Cette page n’est pas disponible en français

Visitez la page d'accueil en français

Close window

Skip to main content
Accueil

Secondary menu [Desktop]

  • Events
  • News
  • FAQ
  • Contact us
    • Français
Chaire CSF-INRS
Chaire CSF-INRS

 

profile

Log in

 

Accueil

Main navigation

  • About us

    About us

    • Mission & history
    • About our members
    • Governance
    • Laws and regulations
    • Annual reports
    • Standards
  • Protection of the public

    Protection of the public

    • Your advisor
    • Your recourse
    • Ethical conduct and Discipline
  • Professional development

    Professional development

    • New members
    • Continuing education courses
    • Professional development requirements
    • Professional titles and designation
    • Multiple continuing education purchases
    • Guides and Forms
    • Continuing Education Provider
  • InfoDéonto

    InfoDéonto

    • Professional Practice
    • Client relations
    • Record management
    • Compensation
    • Toolbox
    • Regulatory environment
    • Are you being investigated?
    • Contact our compliance experts
  • Secondary menu [Desktop]

    • Events
    • News
    • FAQ
    • Contact us
      • Français
    Chaire CSF-INRS
 
profile

Log in

  1. Home
  2. Professional development
  3. Guides and Forms

Guides and forms

To find out everything you need to know about PDU record or to have a training activity recognized, several guides and forms are available for members and continuing education providers. 

Members

  • Member’s PDU record guide
  • Application form for recognition – Individual (by a representative)
  • Application form for recognition of PDUs – University or CEGEP course
  • Application form for recognition of PDUs – Canada-wide agreement
  • Application form for recognition of PDUs – for an author (article, presentation, book, or other)
  • Application form to request an exemption:The representative must access their PDU record, click on the Exemption Request tab, complete the online form, and attach the required supporting documentation to dispense@chambresf.com.

Continuing Education Providers

  • Guide for providers – Recognition of a professional development activity
  • Identification of trainers form
  • Application form for recognition of a professional development activity (by a provider)
    • Training plan
  • Fee chart for recognition requests
  • Application form to modify an activity recognize or to add or replace a trainer
  • Application for recognition – Developer or trainer
  • Application for permission to use the logo confirming the recognition by the CSF
  • Template – Attendance list for a professional development activity
  • Template – Certificate of attendance
Home

Acces Rapide mobile

  • Protection of personal information and access to information request
  • Dealer/Firm Portal
  • Code of Ethics

Chambre de la sécurité financière
2000, avenue McGill College, 12e étage
Montréal, Québec H3A 3H3

Phone: 514 282-5777
Toll free: 1 800 361-9989
Fax: 514 282-2225
info@chambresf.com

Follow us

  •  Follow us on Facebook
  • Follow us on Linkedin
  • Follow us on Instagram
  • Follow us on Youtube

Quick access

  • About us
  • FAQ
  • Career
  • Newsletters
  • Protection of personal information and access to information request

Accès Rapide (droite)

  • Dealer/Firm Portal
  • CSF Mag+
  • Code of Ethics
  • Contact Us

Follow us

  •  Follow us on Facebook
  • Follow us on Linkedin
  • Follow us on Instagram
  • Follow us on Youtube
© 2025 Chambre de la sécurité financière All rights reserved
Terms of use and privacy | Cookie Preferences
back to top