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Professional Development Requirements - Reference period from December 1, 2023 to November 30, 2025

The Regulation of the Chambre de la sécurité financière respecting compulsory professional development applies to every professional holding an authorization issued by the Autorité des marchés financiers allowing him to practice in any of the following sectors and registration categories:

* Mutual funds;
* Scholarship plans;
* Insurance of persons;
* Group insurance of persons.

A representative must accumulate the following professional development units (PDUs):

* 10 PDUs in general subjects;
* 10 PDUs in compliance (CO) with standards, ethics and business conduct (Important: See section on mandatory course on compliance);
* 10 PDUs in topics specific to each sector or registration category in which he is authorized to pursue activities:

 

Insurance of persons - IP	10 PDUs
Group insurance of persons - GIP	10 PDUs
Mutual funds - MF	10 PDUs
Mutual funds and Scholarship plans	10 PDUs specific to mutual funds + 5 PDUs specific to scholarship plans
Scholarship plans - SP	10 PDUs including a minimum of 5 PDUs specific to scholarship plans (the remaining PDUs must be accumulated in mutual funds or in scholarship plans)

More PDU information and what counts for each of the above - CSF PDU Course Content

During a reference period, PDUs accumulated in excess of the number required in a specific category or in compliance will be credited to general subjects.

It is important for representatives to check that the training activities completed are recognized by CSF and that these activities are entered in their PDU record file at the latest on the 30th of November of an odd year. Representatives who have pursued activities in the financial planning sector should check with the Institut québécois de planification financière (IQPF).

Please note - FOR QUEBEC Resident Advisors - Our pricing model is based on the number of Life CE credit hours that each course provides, and not the number of PDU credit hours. Any PDU CE credits listed are IN ADDITION TO any Life CE credits listed.  

So even though you are completing one of the PDU listed courses, your certificate is still going to reflect any Life & or A&S CE credit hours along with any allotted PDU CE hours.

EXAMPLE: COURSE # 2 RETIREMENT INCOME OPTIONS located HERE

This course is priced for 7 Hours - Life & A&S CE, so the cost for this course would be - 7 hours X $12.00 + TAX AND your Certificate of Completion would show 7 Life CE credits in addition to the allotted PDU CE credits

Important notes – Advisors are responsible for ensuring that CE credits are applicable to the individual regulatory, licensing, designation, and professional membership bodies under which they are governed.

The following courses are approved for Quebec PDUs