Mission & History
The CSF's mission is to ensure the protection of the public by overseeing the mandatory continuing education, ethics and discipline of its some 34,000 members who are financial security advisors, group insurance and annuity advisors, financial planners, mutual fund representatives and scholarship plan representatives. For the past 25 years, the CSF has acted on many fronts, always as close as possible to the reality in field.
1999
Bill 188 establishes the CSF.
2000
One of the first professional organizations to impose mandatory continuing education.
2001
Adoption of the Regulation on Ethics in Securities Disciplines.
2002
Recognition of its status as a self-regulatory organization.
2006
The first Canadian organization to require its members to complete a specific compliance training.
2011
The first Canadian organization to offer a tool that documents and demystifies compliance: InfoDéonto.
2013
Launch of the mandatory compliance course: a first in Canada! (Satisfaction rate of 94%).
2016
Launch of ProDéonto, the 2nd mandatory compliance course (Satisfaction rate of 97%).
2018
Bill 141 confirms the relevance of its multidisciplinary self-regulation model.
2019
Creation of the annual continuing education event ProLab CSF.
2020
Launch of the 3rd mandatory compliance course ProAdvice (Satisfaction rate of 97%).
2024
The CSF celebrates its 25th anniversary.
