Bachelor Financial Advisor

BACHELOR FINANCIAL ADVISOR - CONTINUING EDUCATION

 

A training course offering multiple possibilities in the banking and insurance sector!

 

The Institute of Credit and Asset Management aims to provide you with professional training taught by asset management professionals

 

WHY CHOOSE THIS TRAINING ?

The Bachelor Financial Advisor will allow you to acquire solid knowledge in finance, insurance and real estate. The financial advisor's mission is to accompany his clients in the search for new investments, he must be attentive to each request in order to establish a relationship of trust.

The ICGP is a training institute supervised by professionals who will share with you their many years of experience in the profession

 

THE PROGRAM

The ICGP wishes to teach you the practical skills necessary for your future job! The objective is to bring you a professional training and technical knowledge on financial instruments, credit for individuals and professionals or the different strategies of real estate investment!

Pinel scheme, Malraux, Historic buildings, become an expert in real estate investment

 

THE SKILLS

  • Know how to propose banking / insurance services
  • Know how to elaborate a real estate investment strategy
  • Know how to propose investment solutions adapted to a client
  • Know how to anticipate and prevent the risks of each investment solution

 

AND THEN?

This training will give you all the necessary skills to exercise many professions such as

  • Investment advisor
  • Individual or professional client advisor
  • Banking advisor
  • Insurance advisor
  • Retirement planning advisor

 

REQUIRED LEVEL

  • Validated BAC + 2 and/or significant experience

 

PROFESSIONAL ACCREDITATIONS

  • T card: real estate transaction card
  • CIF status: financial investment advisor
  • IOBSP status: intermediary in banking and payment services
  • IAS status: insurance intermediary

 

All the proposed training courses are compatible with the personal training account (CPF) and the OPCO, contact us for more information!

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Phone : +(33) 6 27 36 33 53 - contact@wealth-A7.com