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Professional Development Units (PDU)

Professional development is compulsory for representatives wishing to maintain a right to practise issued by the AMF.

A representative who practises in the sectors of insurance, financial planning, mutual funds or scholarship plans must take professional development training recognized by the Chambre de la sécurité financière, the Institut québécois de la planification financière or the Chambre de l’assurance de dommages of which he is a member.

This training allows him to accumulate professional development units which are entered in his PDU record.

The AMF does not manage a representative’s PDUs. The Chambre de la sécurité financière (CSF), the Chambre de l’assurance de dommages (ChAD) or the Institut québécois de la planification financière (IQPF) keeps track of a representative’s PDUs. Where applicable, these organizations notify representatives that they have not met their professional development requirements.

A person wishing to obtain information about his PDU record should contact:

  • the CSF at 1-888-380-3011 or 514-380-3011
  • the ChAD at 1-800-361-7288 or 514-842-2591
  • the IQPF at 1-800-640-4050 or 514-767-4040
+If you fail to comply with your professional development requirements
+To comply with your professional development requirements
+Next period for completing your professional development units

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