To assist you in your practice, the CSF provides ongoing advice articles for counsellors and the general public. In addition, you will find in this section CSF news, disciplinary decisions, radiations and press releases.
April 20, 2022
European regulators to integrate ESG criteria into KYC requirement?
March 29, 2022
Cybersecurity: tips to avoid hacking
March 3, 2022
The Quebec Public Curator updates its services
February 2, 2022
The Chambre, MFDA reach agreement
January 28, 2022
Protection of Personal Information: Three years to adjust
January 19, 2022
AMF report on critical illness insurance practices
January 14, 2022
The ABCs of understanding your investment statements
January 10, 2022
End RRSP season with peace of mind
December 1, 2021
The period has ended - What happens if I don’t comply?
October 12, 2021
End of continuing education period: The CSF supports you!
September 29, 2021
Consultation underway: Regulation Respecting Complaint Processing and Dispute Resolution in the Financial Sector
September 22, 2021
PDU record: Don’t wait until the deadline!
Finance and millennials
Consultants are increasingly serving the millennial generation. Millennials have different attitudes, tastes and needs than previous generations. Getting to know them well helps to better serve them. (in french only)
ProLab CSF: The art of connecting with your clients
ProLab CSF conference will be returning on June 15. Don’t miss this unique opportunity to improve your client relations by attending this half-day of high-level training.