Providing training and events for financial advisors and brokers, focusing on sectors like real estate and finance.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
+160,000
Total organizations analyzedAnalysis by axis
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Methodology: Score calculated according to 6 CSR themes (Carbon, Biodiversity, Circular Economy, Sustainable Investments, Governance, Social Impact)
Sources: Public data, CSR reports, documented initiatives, official databases
Last update: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
CNCEF
B
Professional association offering training and certification for financial professionals, including investment advisors, insurance brokers, credit brokers, and real estate professionals.
Previa-courtage
B
Providing financial services, including real estate and insurance, with a focus on informative articles about investment, real estate, and insurance topics.
Finzzle groupe
A
Providing a complete range of investment products, including real estate (new and old), insurance, financial placement, and financing. Training independent wealth management consultants.
Initiatives identified among leaders
Solutions de don stratégique pour entreprises et individus via divers mécanismes.
“Le groupe développe des **solutions de don stratég...” - Finzzle groupeDéfinition d'une stratégie d'investissement à impact
“CNCEF définit une stratégie d'investissement à imp...” - CNCEFSolutions de don stratégique pour entreprises et individus via divers mécanismes.
“Le groupe développe des **solutions de don stratég...” - Finzzle groupe44% of similar organizations communicate on CSR issues
+527 initiatives collected from 50 similar organizations
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