The CSF
The CSF is a self-regulatory organization whose mission is to protect the public. It contributes to the proper functioning of the financial sector by ensuring the professionalism of its 34,000 members. Thus, the CSF oversees the ethics, discipline, and continuing education of financial services advisors.
Over the past 25 years, the CSF has taken action on many fronts, always staying close to the realities of both consumers and its members.
Who are the members of the CSF?
They are all professionals working in Quebec as financial security advisors, group insurance and annuity advisors, financial planners, mutual fund representatives, and scholarship plan representatives. They work in financial institutions or as independent representatives.
Why should you consult a professional who is a CSF member?
Because the CSF’s mission is to protect you. How? By ensuring that your advisor always acts in your best interest. Like all professionals in Quebec, they are required to complete continuing education and to practice within a strict ethical framework.
Preparing to meet with an advisor
Start by checking if your advisor is a member of the CSF and authorized to practice. Since they need to know you well to guide you properly, be ready to talk about your personal situation and goals. Also, gather any documents they may need to advise you wisely. Have a great meeting!
If in doubt, you can seek recourse
Your advisor must propose the best strategies based on your situation, priorities, and goals. If you feel you’ve been wronged, report it to our syndic, who will investigate to determine the appropriate actions and whether a complaint should be filed with the Disciplinary Committee. Rest assured that the CSF implements the most appropriate mechanisms to ensure public protection.
News
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MAIN FEATURE
4 ARTICLESFinancial 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.
CSF Mag+
CSF Mag+ is a quarterly magazine distributed directly to our approximately 34,000 members. While it is dedicated to our CSF members, this magazine is a valuable tool for all those working in the field of personal finance, including professionals adjacent to this sector.
Available in print format for our members, CSF Mag+ is also available online, allowing for a broader dissemination of knowledge and best practices. Our rich and varied content includes in-depth articles, thematic dossiers, and interviews with field experts and practitioners.
CSF Mag+ covers a wide range of relevant topics such as ethical standards, technological innovations, career management, market trends, and much more, to ensure continuous education and regular skills updates for our members.
