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Is there a CFP-equivalent in France?

By Peter McKenna, CFP® posted 01-16-2015 16:57

  
I am a fee-only financial planner and I was recently speaking with a friend in the U.S. whose mother lives in France.  He thought it could be beneficial to introduce her to someone and see if a financial plan could be developed for her.  It sounds like she is working with a more traditional broker, but I'm not sure.  Is there a comparable designation in France and what is the best place to look for reputable planners?  Thank you in advance.  
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01-19-2015 11:59

Hi Peter, there is a CFP licensing body in France. It is called CGPC. You can find more information here: www.cgpc.fr
Here is a list of a few planners whom I have been referred to in the past. I don't know them personally, but hopefully it will give you a good place to begin your conversation.
Frank Parthenay
[email protected]
Mister Olivier TROCHON
[email protected]

Laurence CLAIR
Collaboratrice de Monsieur Trochon de Lorière
35 rue La Boétie - 75008 Paris
01 44 95 08 66
[email protected]
Lastly, for requests like this in the future, I would recommend posting to the International/Cross-Border community. You will get many more people viewing it there than here.