This CE activity is recognized in several subjects. Please choose the formula that suits you best (only one of the 3 formulas can be purchased and completed).

This choice is final and the distribution of PDUs cannot be split into several subjects.

This CE activity is recognized in several subjects. Please choose the formula that suits you best (only one of the 3 formulas can be purchased and completed).

This choice is final and the distribution of PDUs cannot be split into several subjects.

This CE activity is recognized in several subjects. Please choose the formula that suits you best (only one of the 2 formulas can be purchased and completed).

This choice is final and the distribution of PDUs cannot be split into several subjects.

This CE activity is recognized in several subjects. Please choose the formula that suits you best (only one of the 2 formulas can be purchased and completed).

This choice is final and the distribution of PDUs cannot be split into several subjects.

ProAdvice, the mandatory course for 2019-2023, is the perfect blend of professional advice and consumer protection. Greatly inspired by real-life cases experienced by our members, the training offers an engaging interactive journey, punctuated by scenarios and expert interviews, that raises many questions but provides a wealth of answers.

In cases of mistreatment, conflict of interest, or client acquisition, would you have made the right decision? Take the ProAdvice course that suits your practice and discover that compliance is an ally for professional success.

Our mission: protect the public by ensuring the integrity and professionalism of our members, financial services advisors.

When you call on the services of a professional, you have the right to expect top-notch service. Members of the CSF are required to uphold their professional obligations at all times, including putting your interests above all other considerations. In addition, they must undergo professional development to keep their knowledge up to date.

Financial services professionals who are members of the CSF must follow the rules and principles set out in specific laws and regulations governing ethical conduct. In the event of a breach, the CSF will take the disciplinary measures necessary to protect the public.

Anyone who suspects a financial services advisor of a violation or professional misconduct may contact the syndic of the Chambre. This applies even if the advisor in question is not your own or if the incident occurred a long time ago. It is important to note that the CSF intervenes only in cases of violations committed by its current or former members.

Financial services advisors overseen by the Chambre de la sécurité financière look out for your financial well-being. Learn why their professional obligations are your best protection and follow our advice to choose the best professional for you and get the most from your meetings.

The Chambre de la sécurité financière (the “CSF”) places great importance on the protection of personal information it holds within the scope of its activities. Moreover, the CSF is subject to the Act respecting access to documents held by public bodies and the protection of personal information, which imposes upon it the obligation to ensure the confidentiality of the personal information it holds and take the necessary safeguards to do so. Consequently, the CSF has adopted very stringent security and control measures to ensure the protection of this information.