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: April 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.
côme, le family office
B
Providing financial and patrimonial advisory services, asset management, real estate investments, and private equity.
Initiatives identified among leaders
Définition d'une stratégie d'investissement à impact
“CNCEF définit une stratégie d'investissement à imp...” - CNCEFSoutenir les entreprises de croissance
“côme, le family office soutient les entreprises de...” - côme, le family office42% of similar organizations communicate on CSR issues
+310 initiatives collected from 50 similar organizations
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