Protection of the public

Commitment to the profession

A professional with a long list of qualifications is good, but a professional who never stops learning in order to upgrade their skills and knowledge is even better! That’s why the Chambre de la sécurité financière (CSF) has 4 essential tools to ensure exemplary practice by financial services professionals.

1 Continuing education

Continuing education keeps standards of practice high and helps fulfil our mission of protecting the public. The CSF is a continuing education pioneer in its field. It required its members to complete continuing education courses and earn professional development units in order to continue practicing well before most other professional associations adopted similar rules

2 Mandatory course in compliance

Did you know that the CSF was the first professional association in the country to develop a mandatory compliance course? The course is structured around your advisor’s four major responsibilities:

S’informer

S’informer pour avoir en main tous les renseignements pertinents quand vient le temps de vous conseiller

Expliquer

Expliquer les tenants et les aboutissants des stratégies recommandées

Évaluer

Évaluer toutes les solutions possibles en fonction de votre situation

Conseiller

Vous conseiller afin que vous preniez des décisions éclairées

3 InfoDéonto

CSF member advisors are required to follow a code of ethics and meet obligations that ensure that your interests remain their top priority. To help advisors fulfil their obligations every day, the CSF developed the InfoDéonto online tool. Advisors are required to demonstrate qualities that ensure the protection of the public, namely:

+ Competence

+ Honesty

+ Integrity

+ Caution

+ Loyalty

+ Diligence

+ Putting your interests first

4 Skill profiles

Skill profiles allow your advisor to build their own individual training plan. They were developed based on an in-depth analysis of the profession as experienced by experts working in the field. Each profile is associated with an inventory of required skills.

No resting on our laurels!

Obtaining a licence to practice is merely the first step in the continuing education process. Advisors need to be familiar with the latest practices and techniques to work effectively and keep up with a rapidly changing world. CSF members understand this. That’s why they’re committed to their profession and your best interest.

Is your advisor a CSF member? Get informed and make the right choice.