New members
The first time you access your PDU record, you must activate your account by identifying yourself with your Autorité des marchés financiers certificate number and the email address used when you registered:
The CSF meets its new members
Would you like to learn more about the CSF, its mission, vision, and initiatives?
Whether you are new to the industry or have been in it for several years, join the new member orientation webinar to learn more about the resources and tools designed for you.
We will take this opportunity to answer all your questions. So please don't hesitate and join us on September 25th! The event will qualify for 1 PDU in compliance.
Protecting the public through professional development
Professional development and maintaining the highest standards of practice through continuing education are pillars of the CSF’s mission to protect the public.
Continuing education enables CSF members to maintain a high level of professional competence and keep up with the latest regulatory and technological changes impacting the financial ecosystem, helping protect the financial health of the people who rely on them.
This page summarizes the continuing education requirements that all advisors must meet, and is intended as a practical guide. If you have questions or need more detailed information, contact the CSF’s Information Centre.
The Regulation of the Chambre de la sécurité financière respecting compulsory professional development applies to you if you have been issued authorization from the Autorité des marchés financiers (AMF) to practice in one of the following fields of expertise:
• Mutual funds
• Scholarship plans
• Insurance of persons
• Group insurance of persons
Continuing education obligations
Mandatory compliance course
Your PDU record
Get PDUs
Exemption from continuing education
Am I compliant?
For further information
About the CSF
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