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CE Requirements for CSF

Professionals working in Insurance or Finance often require Continuing Education credits to maintain their designation. Browse courses that meet your requirements, or choose one of our course packages, specially curated to advance your knowledge. The courses on continuingeducation.learnformula may be counted towards professionally relevant, verifiable learning activities. It is the student's responsibility to confirm that the courses they take are valid for credit in their jurisdiction.

Requirements Overview

Last updatedAug 21, 2026
scheduleCE Requirement
30 / 2 Years
calendar_clockLicense Renewal Period
November 30
cycleRequirements Cycle
Biennial
listsIncluding
10 CE credits of PDU(s) - General Subjects10 CE credits of Compliance (CO)

Simplifying Regulations for 2026

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:

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 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

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Do Finance & Insurance CE courses count toward CSF CE?

Finance & Insurance CE courses are built around relevant, verifiable content that can be applied toward CSF CE hours. As with any provider, it remains the member's responsibility to confirm an activity fits their own professional development needs before claiming it.

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Insurance: Life Insurance
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7 CPD hours
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