CFP (Certified Financial Planner) - France
Global FPSB-affiliated French CGP credential; recognised at private banks (BNP Paribas Wealth Management, SocGen Private Banking, CIC Banque Privée).
Avertissement : liens affiliés.
Site officiel →Fondé
2003
Siège
Paris, France
Public cible
French Conseillers en Gestion de Patrimoine (CGP), private banking advisors, and family-office planners.
Caractéristiques
- Pathway: FPSB-accredited Master 2 / DU Gestion de Patrimoine (Université Clermont Auvergne, Aix-Marseille, Bordeaux, Paris Dauphine, Lyon 3) + CFP exam (Module 1-5 + Case Study) + 3 years of qualifying experience
- FPSB-Code of Ethics adherence
- FPSB-global CFP designation, recognised in 27 countries
- ~1,200+ active CFP professionals in France
Comment obtenir cette certification
Prérequis
Master-level financial planning education (Bac+5) + 3 years of qualifying experience.
Pourquoi se certifier — ROI
Impact salarial
French CFP holders earn EUR 10,000–EUR 30,000 premium in private banking and HNW CGP roles (Hays France 2024). Median French CFP total comp: EUR 75,000–EUR 130,000.
Avantages carrière
- Ce qui distingue cette certification
- Global FPSB-affiliated French CGP credential; recognised at private banks (BNP Paribas Wealth Management, SocGen Private Banking, CIC Banque Privée).
- Reconnaissance du secteur
- FPSB France proprietary; FPSB-global affiliated.
Qui devrait obtenir cette certification
Idéal pour:
- French Conseillers en Gestion de Patrimoine (CGP)
- private banking advisors
- and family-office planners.
Envisagez des alternatives si:
- Heavy education prerequisite cost
- Smaller community than DU Gestion de Patrimoine standalone
Tarifs
Les prix varient.
Points faibles
- Heavy education prerequisite cost
- Smaller community than DU Gestion de Patrimoine standalone
- Annual EUR 495 + CE costs
Marchés disponibles
France
Avertissement : liens affiliés.
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