• The two organizations work together to strengthen the professional skills of financial services advisors
• Four quality training sessions from APFF will be available free of charge for members

Montréal, May 7, 2024 - The Chambre de la sécurité financière ("CSF") is pleased to partner with the Association de planification fiscale et financière ("APFF") to enhance its offering of continuing education available to financial security advisors, group insurance and group annuity plans advisors, mutual fund dealer representatives, and scholarship plan dealer representatives. Moreover, the CSF is delighted to offer its members four quality APFF training sessions for free. Starting todayrfr, CSF members can nowtake an APFF training recognized by the CSF and earn corresponding PDUs.

"We want to ensure optimal protection of the public and enhance consumer confidence in the financial ecosystem. Continuing education is one of the pillars on which we rely to accomplish our important mission, and it is important for us to be in tune with the expressed needs of members in terms of development," said Me Marie Elaine Farley, President and CEO of CSF. "As our canadian taxation system becomes increasingly complex, this new partnership addresses this challenge while aligning with our strategy to democratize access to quality training. This partnership with APFF marks an important step in implementing structuring initiatives and demonstrates the commitment of our two organizations to promote excellence and continuous development within the industry."

"This collaboration with CSF represents a major advancement in our commitment to making high-quality training more accessible to professionals in the financial sector. We are convinced that this will help strengthen the skills and expertise of members of both organizations. Tax and legal issues can play a significant role in financial services advice, especially when professionals advise entrepreneur clients, or individuals with complex life situations. The choices of products offered must be adapted to the particularities and challenges of these situations. APFF training thus provides valuable tools to CSF members," said Me Maurice Mongrain, President and CEO of APFF.

Four APFF training sessions offered free of charge to CSF members

To facilitate access to recognized quality training, the CSF will integrate the following four APFF training sessions into its online learning platform and offer its members the exclusive opportunity to take them for free when subscribed on its website (all courses are available only in French):

Taxation Courses

• Cours 21 – Revenus de placement des particuliers (2 UFC en assurance de personnes ou épargne collective) – mise à jour en cours, disponible à l’été 2024
• Cours 26 – Incidences fiscales des produits financiers et planification de la retraite (3 UFC en assurance de personnes ou épargne collective) – disponible dès maintenant
• Cours 27 – Assurances et rentes (3 UFC en assurance de personnes) – disponible dès maintenant

Basic Law Courses

• Cours 07 – Décès et planification testamentaire (3 UFC en assurance de personnes) – mise à jour en cours, disponible à l’été 2024

   

A majority of APFF training sessions integrated into the CSF offering

It is planned that all APFF training sessions relevant to the professional development of CSF members and meeting continuing education requirements, will be recognized by the CSF to enhance its offering of continuing education. The framework of this collaboration marks an important step in the development of the CSF's professional development strategy and demonstrates the ongoing commitment of both organizations to promoting excellence in the financial sector. Here is the list of APFF training sessions recognized by the CSF, to which additional training sessions will be added:

Taxation courses

Insurance of persons

• Cours 02 – Convention entre actionnaires (2 UFC)
• Cours 07 – Décès et planification testamentaire (3 UFC)
• Cours 20 – Sociétés de personnes (2 UFC)
• Cours 24 – Travailleurs autonomes (2 UFC)
• Cours 27 – Assurances et rentes (3 UFC)
• Cours 28 – Transactions familiales et divorce (2 UFC)
• Cours 29 – Impôt sur le revenu et le décès (2 UFC)
• Cours 30 – Fiducie, partie 1 (3 UFC)
• Cours 31 – Fiducie, partie 2 (2 UFC)
• Cours 32 – Planification testamentaire et post mortem (3 UFC)
• Cours 33 – Transmission d’entreprises – Aspect humain (2 UFC)
• Cours 34a – Transmission d’entreprises – Évaluation (3 UFC)
• Cours 35 – Transmission d’entreprises – Aspect fiscal (4 UFC)

Mutual funds

• Cours 09 – Rémunération de l’employé et de l’actionnaire dirigeant (2 UFC)
• Cours 10 – Société de services et incorporation des professionnels (2 UFC)
• Cours 15 – Société de portefeuille (3 UFC)
• Cours 21 – Revenus de placement des particuliers (2 UFC)
• Cours 26 – Incidences fiscales des produits financiers et planification de la retraite (3 UFC)

General subjects

• Cours 01 – Incorporation d’une entreprise (2 UFC)
• Cours 07 – Calcul de l’impôt (2 UFC)
• Cours 11 – Achat d’actifs/Achat d’actions (2 UFC)
• Cours 12 – Transfert d’actifs à une société (2 UFC)
• Cours 23 – Immobilier (2 UFC)
• Cours 42 – Immobilier (2 UFC)
• Cours 47 – Assujettissement des particuliers non résidents à l’impôt canadien (3 UFC)
• Cours 48 – Émigration et immigration des particuliers/Aspects fiscaux (2 UFC)
• Cours 50 – Fiscalité américaine des particuliers (2 UFC)

Basic Law Courses

Insurance of persons

• Cours 02 – Droit de la famille (partie 1) (3 UFC)
• Cours 05 – Administration du bien d’autrui (3 UFC)

General subjects

• Cours 02 – Droit de la famille (partie 2) (1 UFC)

Online Trainings 
(The replayed versions of these webinars are currently being recognized)

Mutual funds

• Avantages fiscaux découlant de la philanthropie – webinaire en ligne du 1er février 2024 (1 UFC)
• Calcul de l’impôt minimum de remplacement – webinaire en ligne du 29 février 2024 (1 UFC)
• Donation entre vifs : charité bien ordonnée va de pair avec fiscalité – webinaire en ligne du 24 janvier 2024 (1 UFC)
• Impact de l’augmentation des taux d’intérêt (taux prescrits et règles d’attribution) - webinaire en ligne du 14 décembre 2023 (1 UFC)

General subjects

• Colloque sur le transfert d’entreprise 2024 – webinaire en direct du 21 mars 2024 (7 UFC)

CSF members who have taken APFF training sessions recognized by the CSF since December 1, 2023, will be able to have their PDUs recorded in their file. To receive their certificate, they are invited to contact theAPFF's member services at apff@apff.org.

In addition, CSF members can register for these training sessions and consult the complete offering of APFF training sessions by visiting their website at apff.org/en/.

About the Association de planification fiscale et financière

The APFF’s mission is to disseminate knowledge and develop skills in taxation and financial planning, while facilitating interactions between its members and government bodies. For nearly 50 years, APFF has relied on strong values of competence, trust, accessibility, and gathering to ensure quality training and accuracy of knowledge it disseminates to its 2,800 tax specialists and financial planners who are members. www.apff.org