Skip to main content
Home

Secondary menu [Desktop]

  • About us
  • FAQ
  • Contact Us
  • Career
    • Français

 

Log in

 

Main navigation

  • Protection of the public

    Click here for “Protection of the public”

    • Your advisor
    • Your recourse
    • Ethical conduct and Discipline
    • Secondary menu [Desktop]

      • About us
      • FAQ
      • Contact Us
      • Career
        • Français
  • Professional development

    Click here for “Professional development”

    • My PDU record
    • Continuing education courses
    • Mandatory compliance course
    • Professional development requirements
    • Professional titles and designation
    • Multiple continuing education purchases
    • Guides and Forms
    • Continuing Education Provider
    • Secondary menu [Desktop]

      • About us
      • FAQ
      • Contact Us
      • Career
        • Français
  • InfoDéonto

    Click here for “InfoDéonto”

    • Business development
    • Client relations
    • Record management
    • Compensation
    • Toolbox
    • Regulatory environment
    • Are you being investigated?
    • Contact our compliance experts
    • Secondary menu [Desktop]

      • About us
      • FAQ
      • Contact Us
      • Career
        • Français
  • News

    Click here for “News”

    • Dossier: Responsible Investment
    • Dossier: Love & Money
    • La finance et les millénariaux
    • Dossier: Transferring a business
    • Press releases
    • Radiations
    • Annual reports
    • Magazine
    • Briefs
    • Secondary menu [Desktop]

      • About us
      • FAQ
      • Contact Us
      • Career
        • Français
  • Events
  • Secondary menu [Desktop]

    • About us
    • FAQ
    • Contact Us
    • Career
      • Français

  1. Home
  2. Professional development
  3. Guides and Forms
Professional development

Guides and forms

To find out everything you need to know about PDU record or to have a training activity recognized, several guides and forms are available for members and continuing education providers. 

 

Members

  • Member’s PDU record guide

  • Application form for recognition – Individual (by a representative)

  • Application form for recognition of PDUs – University or CEGEP course

  • Application form for recognition of PDUs – Canada-wide agreement

  • Application form for recognition of PDUs – for an author (article, presentation, book, or other)

  • Application form to request an exemption : The representative must access their PDU record, click on the Exemption Request tab, complete the online form, and attach the required supporting documentation to dispense@chambresf.com.

Continuing Education Providers

  • Guide for providers – Recognition of a professional development activity

  • Identification of trainers form

  • Application form for recognition of a professional development activity (by a provider)

    • Training plan

  • Fee chart for recognition requests

  • Application form to modify an activity recognize or to add or replace a trainer

  • Application for recognition – Developer or trainer

  • Application for permission to use the logo confirming the recognition by the CSF

  • Template – Attendance list for a professional development activity

  • Template – Certificate of attendance

Home

Main navigation

  • Protection of the public

    Click here for “Protection of the public”

  • Professional development

    Click here for “Professional development”

  • InfoDéonto

    Click here for “InfoDéonto”

  • News

    Click here for “News”

  • Events
  • Secondary menu [Desktop]

    • About us
    • FAQ
    • Contact Us
    • Career
      • Français

Secondary menu [Desktop]

  • About us
  • FAQ
  • Contact Us
  • Career
    • Français

Contact Us

Chambre de la sécurité financière
2000, avenue McGill College, 12e étage
Montréal, Québec H3A 3H3

Phone: 514 282-5777
Toll free: 1 800 361-9989
Fax: 514 282-2225
info@chambresf.com

Follow us

  •  Follow us on Facebook
  •  Follow us on Twitter
  •  Follow us on Linkedin
  •  Follow us on Instagram
  •  Follow us on Youtube
© 2023 Chambre de la sécurité financière - All rights reserved
Terms of use and privacy