About us
For over 25 years, our mission is to protect the public by ensuring the integrity and professionalism of our financial advisors.
Mission & History
CSF's mission is to protect the public by regulating all aspects regarding mandatory continuing education, ethics and discipline of its 34 000 members.
About our members
The duty of the approximately 34,000 professionals is to provide advice in the best interests of their clients.
Governance
Find out about the team that enables the CSF to accomplish its mission of protecting the public with integrity, efficiency and transparency.
Laws and regulations
The CSF and its members' practices are governed by laws and regulations.
Find out all information and links regarding applicable regulations to financial services professionals.
Annual reports
Read our annual report to learn more about our activities and operations.
Standards
Consult the CSF graphic standards. These provide essential guidelines for the consistent application of our visual identity.