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ProLab 2024

On October 10, the CSF invites you to a full day of training designed to deepen your knowledge and inspire you.  

Host and actress Élyse Marquis invites you to the 5th ProLab CSF training event. 

On the agenda: masterclasses, conferences, and a cocktail party celebrating the 25th anniversary of the CSF. 

 

  1. MAIN FEATURE

    4 ARTICLES

    Financial services professionals are increasingly dealing with an aging clientele. Due to the trust established over the years and the very personal exchanges necessary for effective financial planning, they are often well-positioned to detect signs of vulnerability, and even financial abuse. However, while advanced age alone is not a sign of vulnerability, many situations require heightened vigilance and considerable caution from advisors. By observing and recognizing signs of vulnerability, applying best practices, and adhering to their obligations, CSF members can effectively support their clients and act in their best interests.

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