Investment adviser: Signature Edition (1-hour interactive course)

The investment adviser job, explained by a professional in one guided hour.

In one hour you will know what an investment adviser really does, under which status the job is practised in France, how to get to know a client, build and monitor an allocation, handle crypto-assets under MiCA, spot a scam and keep a file that stands up to an AMF inspection. Educational content only: no investment advice, no promise of returns.

The Signature Edition: our most complete format

• A 1-hour interactive course that opens in any browser: 6 modules of 9 minutes, each with a real-life scenario, the lesson, an animated diagram, a professional's example, a corrected exercise and a knowledge check
• A 12-question final exam (80% to pass, retakes allowed)
• A certificate of completion issued in your name, ready to print or save as PDF
• Your progress is saved automatically: stop and resume whenever you like

What you'll be able to do

• Describe the job, the French CIF status and its prohibitions
• Run a client discovery and document suitability
• Explain risk, investment vehicles and tax wrappers without jargon
• Turn a profile into an allocation and monitor it over time
• Apply MiCA to crypto-assets and anti-money-laundering vigilance
• Handle remuneration, conflicts of interest and a compliant file

Good to know

• Language: English and French both included.
• Format: HTML course that opens in any browser (computer, tablet or phone).
• Instant download after payment, with your invoice by email.
• Priority email support for 30 days and free updates of this course.
• 14-day money-back guarantee.

Educational content only: this course describes a profession. It is not investment, legal or tax advice and makes no promise of income or returns. G-Learn certificates confirm you completed the course; they are not an official qualification.