Le parcours concret “sans diplôme” pour devenir CGP

from Invest'Aide Academy · host Cyrille Chéry

🔥 Tu veux te reconvertir dans le métier de CGP sans reprendre 5 ans d’études ?C'est totalement possible et voici la voie légale pour te lancer. 🔔 Bienvenue dans Invest’Aide Academy, le podcast qui te donne chaque semaine des conseils pratiques pour lancer et développer ton activité de Conseiller en Gestion de Patrimoine (CGP). 👉 Pour aller plus loin, télécharge gratuitement notre guide pour créer ton cabinet :https://cgp.invest-aide.fr/ebook-1 🎙️ Dans cet épisode, on démystifie la reconversion en CGP sans reprendre 5 ans d’études : voici la voie légale pour te lancer. Tu découvriras notamment : Diplôme vs habilitations : ce qui compte vraiment pour exercer (et pourquoi). Les 4 habilitations indispensables : CIF, IAS, IOBSP, Carte T — rôles et périmètre. Les 3 voies d’accès quand tu pars de zéro : diplôme, expérience ou formation habilitante. Le parcours concret en 4 étapes pour démarrer correctement (conformité, modèle, partenaires). Faut-il un Bac+5 ? Les vrais atouts… et leurs limites. 🎯 L’objectif : te donner un plan conforme et actionnable pour obtenir tes habilitations et lancer ton cabinet, même sans diplôme en finance ou en droit.

Episode metadata supplied by the publisher feed · Published Dec 26, 2025

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