Deadline for the CSF reference period of December 1, 2015 to November 30, 2017.

Final days for the deadline for the CSF reference period of December 1, 2015 to November 30, 2017.

Did you know you can enter your PDUs on your CSF PDU record?

Here is how  you enter the PDUs obtained for training activities into your PDU record on the CSF website.

You can enter the proof of presence to training activities on the CSF’s website through a secure access in the Members’ Area section.

To activate their online member record, the member must go to the Members’ Area page, click on Activate your membership under the yellow authentication square, and follow the instructions.

Once the Member’s Area is activated, the member will be able to access his PDU record.

The member can enter the PDUs by:

  1. Opening a session on the Members’ Area by entering their certificate number and password
  2. Click on “To consult your PDU record, click here”
  3. Click on Enter activities
  4. Enter the identification number of the training activity. The number is listed on the proof of presence issued by the person responsible for the training activity. It contains 11 to 12 characters and is similar to CSF00-00-00000
  5. Enter the date when the training activity took place
  6. Enter your name and specify the PDU category
  7. Click on “Save”

The member can add training activities or delete them if they were erroneously added by mistake. When they have finished entering the PDUs, the member is encouraged to print the page and keep it until the information entered has been transferred to their PDU record.

It’s important to keep any proof of presence to training activities for 24 months following the reference period during which the activity took place, because the CSF will periodically check with members. Upon request by the CSF, the member must send their proofs of presence within 30 days.

 

 

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 practise in any of the following sectors and registration categories:

  • Group savings plan brokerage;
  • Scholarship plan brokerage;
  • 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 with standards, ethics and business conduct*;
  • 10 PDUs in topics specific to each sector or registration category in which he is authorized to pursue activities

The member can prove they participated in a training activity and enter the PDUs into their record by entering the proof of presence either:

  • Online in their PDU Record in the Members’ Area
  • By fax, at 514-282-3418
  • By email, at ufc@chambresf.com
  • By mail at: Chambre de la sécurité financière, 2000, McGill College avenue, 12th floor, Montréal, (Quebec) H3A 3H3

 

Online Accredited CSF Courses Here

 

 

ChAD Compulsory Course for 2017

ChAD Compulsory Course for 2017

ChAD Compulsory Course Worth 2 PDUs

Beginning with the 2016-2017 reference period, and continuing thereafter for each reference period, representatives will be obliged to take a compulsory course developed by the ChAD worth 2 PDUs. The general objective of this compulsory course is to address ethical shortcomings. The PDUs earned by taking this course will count towards the 20 compulsory PDUs representatives must earn during each compliance period. They will also count towards the minimum of 3 compulsory PDUs in Compliance.

The 2016-2017 compliance period compulsory course is entitled Focusing on Compliance: Your Duty to Inform, Explain and Advise and will be offered online at the ChAD’s training site, ÉduChAD. The course targets the top reason for complaints over the past four years: failure to properly inform, explain and advise.

To find out more about this compulsory course, please click on its page here​.

Limit on the Number of PDUs Earned After Re-taking the Same Training

Members may earn PDUs for taking the same training a maximum of two times, as long as the training is taken during two different reference periods. A member who has already earned PDUs twice for the same training will not earn any further PDUs if he or she takes this training once again.

Carry-over of Five PDUs

Members who have earned extra PDUs are permitted to transfer up to five PDUs to the following compliance period.
 
 
ChAD Accredited Online Courses
 
 
Cours Obligatoire ChAD

Cours obligatoire de 2 UFC

À partir de la période de référence 2016-2017, le représentant a l’obligation de suivre chaque période de référence un cours obligatoire de 2 UFC afférentes à une activité de formation élaborée par la ChAD. L’objectif général de ce cours obligatoire est de pallier les lacunes récurrentes observées en déontologie. Les UFC obtenues lors de ce cours seront comptabilisées à même les 20 UFC obligatoires actuelles par période de référence. Elles sont également comptabilisées à même le minimum de 3 UFC obligatoires en Conformité.

Pour la période de référence 2016-2017, le cours obligatoire s’intitule Cap sur la conformité : votre devoir d’informer, d’expliquer et de conseiller. Disponible en ligne sur l’espace de formation ÉduChAD, il cible le premier motif de plainte depuis les quatre dernières années, soit le défaut d’informer, d’expliquer et de conseiller adéquatement.

Consultez la page du cours obligatoire pour en savoir plus.

Avis important : le maintien de votre certificat est conditionnel à la réussite du cours obligatoire.

​Pour conserver votre certificat en vigueur et continuer à exercer comme professionnel en assurance de dommages ou expertise en règlement de sinistres, vous devez compléter toutes vos obligations de formation continue pour la période de référence 2016-2017, y compris celle de réussir le cours obligatoire. Faute de quoi, votre dossier sera transféré à l’Autorité des marchés financiers qui procèdera à la suspension de votre certificat.

Limitation des UFC pour une même formation

Un membre peut accumuler les UFC attribuables à une activité de formation un maximum de deux fois, pourvu qu’elle soit suivie dans des périodes de références différentes. Par conséquent, un membre qui aurait déjà accumulé des UFC pour une même formation deux fois n’obtiendra pas d’UFC s’il la suit de nouveau.

Surplus d’UFC​

Les membres ayant cumulé des UFC en surplus se verront transférer automatiquement jusqu’à concurrence de 5 UFC à la fin de la période de conformité suivante.

 

Mandatory Course – Cours Obligatoire – CSF

Chambre de la sécurité finaceire – CSF Mandatory Course on Compliance.

Every other reference period, or every 4 years, all members of the Chambre must obtain at least 3 Compliance PDUs by following a training activity that was built by or offered in partnership with the CSF.

The 3 PDUs are counted as part of the amount that is usually requested of representatives. The CSF’s second mandatory course on compliance is PROETHICS. This course is only available directly through the CSF Education offers on the CSF website.

The PDUs related to the CSF’s mandatory course on compliance ProEthics can only be awarded once during the two reference periods (4 year period) covered by the course, that is, between the launch of the training activity in November 2016 and the end of the current period on November 30, 2019.

http://www.chambresf.com/en/education/education-offers/

Through practical advice and tools, the ProEthics training activity’s aim is to help you integrate the best practices in order to allow you to meet your ethical obligations. This course is sure to have a positive impact on your business practices and on the profession as a whole.

Description of PROETHICS (INSURANCE) Course

COURSE AVAILABLE ONLY THROUGH THE CSF WEBSITE

Every day, you are reminded that the growth of your business and your professional success are inextricably tied to the satisfaction of your customers. Strictly adhering to the rules of your profession plays a large part in helping you achieve these objectives.

In order to support you in this endeavour, the CSF is proud to offer a course that will help you put into practice the ethical obligations that your status as a financial service professional and the importance of your role with the public require you to meet. The course will help you hone the skills you’ve acquired during the 2013-2015 mandatory course.

This training activity includes audio narration, interviews, scenarios, and questions that will provide a stimulating and enriching experience. You will discover various resources including useful links, recommendations for related training activities, as well as myriad practical tools available on the CSF’s website.

Specific objectives

  • Understand the new regulations or regulatory changes relevant to your practice.
  • Review the ethical obligations you have toward your clients, the public, the profession, and other financial service professionals.
  • Identify the regulations that you must comply with and the behaviour you must avoid in the context of business development or promotion of services and financial products.
  • Adopt the best practices when it comes to your relationship with your clients in order to foster consumer trust in the profession.

Topics covered

  • Competence
  • Overall knowledge 1: Know your client
  • Overall knowledge 2: Investor profile
  • Overall knowledge 3: KYC update
  • Ageing clients
  • Signature
  • Financial needs analysis (FNA)
  • Notice of replacement

Features of this training activity

  • Interactive online training
  • Even though successfully completing this activity does not require a passing grade, a performance indicator will reveal the percentage of your correct answers in each module as you progress through the activity. This indicator’s purpose is to allow you to measure your level of knowledge in compliance and ethics. Moreover, your result is not made public to other members nor is it kept in your PDU record. Your attestation will be available when you complete the activity.

 

More CSF Courses

 

CSF Professional Development Requirements

Reference period from December 1, 2015 to November 30, 2017

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 practise in any of the following sectors and registration categories:

  • Group savings plan brokerage;
  • Scholarship plan brokerage;
  • 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 with standards, ethics and business conduct;
  • 10 PDUs in topics specific to each sector or registration category in which he is authorized to pursue activities:

CARRYING OVER OF PDUs

A maximum of 5 excess PDUs accumulated during the last three months of a reference period (that is, from September 1 to November 30 of an odd-numbered year), may be carried over to the following reference period or after the exemption period. The transfer of these PDUs must be made by the representative through his secure PDU record via the members’ area.

Virtual Classrooms. Learning that’s Alive.

Virtual Classrooms. Learning that’s Alive.

With the ILScorp CAIB Exam Preparation Virtual Classroom Programs, you have access to a real LIVE instructor!

Have a question on the material you’re studying… ask the instructor!

CAIB exam prep live classroom

Yes your real LIVE instructor is Todd Hochban, available to answer your questions and comments via the Virtual Classroom Discussion Forum. Post questions, review answers and really think about what you’re learning.

The Virtual Classroom Programs allow you to engage with your instructor and fellow students via a learning platform and course material designed to ensure a stimulating and productive way to prepare for your next CAIB exam.

 

ILScorp Virtual Classrooms are a combination of structure and freedom

ILscorp Virtual Classroom programs are built on a structure of daily assignments and due dates that you must meet, whether it’s taking an online chapter quiz; completing daily questions; watching weekly review videos; or participating in a discussion with fellow classmates. However, within the virtual classrooms structure you have the freedom to choose the best times to participate that sync with your schedule.

You time is valuable

Save time, money and effort without sacrificing learning quality by accessing our expert-led online training from the convenience of your home, office or anywhere with an Internet connection. E-learning provides a welcome environment for working adults who need to balance work and family all while preparing for the next CAIB exam to further their careers.  Right away, you save hours every week not having to commute back and forth to classes on a campus—and that’s just the beginning.

Next Virtual Classroom Programs Start October 30, 2017

More Info on Programs

How the ILScorp Virtual Classroom Programs Work

ILScorp Virtual Classrooms are completed entirely online, and are ideal for students who benefit from learning in a more structured atmosphere with daily tasks and outlines. Within the 4 week program each day is broken down in a calendar showing what course material to cover and questions assigned to answer. There is no set “classroom time” – the daily video course material, tasks and questions can be completed at your convenience, using the calendar as a guideline to keep you on track during the 4 weeks. Through an online discussion forum you will have access to the answers of your daily assigned questions, as well as the ability to ask the instructor your own questions. Every Friday you receive a review video which summarizes the material covered during the week. Once your 4 week program is complete, you can access your course material for a full 3 months. (3 months after the end date of the virtual classroom) This ensures you can review your material until you feel you are fully prepared to write your exam. ILS recommends a minimum study time of 80 to 120 hours.

Warning this program is not for Zombies.

CSF Compliance Courses Expiring on October 18, 2017

CSF Compliance Courses Expiring on October 18, 2017

The CSF accreditation for the CSF compliance courses listed below is expiring October 18, 2017.

All access to these courses will be removed as of October 19, 2017.

These courses are available as part of your ILScorp CSF Course Subscription. If you have not completed these courses in the past,  you have until Wednesday October 18, 2017 to complete them.

As long as you successfully complete these CSF Compliance courses before the expiry date of October 18, they are valid for your November 30, 2017 CSF Requirements.

If any of these courses are showing in your Completed Course History,  you have already taken them and cannot repeat them for your CSF requirements.


COURSES WITH UPCOMING ACCREDITATION EXPIRATION DATE OF OCTOBER 18, 2017.

Dealer Member Examination and Audit    
Inspection et audit des sociétes
To honour their principal mandate which is to protect investors and strengthen market integrity, regulatory organizations perform regular audits of their members. Discover the process of an audit and witness the importance and the scope of the work performed by experiences auditors. You will be re-assured.
CSF15-10-36536
3 Compliance

 

IIROC and Compliance       
L’OCRCVM et la conformite
This national self-regulatory organization has the mandate to protect investors and strengthen market integrity. It carries out its regulatory responsibilities through setting and enforcing rules regarding the proficiency, business and financial conduct of dealer firms and their registered employees. Discard the unknown and familiarize yourself with its structure as well as its roles and responsibilities. You will discover the means this organization uses to set and enforce market integrity rules regarding trading activity on Canadian equity marketplaces.
CSF15-10-36524
2 Compliance

 

The Canadian Securities Industry      
L’industrie canadienne des valeurs mobiliéres
A good way to learn or improve one’s knowledge of the securities’ industry! Get acquainted with the various components of the industry’s ecosystem (regulators, stock exchanges and others); demystify their roles and responsibilities; and, understand their place within the industry.
CSF15-10-36534
3 Compliance

 

Proceeds of Crime Laundering and Terrorist Activities Financing
Recyclage des produits de la crimialte et financement des activités terrorists
The recycling of the proceeds of crime, better known as “money laundering”, is a process by which the proceeds of crime are converted into apparently justifiable capital by complex operations made by the deposit and withdrawal systems of financial institutions. Learn the new laws and main regulations put into place, as well as the requirements set towards the brokerage firms.
CSF15-10-36535
2 Compliance

 

CSF Course Subscription
New ChAD PDU for 2017 Requirements

New ChAD PDU for 2017 Requirements

New courses now available as part of the ILS ChAD PDU Course Subscription

With the ILS ChAD Accredited Online Courses Subscription you will:

    • have 6 months access to over 70 accredited ChAD insurance training courses in both text and streaming video formats
    • access over 100 PDUs in the categories administration and insurance techniques, professional development and professional compliance and Law and Legislation
    • have a digital record of your completed course work, which we keep on file for up to seven years
More Info on ChAD Subscription

 

New ChAD Accredited Courses

COMPLIANCE – 3 PDUs  (min of 3 PDUs required)

Introduction to Ethics for Damage Insurance Professionals

Introduction à la déontologie pour les professionnels et les Experts en assurances de dommages

Credit Hours: 3

Credit Type: Conformite/Compliance

 

LAW AND LEGISLATION – 3 PDUs 

Introduction to the laws of the Autorite des marches financiers

Introduction aux lois de l’Autorité des marchés financiers (AMF)

Credit Hours: 3

Credit Type: LAW

 

PROFESSIONAL DEVELOPMENT – 2 PDUS (maximum of 5 permitted)

Client Service and Sales

Ventes et service à la clientèle

Credit Hours: 2

Credit Type: Professional Development

 

INSURANCE TECHNIQUE – 8 PDUs

Introduction to Insurance Fraud

Introduction à la fraude dans les assurances

Credit Hours: 2

Credit Type: Insurance Technique

 

Statement Taking and Investigations

Prise de déposition et enquête

Credit Hours: 1

Credit Type: Insurance Technique

 

Homeowners Comprehensive Form: Part 1 – Property Coverages Agreements and Definitions

Formule générale des propriétaires occupants: Garantie des biens (accord et définitions)

Credit Hours: 1

Credit Type: Insurance Technique

 

Commercial Property Broad Form Part 1

Formule etendue des biens commerciaux module 1

Credit Hours: 2

Credit Type: Insurance Technique

 

Commercial Property Broad Form Part 2

Formule etendue des biens commerciaux module 2

Credit Hours: 2

Credit Type: Insurance Technique

 

ADMINISTRATION – 4 PDUs

Cyber Risks for Insurance Professionals

Introduction aux risques cybernétiques pour les professionnels de l’industrie des assurances

Credit Hours: 3

Credit Type: Administration

 

Sales Management and Marketing

Gestion des ventes et marketing

Credit Hours: 1

Credit Type: Administration

 

TOTAL OF 20 PDUS

Meeting the 3 Compliance PDU minimum and does not exceed the 5 maximum Professional Development PDUs.

20 hours of training or Professional Development Units (PDUs) must be completed in the following categorie

  • 12 Administration and/or Insurance Techniques and/or Law and Legislation
  • 5 Professional Development and/or any other category)
  • 3 Professional Compliance

 

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