HomeBlogHow I became a financial advisor

    How I became a financial advisor

    date

    It all started 14 years ago back in 2007, with a tragic event. My dad passed away and left us his apartment as an inheritance. The money from the sold property had to be invested. I understood that the deposit was melting along with inflation, and began to study literature on investments and finance. But in Russia, where I lived then, there was nothing except books by American authors.

    Nevertheless, I found a consultant who offered to transfer my money to Cyprus offshore, but I refused. I already have friends who have lost their investments this way.

    Portfolio investing

    So I read and did not dare to take a step towards finance until 2019, although in 2013 I received an MBA diploma from RANEPA Top Manager Finance and Credit.

    So, in 2019, I finally found a sensible course on portfolio investing in Russia and began investing my inheritance, which had become considerably thinner after all the crises and inflation. Thanks, by the way, to training, I earned more than 20% in a year. So the money invested in training paid off.

    Investments in France

    I see a silent question in your eyes: Why did I start investing in Russia and not in France? Because in France everything is much more complicated, and the tax system and instruments are incomparably more numerous. I decided that I would start an experiment in Russia, and then knowledge about investing in France would come.

    And so it happened, in February 2020 I found myself at the Entrepreneur Salon and there I met my recruiter from AXA, who told me that they were recruiting applicants, training and helping to launch their agency. I decided it was fate. That's how I became an AXA financial advisor.

    Useful content? Share with your friends on social networks!
    Olga Rouzade
    Olga Rouzade
    Advisor on organizing personal and family finances and starting a business. I help you create a program of solutions to achieve your financial goals, taking into account tax optimization. I advise on setting up a business in France.

    Sign up for
    consultation

    Sign up for a consultation and get professional help with your project...

    Related articles:

    Live: Secrets of Success in Business

    On October 31 at 12:00 I invite you to a live broadcast with Elena Lardi, a successful entrepreneur in the tourism business. She will share her story, industry trends and personal life hacks. This is your chance to ask questions and get useful advice for career growth. Don't miss the opportunity to gain knowledge from a professional!

    How to become a VTC driver

    Planning to become a VTC driver in France? Check out our step-by-step guide to learn about the requirements, the process of obtaining a professional card and registering your business.

    How to become a freelance photographer?

    Want to turn your passion for photography into a successful career? In our guide, we will tell you how to become a professional photographer without a degree, and give you valuable advice on choosing a specialization, legal status, and promoting your services!

    Mediation in consumer disputes

    Dispute with consumer? Mediation will help resolve the conflict peacefully and effectively. Find out which disputes can be resolved through mediation, what conditions must be met and what responsibilities professionals have.

    Widow's benefit and survivor's pension - your support in difficult times

    Losing a loved one is a difficult experience. We offer detailed guidance on claiming widowhood and survivor benefits to help you through this difficult period. Find out about the required documents, conditions and application procedure.

    Our services

    Financial protection in case of temporary and permanent disability and loss of a breadwinner

    Avizen Pro is an insurance product specifically designed for self-employed workers, providing reliable financial protection against the consequences of death, disability and/or temporary disability.

    Accident insurance

    Discover the need for accident insurance.

    How to protect your loved ones from loss of autonomy

    The main purpose of the Entour'Age contract is to offer the insured person (and his loved ones) specific solutions when he begins to need constant care. Read more in the article.

    Funeral insurance ESSEN'CIEL

    ESSEN'CIEL lasts a lifetime and ends with the death of the insured, but also in the event of termination or complete abandonment of the contract. Find out the details.
    More articles on the topic:

    Live: Secrets of Success in Business

    On October 31 at 12:00 I invite you to a live broadcast with Elena Lardi, a successful entrepreneur in the tourism business. She will share her story, industry trends and personal life hacks. This is your chance to ask questions and get useful advice for career growth. Don't miss the opportunity to gain knowledge from a professional!

    How to become a VTC driver

    Planning to become a VTC driver in France? Check out our step-by-step guide to learn about the requirements, the process of obtaining a professional card and registering your business.

    How to become a freelance photographer?

    Want to turn your passion for photography into a successful career? In our guide, we will tell you how to become a professional photographer without a degree, and give you valuable advice on choosing a specialization, legal status, and promoting your services!
    en_USEnglish