Training accredited by the CSF

Training courses accredited by the CSF: skills development

training period : 1er décembre 2023 au 30 novembre 2025

Welcome to the training section accredited by the Chamber of Financial Security. They offer financial security advisors the opportunity to accumulate CEUs in various areas: general, compliance with standards, personal insurance, and group savings brokerage. Some of our training also allows you to accumulate NP or PDOM continuing education units for the IQPF. Obtain double accreditation with just one viewing!

Enjoy learning at your own pace wherever you are with our asynchronous courses lasting from 1 to 4 hours. Many of our training courses include useful resources such as case studies, practical exercises and downloadable documents.

IMPORTANT : To obtain your certificate of completion by email, be sure to watch all of the videos for each training course and pass the final quiz.

Mutual fund brokerage

  • Financial assets and investment strategies: 4 CEUs

Personal insurance:

  • Life insurance: 4 CEUs
  • Protection in the event of disability for senior employees and contractors: 1 PDU

Compliance:

  • Exempt Market, Capital Raising and Securities Regulation: 1 CEU
  • Raising Money Made Easy: 1 CFU
  • Compliance in accounting, how not to be penalized: 1 CEU

General subject:

  • Introduction to business management 3 CEUs
  • Introduction to accounting for the business world 3 CEUs
  • The basics of business success : Partnership, customer acquisition cost, social networks and networking 1 CEU
  • Financial tips to better manage your assets 1 CEU in general matters
  • Creating positive conflicts in business: the art of seeing the positive even in conflicts 1 UFC
  • Develop your business strategy with new communities 1 UFC
  • Portfolio management 1 CEU

Simple UFC accreditation process

You will learn how to better advise your customers on different subjects such as rental law, credit, financing and optimization.This program also includes training on the various aspects surrounding the financial life cycle of a commercial real estate project in addition to including a component on communication, negotiation, business management and accounting.

UFCs to be completed at your own pace

Our training can be consulted at your own pace, depending on your schedule and from anywhere.

A view for a double or triple accreditation

Members of several professional orders can view a few accreditations.

Dynamic training

Our training courses incorporate case studies, exercises, downloadable documents and many applied examples.

Take advantage of our annual subscriptions to instantly access all of our online training.

Choose your package
From 18,75$/month
with yearly subscription, +taxes

Training available

Trainers