The question of training is coming up more and more often in discussions about wealth management. Between regulatory requirements, growing technicality and changing customer expectations, the profession today demands an ever higher level of preparation.
It is against this backdrop that La Financière d'Orion announces the creation ofOrion Executive School, a school designed to train wealth management professionals and support talented individuals wishing to move into this demanding profession.
Structuring and raising industry standards
With Orion Executive School, the Orion Group aims to do more than simply offer training. The ambition is to structure a genuine professionalization pathway, capable of supporting both established advisors and new profiles wishing to join the profession.
In a sector where technical expertise, an understanding of family issues and an entrepreneurial vision must now be combined, the school intends to offer a teaching approach rooted in the realities of the field. The aim is also to better prepare professionals for increasingly complex wealth management situations and a constantly changing regulatory environment. Over and above technical knowledge, the aim is to train advisors capable of providing a global and lasting vision in the support of their customers.
Training designed for professionals
The offer will be structured around several complementary formats:
- Degree and diploma courses, including a Master 2 dedicated to wealth management.
- Executive programs (Graduate Program, MBA, BBA).
- As well as short, intensive formats, such as sales bootcamps or regulatory update modules.
The first training courses are due to start in September 2026, with a teaching approach based on real-life cases, contributions from practitioners and individualized support to rapidly transform acquired skills into operational competencies.
Mathieu Becker appointed Director
Mathieu Becker, a recognized specialist in wealth management training and associate lecturer at IAE Paris Est, has been appointed director of the school. His mission will be to structure a demanding and professional training model, capable of responding to the concrete realities of the profession.
About La Financière d'Orion
Founded in 2009, La Financière d'Orion currently supports over 530 wealth management advisors in France, representing more than €5 billion in assets under management.
With Orion Executive School, the group is pursuing its development, while contributing to broader reflection on training and professionalization in the world of wealth management.
The full press release is available here : Click here
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