Wealth advisor: which training to choose?

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Why hire a wealth advisor ? There are as many reasons to use a wealth advisor as there are investor profiles. Being well supported when investing in funds or portfolios helps avoid the stress of volatility, which is inherent in certain speculative markets. Many clients use an advisor when they have inherited a large sum of money, which they want to invest intelligently, but do not have the skills to do so alone.

The wealthiest clients will call on an advisor for reasons of tax optimization , or to study the possibilities of succession and transmission of their assets to their children, under the best conditions.


A qualifying training facebook database course for a highly regulated profession
Training to become a wealth advisor is done from a master 1 , if possible in the field of finance or banking. A master's degree in the process of being validated can be accepted to join the training.

However, experience in banking and wealth management can be taken into account. In the case of justified experience of 2 years in these fields, a bac + 3 may be sufficient to register for the wealth management advisor training. This training, lasting 12 months , is open to company executives, on CV, after a motivation interview.

The modules and themes covered during the wealth management advisor training primarily concern the legislative aspect: family law, tax law and financial law. These are essential aspects of the profession that will count for a large part of the rating.

All financial and real estate products will also be studied in depth, as well as a whole relational aspect: customer relationship management, commercial negotiation, etc.

Finally, the training offers an immersion into the heart of the world of insurance and Fintechs, alongside professionals in the sector, supported by experienced speakers.

Adapting to the reality of the market is at the heart of this training, which promises all learners to gain academic knowledge and practical experience, without forgetting the essential soft skills, digital skills, and business skills. The development of the digital market requires a perfect mastery of IT skills related to the profession.