New members

The first time you access your PDU record, you must activate your account by identifying yourself with your Autorité des marchés financiers certificate number and the email address used when you registered:

If you have already activated your account, log in here to access your PDU record or/and follow your 100% CSF continuing education courses:

The CSF meets its new members

Would you like to learn more about the CSF, its mission, vision, and initiatives?

Whether you are new to the industry or have been in it for several years, join the new member orientation webinar to learn more about the resources and tools designed for you.

We will take this opportunity to answer all your questions. So please don't hesitate and join us on September 25th! The event will qualify for 1 PDU (subject to be determined).

Protecting the public through professional development

Professional development and maintaining the highest standards of practice through continuing education are pillars of the CSF’s mission to protect the public.

Continuing education enables CSF members to maintain a high level of professional competence and keep up with the latest regulatory and technological changes impacting the financial ecosystem, helping protect the financial health of the people who rely on them.

This page summarizes the continuing education requirements that all advisors must meet, and is intended as a practical guide. If you have questions or need more detailed information, contact the CSF’s Information Centre.

The Regulation of the Chambre de la sécurité financière respecting compulsory professional development applies to you if you have been issued authorization from the Autorité des marchés financiers (AMF) to practice in one of the following fields of expertise:
• Mutual funds
• Scholarship plans
• Insurance of persons
• Group insurance of persons

Continuing education obligations

Mandatory compliance course

Your PDU record

Get PDUs

Exemption from continuing education

Am I compliant?

For further information

About the CSF


100% CSF continuing education courses