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CSF continuing education

The regulation of the chambre de la sécurité financière (CSF) enforces compulsory professional development. This requires all financial services and products professionals registered or who hold a certificate issued by the Autorité des marchés financiers to earn a precise number of professional development units (PDU). IFC Formation Continue will assist you in upgrading your skills to provide the best possible service. We offer a full range of training sessions for the following sectors: insurance of persons, group insurance of persons, group savings plan brokerage and scholarship plan brokerage.

Financial services PDUs

If your employees require CSF training sessions, IFC can send an instructor to teach the required courses at your place of business. We also offer online training and we regularly organize conference days in Quebec City and Montreal. Our group savings plan trainings include a large number of aspects related to this area, from risk management to the study of the various pension schemes or client counselling. As for insurance of persons, trainings can cover trusts, segregated funds or different investor profiles and asset allocations.

Our CSF compliance training courses, offered in Montreal and Quebec, talk about standards and ethics and business conduct. Knowing and understanding good business practices facilitates earning your customers’ trust. We cover a wide range of topics such as the CSF code of ethics, the concept of confidentiality and professional secrecy, and business meals.

With over forty different courses both in financial services and products, high quality relevant trainings taught by passionate and exciting instructors, the procurement of your PDUs in financial services will be an enjoyable experience. For your IQPF and CSF training in Quebec and Montreal, choose IFC Formation Continue.

You can either browse our CSF training calendar or fill out our online form to reserve your place to attend a financial services continuing education course.