Freelancer profile translated to English.

Description

Trainer in personal finance and trading.

I help individuals structure their savings, understand the markets, and achieve their financial goals with a clear approach, transparent pricing, and personalized support from start to finish.

Industry field of expertise

Languages

French
Native or bilingual
Portuguese
Native or bilingual
Spanish
Native or bilingual
English
Fluent

Workplace preferences

Remote only

Primarily works remotely

Cyberia Club
Wealth Management Trainer
EDUCATION AND E-LEARNING
February 2025 - Today (1 year and 6 months)
Metz, France
Understanding tax wrappers (PEA, CTO, Life Insurance, Savings Accounts)
Building a structured personal savings plan
Budget management methods (50/30/20, pay yourself first, etc.)
Providing educational tools (Templates, guides, simulators)
General principles of wealth diversification
Support in understanding different types of investments
1:1 sessions to answer personal questions in an educational setting
Resources and educational content on managing everyday finances
Budget and savings management Individual educational support Personal finance training Financial markets education Introduction to trading
Courtage Conseil de l'Est
Independent Wealth Advisor
PRIVATE EQUITY
January 2025 - February 2025 (1 month)
Metz, France
Support for individuals and professionals:
Tax optimization, investments, mortgage loans, loan renegotiation
Wealth management, French and Luxembourgish taxation
Retirement, provident schemes, health insurance
Budget and savings management Individual educational support Personal finance training accounting corporate finance