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:
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, please visit the official website of LégisQuébec or 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
Exemption from continuing education
Am I compliant?
The CSF meets its new members
If you have held a right to practice for less that two years, the CSF invites you to its brand new event dedicated to its new members, which will take place on September 13, 2023 in virtual.
It will be a great opportunity to learn everything about the best practices to adopt and the pitfalls to avoid. We will take this opportunity to exchange with you and answer all your questions. So do not hesitate, come, and meet us!
For further information
About the CSF
100% CSF continuing education courses