Continuing education courses

The protection of consumers of financial products and services unquestionably requires the continuous improvement of the professional practice of advisors, CSF members.

We offer you a catalogue our CE courses.

Featured CE courses

English CE course

Déonto Plus is the mandatory compliance course for the period up to November 2027. It was developed according to the best instructional design practices. Its goal is to help you acquire, understand and apply theoretical and technical skills pertaining to compliance with standards, ethics and professional practice. This e-learning course includes three interactive modules that take approximately an hour to complete but that you can do so at your own pace. The course covers various aspects of compliance pertaining to the duty of information, competency and business development. The first module recommends strategies to help you build a relationship of trust with your client, enhance your active listening skills, and respond in an appropriate manner to behavioural biases. The second module focuses on the importance of maintaining and developing your competencies – especially when it comes to cybersecurity. Finally, the third module explores various aspects of promoting your products and services, notably through social media. This CE course is for all members. Interactive Duration: 3 hours Must be completed from start to finish to earn your PDUs (no evaluation) Can be paused and resumed where you left off Prerequisite: none

3 PDUs

3 PDUs in compliance

90 $

Member rate

Code: 66770L1AN

Code: 66770L1AN

Details

Compliance Mandatory course in compliance (2023-2027)
English CE course

Choice of 1 PDU
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1 PDU

Insurance of persons Group insurance of persons
English CE course

The rapid adoption of new technologies presents a number of challenges. The COVID-19 pandemic has led to rapid growth in the use of information technology. For professionals who work remotely, this technology has become a must. Presented in the form of a webinar, this CE course reviews your duties and responsibilities as you adapt your practice to the new virtual working environment. This CE course explore three major themes that are relevant to today’s practice: always protecting your clients’ personal information, common situations you might come across (including doing meetings via video conference), and the advantages and disadvantages of being active on social media. You will take away a better understanding of what your ethical obligations are when you use digital technology. This CE course is for all members. Features: Asynchronous webinar including examples of situations, documentation and questions with feedback Duration: 1 hour Multiple-choice summative evaluation to be completed online Passing mark: 60% Prerequisite: none

1 PDU

1 PDU in compliance

40 $

Member rate

Code: 53942L1AN

Code: 53942L1AN

Details

Compliance

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English CE course

In this world of complex products, your role as an advisor can make all the difference. Perfect your knowledge of public and private life insurance and their tax issues, as well as group and individual life insurance policies. This CE course is specifically for advisors in: Insurance of persons Group Insurance of personsPlease note: See which PDUs are recognized before registering. Features: Included in The Concepts in insurance of persons program* Online training activity including questions with feedback Duration: 4 hours Multiple-choice summative evaluation to be completed online Passing mark: 60% Prerequisite: none* It is not mandatory to follow this program to register for this CE course.

4 PDUs

1 PDU in group insurance of persons

3 PDUs in insurance of persons

160 $

Member rate

Code: 27644L2AN

Code: 27644L2AN

Details

Group insurance of persons Insurance of persons
English CE course

The intergenerational transfer is a unique opportunity to become the person of trust. Wealth transfer involves not only getting to know your client well, but also getting to know each and every member of your family, in order to develop the best possible plan. It requires a structured approach, the ability to communicate with different age groups and respect for confidentiality. By taking this course, you will be able to adopt the appropriate conduct to help build, increase and protect your client's financial wealth, and ensure its transfer to future generations. This CE course is specifically for advisors in: Insurance of personsFeatures: Online training activity including questions with feedback and tools Duration: 5 hours Multiple-choice summative evaluation to be completed online Passing mark: 60% Prerequisite: none

5 PDUs

2 PDUs in insurance of persons

3 PDUs in compliance

200 $

Member rate

Code: 23158L2AN

Code: 23158L2AN

Details

Compliance Insurance of persons
French CE course

Parce que chaque client est unique, revoyez vos classiques! Titres d’emprunt, placements garantis, titres de participation ou de fonds d’investissement? Rafraîchissez vos connaissances sur la nature, les avantages, les inconvénients et le niveau de risque de chacun de ces produits afin de choisir une répartition d’actifs optimale selon le profil de vos clients. Cette formation s’adresse particulièrement aux représentants en : Assurance de personnes Épargne collectiveCaractéristiques : Formation du programme Les concepts en assurance de personnes* Formation de type documentaire incluant quiz avec rétroaction et outils pratiques Durée approximative : 5 heures Questionnaire d’évaluation à choix multiples Note de passage : 60 % Prérequis : aucun, mais avant de suivre cette formation, il est recommandé de suivre les formations suivantes : L'analyse des besoins financiers L'analyse des besoins d'épargne *Il n'est pas obligatoire de suivre ce programme pour s'inscrire à cette formation. English version also available

5 PDUs

5 PDUs in mutual funds

200 $

Member rate

Code: 28200L2FR

Code: 28200L2FR

Details

Mutual funds
English CE course

Because every client is unique, review the classics!Debt securities, guaranteed investments, equity securities, or investment funds? Brush up on your knowledge of the nature, advantages, disadvantages, and level of risk associated with each of these products in order to achieve optimal asset allocation in line with your clients' profiles. This CE course is specifically for representatives in: Insurance of persons Mutual fundsFeatures: Included in The Concepts in insurance of persons program* Online training activity including questions with feedback Duration: 5 hours Multiple-choice summative evaluation to be completed online Passing mark: 60% Prerequisite: none* It is not mandatory to follow this program to register for this CE course.

5 PDUs

5 PDUs in mutual funds

200 $

Member rate

Code: 28200L2AN

Code: 28200L2AN

Details

Mutual funds
French CE course

Le transfert intergénérationnel est une occasion unique de devenir la personne de confiance. L’intervention en transfert patrimonial implique de bien connaître son client, mais également de bien connaître chacun des membres de sa famille en vue d’élaborer le meilleur plan possible. Elle exige une démarche structurée, une grande capacité de communication avec différents groupes d’âge et le respect du devoir de confidentialité. En suivant cette formation, vous serez en mesure d’adopter la conduite appropriée vous permettant de constituer, d’accroître et de protéger le patrimoine financier de votre client ainsi que d’en assurer le transfert aux générations suivantes. Cette formation s’adresse particulièrement aux représentants en : Assurance de personnesCaractéristiques : Formation de type documentaire incluant quiz avec rétroaction et outils pratiques Durée approximative : 5 heures Questionnaire d’évaluation à choix multiples Note de passage : 60 % Prérequis : aucunEnglish version also available

5 PDUs

2 PDUs in insurance of persons

3 PDUs in compliance

200 $

Member rate

Code: 23158L2FR

Code: 23158L2FR

Details

Insurance of persons Compliance