The CSF oversees the mandatory continuing education, ethics and discipline of over 34,000 members in Quebec including financial security advisors and group insurance and annuity advisors. In this session the CSF will discuss cases involving vulnerable customers that become complex or lead to complaints and how to use the tools on the CSF website to support advisors in identifying and supporting vulnerable clients.

This session will be held in French.

Speakers:  
Me Julie Dagenais, Syndic, Chambre de la sécurité financière
Me Marie Elaine Farley, President and CEO, Chambre de la sécurité financière