Cdpsf

What Cdpsf does

Cdpsf — operating under the legal name Conseil des professionnels en services Financiers and the trade name Le Conseil — is a Quebec-based, member-governed professional association serving Canadian financial services professionals, founded around 2015 and headquartered in Blainville. The organization's central function is delivering accredited continuing-education training, anchored by a 10-hour online Compliance Course that covers professional obligations, risk management, client communications, complaints handling, cybersecurity, AI, and digital tools. The course is hosted on the Thinkific learning management system and is available in both French and English, with accreditation recognized by OCRI/CIRO, the Chambre de la sécurité financière (CSF), and the Institut professionnel de la fonction publique (IPF).

CDPSF monetizes through three concurrent pricing models — a $9.11 one-time course purchase, a $9.11/month subscription giving access to all accredited courses, and a $150 per 2-year flat-rate bundle — alongside transaction fees from a HELLO-powered Local Purchasing Initiative that issues rechargeable Visa pre-paid gift cards for use at partner local businesses. A Scripta Legal partnership adds an interactive online estate planning guide as a non-training member benefit. Distribution is product-led and self-serve via the leconseil.ai website, with organic social channels (Facebook, X, YouTube, LinkedIn) as secondary top-of-funnel touchpoints. The association positions itself as a "collective voice" advocating for the holistic health (financial, physical, mental) of financial professionals in Quebec and the broader Canadian market, but it is operationally a small (1–10 employee), privately held body with no disclosed investors, management team, or financial statements.

Go-to-market is a hybrid of product-led growth (direct online enrollment on Thinkific) and community-led growth (association-style collective voice across multiple verticals). Headcount is 1–10, no funding has been disclosed, and the company has not pursued acquisition, M&A, or external capital activity in the available record.

Name

Cdpsf

Legal name

Conseil des professionnels en services Financiers

Website

https://cdpsf.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Cdpsf is a Quebec-based professional association delivering OCRI/CIRO-, CSF-, and IPF-accredited compliance training to Canadian financial services professionals through a Thinkific-powered e-learning platform, complemented by member benefits including a HELLO local gift card program and Scripta Legal estate planning resources.

Ownership category

akta.pro rank

Product category

Professional Compliance Training (Financial Services)

NAICS

Educational Services (611), Educational Support Services (611710), Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

SIC

Services-Membership Organizations (8600), Services-Educational Services (8200)

akta.pro primary industry

Continuing Education (CE/CPD) & Provider Accreditation Bodies (EDADACAF)

Keywords

• Compliance training courses
• Continuing education credits
• Professional association services
• Financial services training
• Accredited e-learning

Headquarters

HQ city

Saint-donat-de-montcalm

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales

Revenue model

1. Individual Course Sales: One-time payment for specific compliance courses such as the 10-hour compliance course at $9.11 + tax
2. Training Subscription: Monthly subscription model at $9.11/month for access to all accredited training courses
3. Flat Rate Training Package: Biennial flat rate of $150 for 2 years covering all webinars and online training during the reference period
4. Local Purchasing Initiative: Pre-paid gift card program powered by HELLO, enabling financial services professionals and community to shop at partner businesses

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

CDPSF (Le Conseil) is a professional association that delivers accredited continuing education and member services to financial services professionals in Canada. Its core paid offering is a 10-hour accredited online compliance course covering professional obligations, risk management, client communications, complaints, cybersecurity, AI, and digital tools, available as a one-time purchase and bundled with a flat-rate bundle and monthly subscription.

Product overview

CDPSF/Le Conseil operates as a professional association for financial services professionals, offering a suite of training and member services. The core offering is the accredited 10-hour Compliance Course, available for a one-time payment of $9.11. Members can also access all trainings via a flat-rate bundle ($150/2 years) or a monthly subscription ($9.11/month). Additional services include a Local Purchasing Initiative (HELLO-powered pre-paid gift cards) and a Scripta Legal interactive estate planning guide. The association uses Thinkific as its course delivery platform.

Differentiator

Problem solved

Functional benefit

Products and services

• 10 Hours Compliance Course Accredited 10-hour online compliance course for individual financial services professionals in Canada that need continuing education credits recognized by OCRI/CIRO, CSF, and IPF. Available in French and English.
• Le Conseil All Trainings Bundle (Biennial Flat Rate) Flat-rate biennial bundle subscription providing individual financial services professionals with access to all Le Conseil webinars and online training courses for a two-year reference period at CAD 150.
• Monthly Training Subscription Monthly subscription providing individual subscribers with full access to all accredited Le Conseil training courses at CAD 9.11 per month.
• Local Purchasing Initiative (HELLO Visa Pre-Paid Gift Card) Rechargeable Visa pre-paid gift card offered to association members and the wider community for local shopping at partner businesses, delivered through the HELLO infrastructure.
• Scripta Legal Online Interactive Estate Planning Guide Interactive online estate planning guide offered to association members and the community via the partnership with Scripta Legal to assist with asset protection.

Quantifiable outcome

• 10 CM/CE compliance credits available through single course
• +1 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• ThinkificcoreTechnology or IntegrationE-learning platform partner for delivering accredited compliance training courses. Thinkific hosts the course content (10-hour compliance course, flat rate training bundle, monthly subscription) and handles course delivery, enrollment, and access management for both French and English course versions.
• HELLOcoreTechnology or IntegrationPowers the Local Purchasing Initiative gift card program. HELLO provides the Visa pre-paid gift card infrastructure for the eco-responsible rechargeable gift card that can be used at all partner businesses.
• Scripta LegalminorStrategic or Co-development PartnerProvides online interactive estate planning guide (Guide Patrimoine) offered to CDPSF members and community for asset protection and estate planning assistance.
• OCRI/CIROcoreStrategic or Co-development PartnerRegulatory body that recognizes CDPSF's 10-hour compliance course for 10 CM credits and OCRI/CIRO-MFD for 10 PD credits (BC & Non-ethics 2,2,6). Course accreditation enables financial advisors to meet continuing education requirements.
• CSF (Chambre de la sécurité financière)coreStrategic or Co-development PartnerQuebec financial services regulatory body that recognizes CDPSF's compliance course for 10 Compliance credits for CSF members.
• IPF (Institut professionnel de la fonction publique)coreStrategic or Co-development PartnerProfessional institute that recognizes CDPSF's 10-hour compliance course for 5 NP (non-professional) credits for its members.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• FP Canada: FP Canada sets standards and grants the Certified Financial Planner designation in Canada and oversees CE requirements for CFP professionals; comparable as the incumbent body whose accreditation decisions shape CDPSF's addressable market.
• SAUDER Continuing Business Studies (UBC): UBC Sauder offers accredited continuing education for financial services professionals including the CFA and financial planning streams; comparable as a broader incumbent CE provider in the same buyer market.
• IFIC (Investment Funds Institute of Canada): IFIC is the industry association for Canadian investment fund manufacturers and also operates IFIC Institute, which delivers accredited training and CE to advisors — comparable as a regulatory/association hybrid offering education to the same buyer persona.

Direct peers

• Knowledge Bureau: Knowledge Bureau produces online continuing education and professional development courses for Canadian financial advisors and tax professionals, including accredited CE — a direct competitor in the same niche training-and-credentialing category.
• Capital International Academy (CIA): CIA provides accredited continuing education and professional training specifically for Quebec and Canadian financial services professionals (including compliance tracks), making it a direct niche peer to CDPSF in the same regulatory and linguistic market.
• Canadian Securities Institute (CSI): CSI is Canada's largest provider of professional education and credentials for the financial services industry, offering accredited CE and certification courses (including compliance and regulatory streams) to advisors across Canada — the closest direct competitor to CDPSF's compliance training business.
• Advocis: Advocis is the largest voluntary membership association for financial advisors and planners in Canada, providing continuing education, professional development and a member advocacy voice — highly comparable to CDPSF's association + CE model.
• Institut québécois de planification financière (IQPF): IQPF is the Quebec-based professional association certifying financial planners in Quebec and delivering/overseeing CE; directly comparable to CDPSF as a bilingual Quebec professional body serving the same advisor population.

Emerging players

• College of Financial Planning (Canada): Provides accredited financial planning and CE programs in Canada, including self-paced online courses targeted at licensed advisors — overlapping with CDPSF in delivery model and learner profile.

Regional players

• Quebec MBA / Continuing Education Consortium (e.g., HEC Montréal executive education): Quebec-based executive and continuing education providers such as HEC Montréal offer financial-services-relevant courses in French; comparable as a regional incumbent that competes for the same Quebec francophone professional audience.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/CDPSF
• LinkedInlinkedin.com/company/cdpsf

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cdpsf