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In this ten-minute presentation, INERIC CONSEILS shares its expertise and experience in wealth management dedicated to self-employed healthcare professionals.
By presenting a comprehensive, tailor-made, and independent approach, the firm details the solutions offered to optimize, protect, and develop your assets throughout your career.
On the agenda:
- The specifics of wealth management support for liberal professions
- Optimization levers: taxation, investments, social protection
- Focus on investment, Private Equity, and real estate Club Deals
- Concrete case studies and feedback
- Frequently asked questions and discussions with participants
Intervenant(s)
Eric Braud
Conseils en gestion de Patrimoine
Parcours universitaire
- UT1 Toulouse – Études en Gestion de Patrimoine et commerciales
Accréditations réglementaires
- AMF : Certification de l’Autorité des Marchés Financiers – École Supérieure de la Banque
- CIF : Conseiller en Investissements Financiers
- IAS : Intermédiaire en Assurance
- Carte T : Carte Transactionnelle Immobilière délivrée par la CCI de Toulouse
Adhésion aux chambres professionnelles
- Membre de la CNG (Chambre Nationale des Conseils en Gestion de Patrimoine) : 2012 – 2021
- Membre de l’ANACOFI-CIF (Association Nationale des Conseillers Financiers) : depuis 2021
Objectifs pédagogiques
2. Identify levers for tax, social, and financial optimization.
3. Discover suitable investment solutions (Private Equity, Real Estate Club Deals).
4. Analyze practical cases to apply a personalized strategy.
Discovering wealth management for liberal professions
Formulaire de contact
Liste d’attente
Inscrivez-vous sur la liste d’attente pour cette formation. Nous vous contacterons en priorité dès qu’une place se libère.
Nous vous contacterons dès qu’une place est disponible.
In this ten-minute presentation, INERIC CONSEILS shares its expertise and experience in wealth management dedicated to self-employed healthcare professionals.
By presenting a comprehensive, tailor-made, and independent approach, the firm details the solutions offered to optimize, protect, and develop your assets throughout your career.
On the agenda:
- The specifics of wealth management support for liberal professions
- Optimization levers: taxation, investments, social protection
- Focus on investment, Private Equity, and real estate Club Deals
- Concrete case studies and feedback
- Frequently asked questions and discussions with participants
Access requirements
No prerequisites. Video accessible to all independent healthcare professionals.
- Self-employed doctors and dental surgeons
- Orthodontists
- Independent healthcare professionals
- Students nearing the end of their studies who want to learn about wealth management
- Free download from the Capsule product page
- Immediate access after registering or logging into the member area
- Unlimited video viewing on computer, tablet or smartphone
- Online instructional video (duration: 10 minutes)
- Expert presentation by an independent firm
- Concrete case studies
Self-assessment through personal reflection on the concrete cases presented.
In the event of a disability, a feasibility study will be conducted to offer adapted training. A training room meeting accessibility standards for public reception is available. (Only for in-person training).
They trust us
Feedback from practitioners and orthodontists trained with Capsule
Dr Yannis GENIQUE
Chirurgien-dentiste à Saverdun, conférencier
Docteur de Pamiers
Chirurgien-dentiste spécialisé en implantologie et parodontologie
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