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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 PDU CE credit hours. Any PDU CE credits listed are IN ADDITION TO THE 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
 

We GUARANTEE that you will pass your exam and receive your certificate for credits.
Pay ONCE for the course. If you fail retests are free until you pass. 
WOW... now that's a pass guarantee!

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).

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.

 

APPROVED - EXPIRES APRIL 15 2026
2.
RETIREMENT INCOME OPTIONS 

Recognition number: CSF22-04-56608
Number of PDUs: 7


2 in General Subject                                       
3 in Insurance of Persons
1 in Group Insurance of Persons
1 in Mutual Funds

 Course description

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APPROVED - EXPIRES MARCH 31 2026
3.
EMPLOYEE BENEFIT PLANS



NEW COURSE

Recognition number: CSF24-04-61261
Number of PDUs: 6

1 in General Subject                                       
1 in Insurance of Persons
4 in Group Insurance of Persons

Course description

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APPROVED - EXPIRES APRIL 14 2026
6.
BUSINESS INSURANCE PRINCIPLES

 

Recognition number: CSF15-03-33684

Number of PDUs: 5


4 in General Subject
1 in Insurance of Persons
 

Course description

 

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APPROVED - EXPIRES APRIL 14 2026
7.
BUSINESS INSURANCE SOLUTIONS

Recognition number: CSF15-03-33685

Number of PDUs: 5


2 in General Subject
3 in Insurance of Persons

 

Course description

 

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 APPROVED - EXPIRES APRIL 19 2026
9.
WEALTH TRANSFER & ESTATE PLANNING TECHNIQUES 

 

Recognition number: CSF20-04-52800
Number of PDUs: 5

2 in General Subject
3 in Insurance of Persons


Course description

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APPROVED - EXPIRES APRIL 14 2026
11.
PRINCIPLES OF EFFECTIVE MONEY MANAGEMENT



NEW COURSE 

Recognition number: CSF24-04-61350

Number of PDUs: 4

 

4 in General Subject

 

Course description

 

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APPROVED - EXPIRES APRIL 19 2026
12. THE ECONOMICS OF INSURANCE INVESTMENTS

Recognition number: CSF11-07-25647

Number of PDUs: 5


2 in General Subject
3 in Insurance of Persons

 

Course description

 

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APPROVED - EXPIRES MARCH 31 2026
13. THE FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL

NEW COURSE

Recognition number: CSF24-04-61262
Number of PDUs: 5

5 in Compliance


Course description

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APPROVED - EXPIRES APRIL 5 2026
15. ETHICS AND THE FINANCIAL SERVICES PROFESSIONAL

Recognition number: CSF15-03-33686

Number of PDUs: 5


5 in Compliance

 

Course description

 

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APPROVED - EXPIRES APRIL 14 2026
17. LONG-TERM CARE INSURANCE

NEW COURSE

Recognition number: CSF24-04-61348

Number of PDUs: 4


2 in General Subject
2 in Insurance of Persons

 

Course description

 

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APPROVED - EXPIRES APRIL 15 2026
18.
UNDERSTANDING E&O INSURANCE

Recognition number: CSF22-04-56610

Number of PDUs: 5

 

5 In Compliance


Course description

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APPROVED - EXPIRES APRIL 14 2026
20. FINANCIAL PLANNING FOR FEMALE CLIENTS & PROSPECTS

NEW COURSE

Recognition number: CSF24-04-61349

Number of PDUs: 6

 

3 In General Subject

2 in Insurance of Persons

1 in Group Insurance of Persons


Course description

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APPROVED - EXPIRES APRIL 19 2026
22. HOW DIVORCE AFFECTS YOUR CLIENT & PROSPECTS FINANCES

Recognition number: CSF 20-04-52803

Number of PDUs: 6


3 in General Subject
3 in Insurance of Persons

 

Course description

 

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APPROVED - EXPIRES MARCH 31 2026
25. MONEY LAUNDERING

NEW COURSE

Recognition number: CSF24-04-61263
Number of PDUs: 5
   
5 in Compliance

Course description

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APPROVED - EXPIRES MARCH 31 2026
26. FUNDING POST SECONDARY EDUCATION

NEW COURSE

Recognition number: CSF24-04-61264

Number of PDUs: 5


1 in General Suubject
4 in Scholarship Plan

 

Course description

 

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APPROVED - EXPIRES APRIL 15 2026
29. UNDERSTANDING INSURANCE CLAIMS

Recognition number: CSF22-04-56611
Number of PDUs: 5
   
2 in General Subject                                                  
2 in Insurance of Persons                                                 
1 in Group Insurance of Persons

Course description

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APPROVED - EXPIRES MAY 21 2026
31. REAL WORLD APPLICATIONS IN PRACTICE

 

Recognition number: CSF24-05-61885
Number of PDUs: 4

3 in Compliance
1 in Insurance of Persons

Course description

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APPROVED - EXPIRES APRIL 14 2026
39. CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS

NEW COURSE

Recognition number: CSF24-04-61351
Number of PDUs: 4
   
2 in General Subject                                                  
2 in Insurance of Persons

Course description

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APPROVED - EXPIRES APRIL 14 2026
41. MANAGING MARKET BASED INVESTMENT CONTRACTS

NEW COURSE

Recognition number: CSF24-04-61352
Number of PDUs: 3

3 in Insurance of Persons

Course description

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APPROVED - EXPIRES MAY 21 2026
47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS CONSEQUENCES

NEW COURSE

Recognition number: CSF24-05-61886
Number of PDUs: 4

3 in Compliance
1 in Insurance of Persons

Course description

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Pro-Seminars is Canada's leading provider of education, training and materials for Insurance and Financial Services Professionals.
Pro-Seminars is an approved and accredited education provider specializing in 2-day 15 CE credit seminars and online CE courses.



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