Tailor-made training

MANDATORY ANNUAL TRAINING

 

The profession of wealth management consultant is part of the regulated activities, to this regulation is attached annual training hours that our training center can provide!

 

The status of financial investment advisor (CIF)

  • Compulsory annual training of 7 hours

The status of intermediary in banking and payment services (IOBSP)

  • Compulsory annual training of 7 hours for levels I, II and III

The status of insurance intermediary (IAS)

  • Mandatory annual training of 15 hours for levels I, II and III

The real estate transaction card (Carte T)

  • Mandatory annual training of 15 hours or 42 hours over three years of activity

 

All the proposed trainings are compatible with the personal training account (CPF) and the OPCO

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32, rue d’Alsace Lorraine 31000 Toulouse

36, rue du Faubourg Saint-Honoré 75008 Paris

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Phone : +(33) 7 49 104 187 - contact@wealth-A7.com