The Great Wealth Management Quiz: an unprecedented event to showcase the excellence of wealth management advisors.
On April 27, the Rouen Zénith will host “The Great Wealth Management Quiz”: more than 1,500 independent wealth management advisors and wealth management consultants will compete in a competition organized by Capfinances, Predictis, and Premium CGP, subsidiaries of Groupe Premium, in partnership with EDHEC Business School.
This unprecedented event highlights an exciting but still too little-known profession that offers numerous opportunities. The top 100 participants will be awarded a certification from EDHEC Business School, attesting to a very high level of expertise.Through this initiative, Groupe Premium promotes a wealth management model accessible to all, based on an ecosystem of excellence, rigorous client support, and the quality of the solutions offered.
An unprecedented partnership with EDHEC Business School
At the heart of the program: an assessment of wealth management knowledge, hosted by Stéphane Rotenberg, designed as a moment that is both educational and unifying. The top 100 participants will receive a wealth management certification issued in partnership with EDHEC Business School.
This partnership constitutes a first in the sector: it places academic recognition at the heart of the development strategy of Capfinances, Predictis, and Premium CGP.
Jérôme Frizzera, EDHEC Business School:
“The partnership with Groupe Premium is fully in line with EDHEC’s mission: connecting academic excellence to the realities of the professional world. Awarding a certification to active wealth management advisors means recognizing demanding field expertise and contributing to raising the standards of a sector in full transformation.”
Premium Academy: training as a strategic pillar
This event illustrates the excellence of the training provided by Premium Academy, which supports future independent wealth management advisors from the partner networks Capfinances and Predictis.
This 150-hour course prepares students for the ORIAS IAS Level 2 certification, which is essential for practicing the profession and recognized by the state. It combines theoretical, practical, and regulatory training, as well as the legal and tax fundamentals of personal insurance.
From the entry-level career path to EDHEC certification, Groupe Premium is laying the foundations for a demanding new standard in training and client support within independent wealth management.
Didier Zerbib, CEO of Groupe Premium and co-founder of Capfinances:
“The wealth management sector is undergoing a major transformation: savers’ expectations are evolving, regulations are tightening, and the required skills are increasing. Faced with these challenges, training is not an option; it is an imperative. This event highlights the level of expertise of all the advisors with whom we partner. The partnership with EDHEC crowns this ambition: training the best advisors means providing the best possible support for our clients.”
Normandy, a cornerstone territory for Groupe Premium
The choice of Rouen to host this event reflects the Group’s historical roots in Normandy. As the headquarters of Capfinances, the region accounts for a significant portion of the 1,800 independent wealth management advisors partnering with Predictis and Capfinances.
Organizing this event in Rouen is a strong choice: excellence is built throughout France, as close as possible to clients and entrepreneurs.
