CNCGP - Chambre Nationale des Conseils en Gestion de Patrimoine

What CNCGP - Chambre Nationale des Conseils en Gestion de Patrimoine does

CNCGP (Chambre Nationale des Conseils en Gestion de Patrimoine), founded in 1978 and headquartered in Paris, is a French nonprofit professional association representing independent wealth management advisors. It is approved by the AMF for CIF (financial investment advisor) status and by the ACPR for IAS (insurance intermediary) and IOBSP (banking and payment intermediary) activities, giving members a regulatory quality label that distinguishes them from bank-affiliated advisors. The organization reports 7,600 members across 4,330 member cabinets in 2025-2026, collectively overseeing approximately EUR 110 billion in assets under management. An 18-region network of elected regional presidents supports field operations, and the Chamber maintains affiliations with European bodies such as BIPAR.

Core offerings revolve around a membership platform built on the CNCGP-Juriscampus e-learning infrastructure, a Kit Règlementaire of 58 regulatory documents, a Kit de Pérennité for succession planning, and a discounted Kit Jeune Installé for newly established professionals. Members gain access to six annual Université training events, 48 regional meetings, a member directory, a job board, negotiated professional liability insurance through broker BDJ SA, and group consumer-mediation services through a 2025 partnership with CMAP. The Chamber also publishes the annual Baromètre, practical guides on AI and sustainability, and the quarterly magazine Repères. Technology is non-proprietary and operational rather than product-oriented — there is no AI/ML stack, app, or API offering.

CNCGP operates as a subscription-driven association, monetizing annual membership dues from CIF/IAS/IOBSP advisors, supplemented by partnerships with 100+ asset managers, insurers, banks, and technology providers. GTM is community-led: candidates enter through a structured online admission process, are supported by regional presidents, and continue through training and events. The executive team of 23 permanent staff (led by Délégué général Nicolas Ducros) operates alongside 34 elected administrators and regional presidents. In 2025, a new governance under President Yves Mazin was installed alongside the renewal of all 13 working commissions.

Name

CNCGP - Chambre Nationale des Conseils en Gestion de Patrimoine

Legal name

Chambre Nationale des Conseils en Gestion de Patrimoine

Website

https://cncgp.fr

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

11–50 employees

Short description

CNCGP is the French nonprofit professional association representing independent wealth management advisors (CIF, IAS, IOBSP), approved by the AMF and ACPR, serving roughly 7,600 members across 4,330 cabinets. It provides compliance toolkits, training, negotiated insurance, mediation services, and partner access.

Ownership category

akta.pro rank

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Membership Dues: CNCGP generates revenue through membership fees and subscriptions from financial investment advisors (CIF), insurance intermediaries (IAS), and banking/payment service intermediaries (IOBSP). Members pay annual dues which include access to training, compliance tools, professional insurance negotiated at group rates, and other association services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels10 records

Core offering

CNCGP is a French professional association that enrolls wealth management advisors (CGP/CIF), insurance intermediaries (IAS) and banking/payment intermediaries (IOBSP) as members. It sells annual memberships that bundle regulatory compliance toolkits (58 documents), the CNCGP-Juriscampus e-learning platform, in-person training (Universités and regional meetings), group-negotiated professional liability insurance, an online member directory and job board, lobbying representation, and access to an ecosystem of 100+ partner companies.

Product overview

CNCGP is a professional association (not a product company) offering a unified membership platform through which wealth management advisors (CGP) access services including regulatory compliance kits, e-learning, in-person training universities, regional meetings, a member directory, and a job board. Core service components include the Kit Réglementaire (58 compliance documents), the Kit de Pérennité, the Kit Jeune Installé (reduced-fee package for new entrants), the Juriscampus e-learning platform, and Université events. The association also publishes the annual Baromètre de la CNCGP, practical guides on AI and sustainability, and the quarterly magazine Repères. Members can access a digital directory of verified CGP advisors and an online job board.

Differentiator

Problem solved

Functional benefit

Products and services

• CNCGP Annual Membership (Adhésion CNCGP)
• Kit Jeune Installé (Young Installer Package)
• CNCGP-Juriscampus E-Learning Platform
• Universités de la CNCGP (Annual Training Universities)
• CMAP Group Mediation Service for IAS/IOBSP
• Group-Negotiated Professional Liability Insurance (RCP) via BDJ SA

Quantifiable outcome

• 110 billion euros in total assets under management by member advisors (2024)
• +4 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core, supporting and major.

• CMAP (Centre de Médiation et d'Arbitrage de Paris)coreStrategic or Co-development Partner · 18 December 2025CNCGP signed a group mediation contract with CMAP to provide automatic mediation services for IAS/IOBSP members in case of consumer disputes. This replaces individual arrangements and ensures comprehensive coverage for all intermediary members.
• BIPAR (European Association of Insurance and Reinsurance Intermediaries)coreStrategic or Co-development PartnerCNCGP is the only French member of BIPAR, the European association representing insurance and reinsurance intermediaries. Through this membership, CNCGP participates in European regulatory discussions and coordinates with counterparts across EU member states on directives and their implementation.
• BDJ SA (Professional Insurance Broker)coreChannel Partner/ Reseller/ DistributorBDJ SA is the designated broker for professional liability insurance (RCP) negotiated by CNCGP for its members. Contact: Lisa Geraldes, Tel: 01 56 37 01 72
• AUREP (Training Provider)supportingImplementation/ SI/ Consulting PartnerAUREP provides training content and instructors for regional meetings and professional development sessions on topics including corporate structures, estate planning, and wealth management strategies.
• Harvest Fidroit Academy (Training)supportingImplementation/ SI/ Consulting PartnerTraining provider delivering sessions on topics such as asset allocation, life insurance strategies, and professional development for members.
• Qualis Formation (Training)supportingImplementation/ SI/ Consulting PartnerTraining provider delivering continuing education sessions on topics including retirement planning and wealth management.
• ORIAS (Register of Insurance, Banking and Payment Intermediaries)coreStrategic or Co-development PartnerCNCGP works with ORIAS for the registration and oversight of insurance, banking, and payment intermediaries. Members must register with ORIAS to complete their admission to CNCGP.
• 100+ Partner Companies (Asset Managers, Insurance Companies, Banks, Technology Providers)majorGTM or Marketing PartnerOver 100 partner companies including: 123 Investment Managers, Amundi CPR AM, Allianz Vie, Carmignac Gestion, Comgest, Generali Vie, Lazard Frères Gestion, Pictet AM, Rothschild & Co Asset Management, Swiss Life, Tikehau Investment Management, and many others across banking, insurance, real estate management, and technology sectors.

Scale indicators12 records

Recent moves6 records

Expansion highlights5 records

Regional players

• France Invest (formerly AFIC): French private equity and venture capital association. An adjacent French professional association serving a different but related financial services segment, with comparable membership-association structure.

Broad incumbents

• Fédération Française de l'Assurance (FFA): The French insurance industry federation. Comparable in scale and influence within the French financial sector; represents insurance carriers that CNCGP members (as IAS intermediaries) work with.
• EFPA (European Financial Planning Association): Pan-European certification and membership body for financial planners and advisors. Comparable in mission (training, certification, professional standards) but operating across multiple EU countries rather than nationally.
• Fédération Bancaire Française (FBF): The French Banking Federation representing banks operating in France. Represents the bank-affiliated network model that competes against CNCGP's independent advisor constituency.
• AFG (Association Française de la Gestion financière): French asset management industry association. Adjacent rather than directly competing, but many CNCGP member advisors work closely with AFG-member asset managers, and it operates in the same French financial services ecosystem.

Direct peers

• CNCEF (Chambre Nationale des Conseillers Experts Financiers): Another French approved professional association serving financial advisors, holding CIF/IAS/IOBSP registrations. Competes head-to-head with CNCGP for independent wealth management advisors across France.
• ANACOFI (Association Nationale des Conseils Financiers): The main competing French professional association for financial advisors, also approved (agréée) by AMF and ACPR, representing independent CIF, IAS, and IOBSP advisors. Directly contests CNCGP for the same member base in France.

Others

• CGPC (Compagnie des Gestionnaires de Patrimoine Conseils) - historical peer: A historical French wealth management advisor association that effectively merged into ANACOFI. Included as a contextual peer showing the consolidation trend within French professional associations for wealth advisors.
• FCA (Financial Conduct Authority, UK): UK financial regulator. Not a peer organization, but a regulatory peer that approves and supervises wealth management intermediaries; relevant context for understanding the French regulatory framework CNCGP operates within.
• BIPAR (European Federation of Insurance and Reinsurance Intermediaries): CNCGP is the only French member of BIPAR. BIPAR is not a competitor but a partner/umbrella organization at the European level; included because it provides a peer benchmark for how an industry federation serves intermediary members across jurisdictions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/chambrencgp
• YouTubeyoutube.com/channel/UCWUzZqLUiNBNzq8CzCWEVtw
• Facebookfacebook.com/infocncgp
• LinkedInlinkedin.com/company/cncgp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CNCGP - Chambre Nationale des Conseils en Gestion de Patrimoine