AUREP

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.

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

Product category

Professional Wealth Management Training

NAICS

Professional and Management Development Training (611430), Educational Services (611)

SIC

Services-Educational Services (8200)

akta.pro industry

PRIMARYEDAAALAJ

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE)

Education/Adult & Continuing Education/Professional Licensure & Continuing Professional Education (CE/CPE)

SECONDARYEDAGAJAN

OER Quality Review, Alignment & Certification (rubrics/standards)

Education/Educational Publishing & Learning Content/Open Educational Resources (OER) & Open Textbooks

Keywords

• Wealth management training
• Professional certifications
• Patrimonial consulting education
• Estate planning training
• Financial advisor certification

Headquarters

HQ city

Clermont-ferrand

HQ country

France

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. 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.
2. 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.
3. 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.
4. 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.
5. 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

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core 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

Named customers5 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered core and minor.

• AFFO (Association Française du Family Office)coreStrategic or Co-development PartnerJoint 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 OnlinecoreTechnology or IntegrationSubsidiary 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 ATLASminorGTM or Marketing PartnerJoint vocational training operator providing financing for employee training programs. One of several OPCO organizations AUREP works with for training funding.
• France CompétencescoreOthersFrench 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)coreChannel Partner/ Reseller/ DistributorGovernment 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

Emerging 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

• Xx.com/AUREPClermont
• Facebookfacebook.com/aurepauvergne
• LinkedInlinkedin.com/company/aurep

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 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 AUREP