HOLIDAY BREAK: The ChAD offices will be closed from December 25, 2023 to January 2, 2024.

Emergency assistance for technical issues related to the ChAD Portal (including ÉduChAD) will be available on December 27, 28 and 29 and January 2, 2024 from 8 a.m. to 4:30 p.m.

During this period, you can contact SVI Solutions at 1-866-843-4848 #1 or for the following problems:

  • Problem logging in to the ChAD Portal (which includes ÉduChAD).
  • Technical problem viewing and completing a training course.

To know more (in french only).


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Professional development unit(s) per category
Compliance: 1 PDU
(Connection required)


During this training, participants will pay a virtual visit to three companies dealing with customer lawsuits and ethical complaints. They will also be asked to assess the client-file record-keeping practices of representatives and companies.

General objective

  • Understand the benefits of adopting good record keeping 
  • Identify the risks and disadvantages of poor record keeping 
  • Exercise judgment to improve professional practice 

Specific objectives

  • Documentation des dossiers-clients
  • Prise de notes
  • Conservation des dossiers
  • Sécurité des dossiers