is presumed innocent.

Everyone’s co-operation is essential and the inquiry may take several months depending on the complexity of the case .

1. Decision by the syndic
   After an analysis, the syndic may:

• file a complaint to the Disciplinary Committee,
• close the case (e.g., if the evidence is insufficient, unfounded, or if the syndic does not have the required legal jurisdiction), or
• impose administrative measures (e.g., a warning, a notice, a meeting or a commitment to comply with the rules).