AUREP
AUREP is a French non-profit training association founded in 1995 that delivers eight government-recognized certifications in wealth and patrimonial management to wealth advisors, notaries, accountants, business owners, and family office professionals across France.
- Company typePrivate
- Founded1995
- HeadquartersClermont-ferrand, France
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What AUREP does
AUREP (Association Universitaire de Recherche et d'Enseignement sur le Patrimoine) is a French non-profit association (loi 1901) founded on March 15, 1995 and headquartered at 36 Rue Maréchal de Lattre et de la 1ère Armée, 63000 Clermont-Ferrand. It is a professional training organization specializing in wealth and patrimonial management education, delivering a portfolio of eight certification programs including the RNCP Level 7 title 'Expert en Stratégie Patrimoniale' (ESP) and five France Compétences registered certificates (CCP, CCE, CCI, GPS, CAP, APFO). The pedagogical model is semi-distance (70% in-person, 30% synchronous distance learning) supported by a team of over 90 instructors, university professors, and practitioners, and delivered across training academies in Clermont-Ferrand, Paris, Aix-en-Provence, Lille, and La-Roche-Sur-Yon.
The commercial stack is built around professional certification fees, CPF (Compte Personnel de Formation) financing routed through the Caisse des Dépôts portal, employer/OPCO funding (ATLAS, EP, AGEFICE, FIFPL), intra-enterprise bespoke training, and digital resources (Calculatrice AUREP application, Profil Invest AUREP tool, ebooks) distributed via the AUREP Online subsidiary. Pricing is net of VAT (training exemption), with installment options, reduced rates for France Travail beneficiaries, and volume discounts for groups of 5+ collaborators. Six of the eight certifications are CPF-eligible, which routes learner financing through the government portal.
AUREP's customer base spans six professional segments: wealth management advisors (CGP), notaries, chartered accountants, business owners (chefs d'entreprise), family office professionals, and senior investors, each with tailored certification tracks (e.g., CCP Notaires, CCP Experts-Comptables with adapted calendars avoiding tax season). The organization has trained 11,600+ professionals since 1995 and recorded a 92% satisfaction rate in 2024. It is led by President Pierre Sabatier and operates with no external investors, parent company, or capital raises, consistent with its non-profit association status.
AUREP firmographics
Firmographics- Name
- AUREP
- Legal name
- AUREP - Association Universitaire de Recherche et d'Enseignement sur le Patrimoine
- Website
- https://aurep.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- AUREP is a French non-profit training association founded in 1995 that delivers eight government-recognized certifications in wealth and patrimonial management to wealth advisors, notaries, accountants, business owners, and family office professionals across France.
- Ownership category
- akta.pro rank
AUREP industry classification
Industry- Product category
- Professional Wealth Management Training
- NAICS
- Professional and Management Development Training (611430), Educational Services (611)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)
- akta.pro secondary industry
- OER Quality Review, Alignment & Certification (rubrics/standards) (EDAGAJAN)
Keywords
Where AUREP is headquartered
LocationHeadquarters
- HQ city
- Clermont-ferrand
- HQ country
- France
- HQ region
- Europe
Offices6 records
Markets served
AUREP business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Professional Training Fees: Certification programs in wealth/patrimonial management. Programs include ESP (Expert en Stratégie Patrimoniale), CCP, CCE, CCI, GPS, CAP, and APFO. Pricing varies by certification. Net of VAT as training organization exempt.
- CPF (Compte Personnel de Formation) Financing: 6 certifications eligible for French government training account funding. Learners use CPF balances to finance training, with payment processed through CDC (Caisse des Dépôts) portal. Full payment required before training start.
- Employer and OPCO Financing: Training funded by employers or OPCO (joint vocational training organizations): OPCO ATLAS, EP, AGEFICE, FIFPL. Separate payment terms with potential advance requirements depending on the OPCO.
- Digital Resources and Tools: Sale of digital tools through AUREP Online subsidiary: calculator application, Profil Invest AUREP assessment tool, ebooks on wealth management topics. 12-month access duration for resources.
- Intra-Enterprise Training: Custom training programs for companies, either off-the-shelf certifications for dedicated groups or bespoke programs. Includes travel and accommodation costs for trainers plus venue rental.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Standard pricing for most certifications with reduced rate eligibility |
| One time/ perpetual license | Pay-as-you-go | CPF-financed training requires full upfront payment |
| Hybrid | Multi-year contract | Custom corporate training pricing |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels6 records
AUREP product offering
Product offeringCore offering
AUREP is a French non-profit professional training organization founded in 1995 that delivers certified programs in wealth and heritage (patrimonial) management. It offers RNCP Level 7 and France Compétences-registered certifications for financial advisors, notaries, chartered accountants, business owners, and family office professionals, delivered through a blended model of in-person sessions and synchronous distance learning, supplemented by proprietary digital tools.
Product overview
AUREP is a professional training organization offering a portfolio of 8 certifications in wealth/patrimonial management. The core offerings include the RNCP Level 7 certified 'Expert en Stratégie Patrimoniale' (ESP) title and multiple France Compétences registered certificates (CCP, CCE, CCI, GPS, CAP, APFO) targeting wealth advisors, business owners, notaries, and accountants. Training is delivered through a semi-distance format (70% in-person, 30% synchronous distance) with specialized tracks for different professional groups. The ecosystem includes complementary tools such as the Calculatrice AUREP, Profil Invest AUREP (PIA) assessment tool, and e-books, all accessible through the AUREP Online platform. Annual events include the Séminaire AUREP and the IPCE Colloquium. AUREP Online serves as the digital subsidiary handling platform services and resources.
Differentiator
Problem solved
Functional benefit
Brands
- AUREP Online: Digital subsidiary platform for e-learning, training resources, and tools including Calculatrice AUREP and Profil Invest AUREP.
Products and services
- ESP - Expert en Stratégie Patrimoniale
- CCP - Construire une stratégie patrimoniale personnalisée
- CCP Notaires
- CCP Experts-Comptables
- CCE - Optimiser la gestion patrimoniale
- CCI - Réussir une gestion patrimoniale nationale et internationale
- GPS - Gestion du Patrimoine des Seniors
- CAP - Concevoir une ingénierie d'Allocation Patrimoniale
- APFO - Family Office Certification
- Calculatrice AUREP
- Profil Invest AUREP (PIA)
- Ebooks AUREP
- Séminaire AUREP d'Actualisation
- Intra-Enterprise Training
Quantifiable outcome
- 92% satisfaction rate among trainees in 2024
- +2 more outcomes
Companies that use AUREP
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles6 records
AUREP technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
AUREP partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- AFFO (Association Française du Family Office)coreJoint certification APFO (Assurer la pérennisation du Patrimoine familial au sein d'un Family Office) developed and delivered together. AFFO partnership validates professional family office expertise and extends AUREP's reach into the family office market segment.
- AUREP OnlinecoreSubsidiary company handling digital resources, e-learning platform, and online product distribution. Manages calculator application, Profil Invest AUREP, and ebooks. Distinct operational entity from main AUREP organization.
- OPCO ATLASminorJoint vocational training operator providing financing for employee training programs. One of several OPCO organizations AUREP works with for training funding.
- France CompétencescoreFrench government body managing professional certification registry (RNCP and Répertoire Spécifique). AUREP certifications registered with France Compétences enable CPF eligibility and national recognition.
- Caisse des Dépôts et Consignations (CPF Platform)coreGovernment operator managing Mon Compte Formation portal for CPF training fund disbursement. AUREP certifications integrated into CPF catalog for direct learner financing.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
AUREP competitors and assessment
Company assessmentEmerging players
- Novencia Conseil & Formation: Novencia is a French professional training firm offering continuing education programs for finance, insurance, and wealth advisors, with catalog overlap on DDA, IAS, and patrimonial certifications. Comparable to AUREP for individual professional learners but lacks AUREP's RNCP Level 7 heritage title.
- Montpellier Business School - MSc Wealth & Real Estate Management: Montpellier Business School offers specialized master's programs in wealth and real estate management targeting the same advisor and family office professional segments as AUREP. Comparable in target learner profile but more recent and less established than AUREP in the niche, making it a rising competitor for advanced professional certifications.
Broad incumbents
- INSEEC Grande École (BBA / MSc Wealth & Asset Management): INSEEC is a large French private higher-education group offering undergraduate and postgraduate programs in finance, including wealth and asset management specializations. Comparable to AUREP in target audience (financial professionals and aspiring wealth advisors) but broader in scope, covering general business education rather than specialized patrimonial certifications.
- CNAM - Conservatoire National des Arts et Métiers: CNAM is a major French public continuing education institution offering accredited diplomas and professional certifications across many fields, including finance and insurance through ENASS. Comparable to AUREP as a CPF-eligible certification provider for working professionals, with broader scale but less specialization in patrimonial strategy.
- ESCP Business School - MSc in Wealth Management: ESCP is one of Europe's top business schools with a dedicated MSc in Wealth Management and an executive education arm serving senior financial professionals. Comparable to AUREP in addressing the wealth management training market but at a higher academic positioning and international footprint rather than French RNCP-registered certifications.
- ESLSCA Business School: ESLSCA is a private French business school offering undergraduate, graduate, and executive programs, with specializations including wealth management and financial engineering. Comparable to AUREP for the executive-education learner segment but operates a broader portfolio of degrees rather than focusing on professional capacity certifications.
Direct peers
- ENASS - École Nationale d'Assurance: ENASS is a leading French insurance and patrimonial training institution offering degree and continuing-education programs under the CNAM umbrella. Directly comparable to AUREP for advisors and intermediaries pursuing IAS certifications and insurance-related competence hours, and overlapping in the wealth management curriculum niche.
- Université Paris-Dauphine - Master 203 in Wealth Management: Paris-Dauphine's Master in Wealth Engineering and Management is one of the most prestigious French academic programs in patrimonial management, training many of the same advisors, notaries, and accountants that AUREP serves. Competes with AUREP for advanced learners and faculty, but as a university program rather than professional continuing education.
- CFPB - Centre de Formation de la Profession Bancaire: CFPB is the primary training body for the French banking profession and offers continuing education and certifications covering banking, insurance, and wealth management competencies. Directly comparable to AUREP in serving financial professionals seeking regulatory-compliant certifications, with overlap on the IAS/DDA, Carte Immobilière, and CIF professional capacity requirements.
- Faculty - Conseil en formation Wealth Management: Faculty is a French training firm specializing in continuing education for wealth management advisors, bankers, and insurance professionals, with programs aligned to AMF, IAS, and DDA requirements. Closely comparable to AUREP in target market (CGPs, family office professionals), delivery model, and regulatory focus, positioning it as one of AUREP's most direct niche competitors.
Market position
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
AUREP social profiles
Digital presenceAUREP financial estimates
Financial estimateRevenue estimate
Valuation estimate
AUREP leadership team
Management profileNumber of profiles
Profiles1 record
AUREP subsidiaries and ownership
Company hierarchySubsidiaries1 record
AUREP funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AUREP M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AUREP
What does AUREP do?
AUREP is a French non-profit professional training organization founded in 1995 that delivers certified programs in wealth and heritage (patrimonial) management. It offers RNCP Level 7 and France Compétences-registered certifications for financial advisors, notaries, chartered accountants, business owners, and family office professionals, delivered through a blended model of in-person sessions and synchronous distance learning, supplemented by proprietary digital tools.
Is AUREP a public or private company?
AUREP is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was AUREP founded?
AUREP was founded in 1995. It employs 1 to 10 people.
Where is AUREP based?
AUREP is headquartered in Clermont-ferrand, France, in the Europe region.
How does AUREP make money?
Five revenue lines are on record. Professional Training Fees are the primary driver. The others are CPF (Compte Personnel de Formation) Financing, employer and OPCO Financing, digital Resources and Tools and intra-Enterprise Training.
Who are AUREP's main competitors?
Emerging players on record are Novencia Conseil & Formation and Montpellier Business School - MSc Wealth & Real Estate Management. Broad incumbents are INSEEC Grande École (BBA / MSc Wealth & Asset Management), CNAM - Conservatoire National des Arts et Métiers, ESCP Business School - MSc in Wealth Management and ESLSCA Business School. Direct peers are ENASS - École Nationale d'Assurance, Université Paris-Dauphine - Master 203 in Wealth Management, CFPB - Centre de Formation de la Profession Bancaire and Faculty - Conseil en formation Wealth Management.
Does AUREP have an API?
No public API is recorded for AUREP.
What industry is AUREP in?
AUREP's product category is Professional Wealth Management Training. Its primary akta.pro industry code is EDAAALAJ, Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE), with a secondary code of EDAGAJAN, OER Quality Review, Alignment & Certification (rubrics/standards). Its NAICS code is 611430 and its SIC code is 8200.