BECOMING A Wealth Management Advisor: training, salary, AI and daily life of the CGP profession

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Maintenant j'aime le lundi

Published on Oct 30, 2023
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EPISODE 115: Camille & Miguel discover the profession of Wealth Management Advisor. SUBSCRIBE! https://www.youtube.com/maintenantjai... (thank you 🙌) Today we discover the profession of wealth management advisor with Jean-Philippe who was kind enough to answer our questions WITHOUT any waffle! If the terms CIF, IOBSP, T card, or IAS are unfamiliar to you, don't worry, we'll explain everything! These are the accreditations required to work as a wealth advisor, real estate or financial wealth advisor, wealth management or asset management advisor, wealth client manager or wealth management engineer... In short, CGP! How much does a CGP earn? How do they get paid? How do they find out and monitor to advise the right investments to the right people? We asked JP a lot, a LOT of questions! A gem of a report to discover and share! https://ingefii.fr/ Did you like the video? Discover the photos of the shoots and anecdotes about the job on our Instagram account: / maintenantjaimelelundi #MJLL #orientation #job **** VIDEO PLAN **** Intro: 00:00 Hello: 00:40 My job is...: 01:05 Training: 03:10 Salary: 05:30 Recruitment: 07:00 My job is... the rest!: 08:40 Is AI the new CGP?: 12:10 And ethics in all this?: 14:04 ******************************* For those who prefer to read, it's here: https://www.maintenantjaimelelundi.fr/ Music: @Dyalla @KVmusicprod Design: https://www.luciebellot.com/

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