Continuing education courses

Déonto Plus is CSF’s mandatory compliance course for the period up to November 2027. It was developed according to the best instructional design practices. Its goal is to help you acquire, understand and apply theoretical and technical skills pertaining to compliance with standards, ethics and professional practice. This e-learning course includes three interactive modules that take approximately an hour to complete but that you can do so at your own pace. The course covers various aspects of compliance pertaining to the duty of information, competency and business development. The first module recommends strategies to help you build a relationship of trust with your client, enhance your active listening skills, and respond in an appropriate manner to behavioural biases. The second module focuses on the importance of maintaining and developing your competencies – especially when it comes to cybersecurity. Finally, the third module explores various aspects of promoting your products and services, notably through social media. This CE course is for all advisors. Interactive Duration: 3 hours Must be completed from start to finish to earn your PDUs (no evaluation) Can be paused and resumed where you left off Prerequisite: none

Helping your clients understand the legal implications of a contract is a sign of professionalism. When you recommend insurance of persons products and services to your clients, you need to understand the technical and legal aspects of these products and services. This applies to both life insurance and accident or sickness insurance. This CE activity addresses the characteristics of individual insurance contracts, including general legal concepts, the obligations of the advisor and the insured, exclusions, the rules for designating a beneficiary, and the conditions under which a contract enters into effect. It will allow you to gain a solid understanding of the rules and conditions that govern insurance products. You’ll therefore be able to transmit this knowledge to your clients to help them understand what they are purchasing. This training activity will also address your obligations as well as your client’s obligations. This will help ensure every party complies with the rules governing the contract. This CE course is specifically for advisors in: Insurance of personsFeatures: Included in The Concepts in insurance of persons program* Online training activity including questions with feedback Duration: 1h15 Multiple-choice summative evaluation to be completed online Passing mark: 60% Prerequisite: none* It is not mandatory to follow this program to register for this CE course.