More and more rules are governing the lives of wealth management advisers. In order to protect the customer and ensure the security of the whole process, the authorities have introduced numerous regulations. The various supervisory authorities - AMF, ACPR, DGCCRF and CNIL - are keeping a watchful eye.

What is VAE?

VAE (Validation des Acquis de l'Expérience) consists of transforming experience into a diploma. It is an authorised commission that certifies the level of skills via an examination. This enables professionals to obtain a diploma or certification corresponding to the knowledge and skills they have acquired through their work or professional development. This represents a solution for applying for certain positions when changing companies or, in our case, for obtaining the necessary authorisations to practise a regulated profession.

What's in it for wealth management advisers?

Apart from the technical training aspect, which can be useful for certain wealth management professionals, the review of compliance and regulatory rules is important. It's an excellent way of ensuring that you stay up to date from a regulatory point of view.

What's more, for some agents who want to set up on their own and do not carry the risk or have the necessary authorisations, it is a compulsory step. In fact, an Independent Asset Management Consultant may be entitled to certain qualifications depending on the diploma they hold. The most important of these are :

• CIF, subject to AMF certification,
• T card,
• CJA (appropriate legal competence),
• IOBSP status,
• IAS status.

Wealth A7 can train and support you to take the VAE "Expert Wealth Management Consultant" qualification, enabling you to obtain all the above qualifications. This training may be covered by certain organisations. What are you waiting for? Contact us!

In a world on the move, Wealth A7 is here to bring your dreams to life.