Merger of the ChAd and the CSF

A simple way to register multiple consultants to 100% CSF continuing education activities!

Would you like to have your training recognized by the Chambre? Here you will find regulations, policies and all the information you need to make your training courses eligible for professional development units (PDUs). You will learn about the key criteria to meet, the types of training recognized, and the factors taken into account during the analysis.

Compulsory professional development helps members update and strengthen their professional skills. As a member, you are responsible for fulfilling your obligations by earning the required units based on your rights to practice. This guide explains the steps you need to take to ensure that your training file is compliant.

For ethical obligations, please refer to the InfoEthics section.

The Chambre plays a key role in the professional development of its members by providing structured and recognized training programs. These programs not only enable members to obtain professional titles and designations, but also to strengthen their expertise in specialized fields.

Continuing education is central to the Chambre’s mission of protecting the public. It supports the evolution of practices, promotes the advancement of knowledge and encourages specialization in key fields of the sector. To meet the diverse needs of professionals and training partners, the Chambre provides a comprehensive set of resources designed to facilitate access to information, guide training choices and enhance the skills required.

When potentially wrongful conduct is reported, the syndic conducts a thorough inquiry to determine whether a complaint should be filed. If a complaint is filed, the Disciplinary Committee takes over to hear the case. Composed of peers, this committee evaluates the facts in light of professional standards. Together, these two mechanisms ensure the protection of the public, compliance with ethical rules and the credibility of the profession.

Are you responsible for compliance at a firm or financial institution? The Chambre’s Dealer/Firm Portal is designed for you. This secure portal allows you to consult the PDU records of advisor members attached to your organization. It is an essential tool for ensuring rigorous monitoring in compliance with regulatory requirements.

The Chambre ensures rigorous oversight of professional practice in order to protect the public and maintain confidence in licenced professionals. To support this mission, it provides several information and management resources designed to meet the needs of members, training partners and compliance officers.