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 robert landry

1999

Bill 188 establishes the CSF.

2000 formation continue

2000

One of the first professional organizations to impose mandatory continuing education.

2001 Regelement sur la deontologie

2001

Adoption of the Regulation on Ethics in Securities Disciplines.

2002 loi 107

2002

Recognition of its status as a self-regulatory organization.

2006 premier organisme canadien

2006

The first Canadian organization to require its members to complete a specific compliance training.

2011 InfoDéonto

2011

The first Canadian organization to offer a tool that documents and demystifies compliance: InfoDéonto.

2013 cours obligatoire en conformité

2013

Launch of the mandatory compliance course: a first in Canada! (Satisfaction rate of 94%).

2016 ProDéonto

2016

Launch of ProDéonto, the 2nd mandatory compliance course (Satisfaction rate of 97%).

2018 loi 141

2018

Bill 141 confirms the relevance of its multidisciplinary self-regulation model.

2019 ProLab

2019

Creation of the annual continuing education event ProLab CSF.

2020 lancement de Proconseil

2020

Launch of the 3rd mandatory compliance course ProAdvice (Satisfaction rate of 97%).

2023 chaire inegalités

2023

Creation of the CSF-INRS Chaire argent, inégalités et société.

2024 25e anniversaire

2024

The Chambre celebrates its 25th anniversary.