On 1st July, Jacqueline Eli-Namer, who has been on the AMF Board since January 2019, will succeed Bernard Coupez as Chair of the Financial Skills Certification Board. The Certification Board is responsible for providing opinions on the AMF’s professional certification system and its updates.
The Financial Skills Certification Board was created in 2009 and has at least seven members appointed by the AMF. They include two independent members with particular skills in the fields of education or vocational training in finance. Members are appointed for a renewable three-year term. The Chair of the Financial Skills Certification Board sits on the AMF Board.
Introduced in July 2010 and placed under the authority of the Financial Skills Certification Board, the system for verifying the minimum level of knowledge of employees or future professionals of investment services providers (ISP) was extended to financial investment advisors (FIA) in 2017. Between 1st July 2010 and 31 December 2019, more than 84,000 people passed the professional certification exam with one of the 15 training organisations certified by the AMF.
In October 2019, following work carried out under the authority of the Financial Skills Certification Board, the AMF reviewed its professional certification policy and created two common databases of questions for the examination, one in French and the other in English. One of the future projects of the Certification Board is the creation of a module to assess knowledge in sustainable finance.
Jacqueline Eli-Namer is Chair of the Supervisory Board of the financial firm Oudart SA and Chair and CEO of Oudart Gestion. A graduate of Paris II-Panthéon Assas and Paris IX-Dauphine universities, as well as of the French Society of Financial Analysts (SFAF), she began her professional career as a financial analyst in 1978 with Cheuvreux de Virieu, before moving on to become a portfolio manager and later director of investments. Between 1994 and 2003, she was director/managing director at Crédit Agricole Indosuez-Cheuvreux Gestion. She is a member of the Advisory Board of the Master 203 programme at the university of Paris Dauphine, which reflects on the match between the training courses and the qualification needs of financial companies, as well as on trends in market activities. She is also a director of the French Association of Financial Corporations (ASF) and vice-chair of the Private Management Club of the French Asset Management Association (AFG).
Members:
Mr. Christophe Couturier (Ecofi Investissements)
Mrs. Elizabeth Decaudin (CNCEF)
Mrs. Catherine Fauquet (University of Nantes)
Mr. Vincent Fleurquin (Crédit Agricole)
Mr. Xavier de La Maisonneuve (Exane)
Mr. Yann Lejolivet (Crédit Mutuel Arkéa)
Mr. Florian Marsaud (BPCE)
Mr. Bertrand Merveille (La Financière de l’Echiquier)
Mrs. Myriam Roussille (University of Le Mans)
About the AMF
The AMF is an independent public authority responsible for ensuring that savings invested in financial products are protected and that investors are provided with adequate information. The AMF also supervises the orderly operations of markets.Visit our website https://www.amf-france.org
