Where to find the content of your PDU record

Once you have accessed your PDU record, your name will appear in the black banner on the top-right of the page. Click on it and select “My PDU record” from the drop-down menu. You can now access your record summary and view the continuing education activities enrolled for the current reference period.

Keeping your PDU record up to date

It is important to verify that your continuing education activities are recognized by the CSF and recorded in your PDU record no later than November 30 of an odd-numbered year.

To enter your continuing education activities, log in to “My PDU record” and click on the “Training activity input” tab. You will need the identification number indicated on your proof of attendance (CSFXX-XX-XXXXX).

To be eligible for PDUs, a continuing education activity must be recognized by the CSF. Make sure to validate this information with the provider.

If you are a financial planner, it is recommended that you validate this information with the Institut de planification financière (IPF).

Important: Certificates of attendance or successful completion must be kept for 24 months following the end of the professional development cycle. Although they do not have to be systematically submitted to the Chambre, they may be required in the event of an audit. The member then has 30 days to provide them.

Pan-Canadian agreement

You can earn PDUs if you reside elsewhere in Canada, hold a right to practice elsewhere in Canada, and have taken training recognized by another regulator during the professional development cycle.

• Fill out the request form to receive PDUs – Pan-Canadian Agreement.
• Attach the required documents.
• This type of request to receive PDUs is free of charge.

If you reside elsewhere in Canada, you can have the Chambre recognize training taken outside Quebec during a professional development cycle.

The Chambre will analyze your request for PDUs for training that is not recognized. If the provider requests to have the same training recognized, you are not entitled to double the PDUs.

Analysis criteria

• Description, educational framework and subjects covered
• Link between the advisor’s practice and the eligible subjects
• Link with the development of professional knowledge, competencies and skills
• Link between the subjects and the objectives set out in the training plan
• Sequence and duration
• Control measures put in place to confirm attendance or successful completion

An activity that focuses solely on selling or promoting a product, attendance at a cocktail party, meeting or gathering, or participation on a board of directors, in a task force or in a study group, cannot be recognized or earn PDUs.

• If the training includes a component devoted to selling or promoting a product, you must specify the duration of this component in your request. This part will be deducted from the total duration, thereby reducing the portion of the training eligible for calculating PDUs.

Other activities that can earn PDUs

Writing or conducting a recognized course

• If you have acted as an expert or instructor for a training program recognized by the Chambre, you can submit a request for PDUs. If the PDUs are granted, they will automatically be added to your file. If you have acted as an instructor for a course recognized by the Chambre, you are entitled, once only for this activity, to double the PDUs normally granted for this activity.

Writing a work

• If you are the main author of an article, a book or an unrecognized training program, for example, you can submit a request for PDUs. If the PDUs are granted, they will automatically be added to your file. In the same way as a trainer, you are entitled, on a one-time basis for this activity, to double the PDUs that would normally be granted if the activity were recognized.

Conducting an unrecognized course

• If, as a trainer, you have conducted a course that is not recognized by the Chambre and covers eligible subjects, you may submit a request to earn PDUs. If the PDUs are granted, they will be automatically added to your file. If you acted as a trainer for a course that is not recognized by the Chambre, you are entitled, once only for this activity, to double the PDUs that would normally be granted if the course were recognized.

Participation in a hearing

• If you are a member of the Disciplinary Committee of the Chambre and have participated in a hearing on guilt, one PDU in compliance is granted per hour of hearing, and up to three PDUs may be earned. PDUs are automatically recorded in your file following the declaration by the secretary of the Disciplinary Committee.

Requesting PDUs for non-recognized training or other eligible activities

Steps to follow

1. Fill out the form corresponding to the type of activity.*

   Request to receive PDUs – Eligible unrecognized CE course

   Request to receive PDUs – Writing a book or leading a recognized CE course

   Request to receive PDUs – Writing a book or leading an unrecognized CE course

2. Attach the required documents.
3. Send everything by email to info@chambresf.com.
4. Pay the applicable fee(s).

Some requests for PDUs may result in a fee. If applicable, a request for payment will be sent to you and the fee must be paid before analysis begins.

*Please note that it is not necessary to submit a request to participate in a committee hearing.

Documents and information to provide

• Name and certificate number 
• Name and contact details of the person or organization offering the non-recognized training
• Title of the training 
• Number of PDUs requested that can be recognized per eligible subject
• Type of training and its duration
• Training plan or a description detailed enough to verify that the content of the training is appropriate for the subjects corresponding to the requested PDUs 
•  Date on which you fulfilled the attendance or successful completion requirements for the training
• Proof or certification of successful completion of the training or your attendance, issued in your name by the person or organization offering it
• For trainers, a statement from the organization confirming that you have successfully delivered the training
• For authors, a summary or copy of the work in question

Deadlines and recommendations

• The request must be submitted within six months after the training, and no later than the last day of the professional development cycle.
• It is recommended that you submit your request two to three weeks before the end of the cycle, as an incomplete or incorrectly filled out request could cause a delay and compromise your file’s compliance.

No refund is provided if the request is denied. For more details, please refer to the Règlement sur les frais exigibles (French only).

Processing the request

The Chambre generally reaches a decision within 15 days after receiving a request. However, administrative constraints or the complexity of certain requests may extend this period to up to 25 days. Any request requiring additional information from the member may also result in an additional delay in processing.

• You will receive written confirmation indicating the number of PDUs awarded. In the event of refusal, or if the decision differs from your request (for example, a lower number of PDUs or PDUs granted in a different subject), you have 15 days to submit your comments and request a review.
• The decision made following the review will be final.

Keeping documents

The Chambre may carry out audits. You must keep all supporting documents for 24 months after the end of the training cycle:

• Certificates of attendance or successful completion
• Transcripts of grades
• Documents submitted with your request