The 2021-2023 continuing education period is over

The transition to the new 2023-2025 period is underway until Thursday, December 7, 2023. During this period, no connection or consultation will be possible.

If your advisors have not been able to enter your completed training certificates before November 30, 2023, 11:59 PM, please send them to, our team will proceed with the entry (fees may apply).

Any training completed from December 1, 2023, onwards will be counted towards the new reference period (2023-2025).

For any questions regarding, please feel free to contact us at 514 282-5777 or 1 800 361-9989 or by email at

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Access to the Dealer/Firm portal

The CSF has developed a web portal for dealers and firms to access the PDU record of their attached CSF advisors.

You don’t have your access yet?

To get access to the portal and schedule a deployment, please fill out the form below.


For any questions or requests related to the Dealer/Firm portal, please contact the CSF information center at 514 282-5777/ Toll-free: 1 800 361-9989 or by email at