Setting up a training organization

set up a training organization

The training sector is booming, especially distance learning since the health crisis. But how do you set up a training organization, what are the steps involved and what are the obligations involved?

Article summary:

  • Who can set up a training organization?
  • Why set up your own training organization?
  • Pre-creation stages
  • Choosing a legal status
  • How to declare your business?
  • Reasons for refusal and cancellation
  • Obligations of training organizations
  • The specificities of setting up a skills assessment center

Who can set up a training organization?

There are no specific qualifications for setting up a training organization. Both individuals and companies can provide training. This is why there are a number of players on the training market who do not necessarily have any specific qualifications or training. It’s also for this reason that training organizations are advised to obtain a label, in order to distinguish themselves.


Why set up your own training organization?

Updating employees’ skills is becoming increasingly important. Many employees want to improve their skills, take a skills assessment, or access training that will enable them to obtain a promotion, a position of responsibility, or better remuneration.

By setting up a training organization, you are putting yourself at the service of these employees, jobseekers or private individuals, and helping them to achieve their goals.

Finally, the training sector does not seem to be experiencing a crisis, and remains a highly lucrative, albeit concentrated, business (5% of training organizations account for 70% of total sales).

It is possible to provide training without being a training organization. Registering as a training organization does, however, give you access to the professional training market. If you don’t, you can only work with private individuals.

What’s more, if you are a training organization and obtain Qualiopi certification, you will have access to public and mutualized funds, enabling your customers to have their training courses financed.


Steps involved in setting up a training organization

Current regulations are governed by Law n°2018-771 of September 5, 2018 on the freedom to choose one’s professional future.

Setting up and registering a training organization is fairly straightforward, but to maximize your chances of success, it’s a good idea to go through a few preliminary steps. a few preliminary steps.

  • Carry out a study of your market and your own assets: what skills do you possess, who is your target audience and what are their expectations (in terms of curriculum, methods, financial means…).
  • Create your training catalog
  • Analyze whether your project is financially viable
  • Define your needs in terms of human and material resources: for example, if you’re offering face-to-face training, you’ll need to find premises that meet the standards governing establishments open to the public (ERP). For distance learning courses, on the other hand, you’ll need to invest in computer equipment and digital resources.
  • Develop a marketing plan to make yourself known.

Choosing a legal status

Before you can offer your first training course and register with DREETS, you need to choose and obtain a legal status, as you will need to provide your registration certificate to INSEE to declare your training organization.

There are several types of legal status:

  • Micro-entrepreneur or auto-entrepreneur: your personal assets are mixed with those of your business, and you can’t hire employees. This status is advantageous for independent trainers who are just starting out and don’t wish to invest.
  • Sole proprietorship (EIRL): you are also self-employed, but your assets are not mixed with those of your business. You can also opt to pay corporation tax instead of income tax.
  • Single-member simplified joint stock company (SASU): your company has a single shareholder, and you can be considered an employee. You must, however, be extremely rigorous in your administration and comply with all legal obligations.
  • SARL: several partners.

Once you’ve chosen your status, you need to register with INSEE and obtain a SIREN or KBIS number.


How to declare your activity?

You can then promote yourself and land your first contract. From then on, you’ll have to comply with the requirements for registering as a training organization.

In particular, you need to obtain a business registration number.

You must apply to the DRIEETS to register your activity. It is required for continuing education, but not for training courses offered to individuals as part of their leisure activities. For in-house training, the activity declaration number is not compulsory, but it is recommended in certain cases, depending on the volume, or for valuing training as part of the skills development plan.

The application must be made within three months of the start of the first training contract. Your first contract or agreement will therefore not be registered, which is perfectly normal. You will simply note “under registration” on your documents.

We advise you to start compiling your application as soon as you begin your training. The documents required may vary slightly from region to region (check with your DRIEETS), but here are the typical documents required:

  • Completed Cerfa n° 10782*05 form
  • KBIS or INSEE registration certificate
  • Proof of initial training (training contract or agreement)
  • Extract from the manager’s criminal record
  • A copy of the detailed training program
  • Trainers’ identities and CVs

You will receive a letter to obtain your activity declaration number, which you should keep in a safe place, as it will enable you to access online government services such as EDOF for the CPF, or the site for filling in your Bilan Pédagogique et Financier.
Please note that the activity declaration number does not constitute state approval or accreditation. It simply authorizes an organization to deliver skills development programs.

You will need to include your business registration number on your official documents.


Reasons for refusal and cancellation of a declaration of activity

There are several reasons for refusal or cancellation:

  • An incomplete file
  • Training activities not covered by vocational training
  • Non-compliance with legal or regulatory provisions (particularly concerning training programs)
  • A legal entity or natural person not authorized to carry out a professional training function

The declaration is checked by submitting the Pedagogical and Financial Report. If this document is not sent, the activity declaration will be cancelled.

In the event of refusal or cancellation, you can contact the DIRECCTE to take steps to obtain a new number. Indeed, without an active activity declaration number, you are no longer entitled to carry out training activities, so you need to resolve the situation as quickly as possible.


Obligations of training organizations

Once you have your registration number, you are officially a training organization. You are listed on the public list of training entities, and may be exempt from VAT under certain conditions.

On the other hand, the status of training organization comes with certain obligations.

In particular, you must have certain documents that are indispensable for any training action:

  • The training program provided to trainees prior to registration, including
    • The objectives
    • The target audience
    • Prerequisites
    • Program duration
    • Pedagogical and technical resources
    • Detailed training content
    • Training follow-up and assessment procedures
  • Signed training agreement including
    • The activity declaration number, with the correct wording received by mail
    • The name or company name of the signatories
    • The title and nature of the course
    • Training duration
    • Number of trainees
    • Assessment of knowledge and certification of training courses
    • Terms of payment
  • The training certificate, to be given to trainees at the end of the training course.
  • Evaluation questionnaires, as part of continuous improvement :
    • Upstream assessment: to measure prerequisites
    • On-the-spot evaluation: to assess trainee satisfaction immediately after the training event.
    • Cold evaluation: to assess satisfaction and whether objectives have been achieved, 1 to 6 months after the end of training.

You must also complete and submit the Pedagogical and Financial Report each year.

Last but not least, you must comply with the national collective bargaining agreement for training organizations, which governs the working rules for trainers and staff within the organization. It also governs the rules governing the use of external trainers, such as self-employed workers.


You can download a detailed guide written by the DIRECCTE d’Ile-de-France in 2019.


The specifics of setting up a Bilan de Compétences center

To set up a skills assessment center, you need to follow the same steps as for a training organization. In addition, there are a number of additional specificities and obligations.

Respect the three phases

Skills assessments necessarily involve three phases.

  • The first phase is the preliminary phase. This is a free preliminary interview. The aim is to analyze the beneficiary’s needs and requirements, determine the most appropriate format and define how the assessment will be carried out. This phase leads to the agreement.
  • The second phase is the investigation phase. It is designed to enable the beneficiary to build up his or her professional project u to work out one or more alternatives. This is done by identifying their knowledge, experience, interests and skills. Reflection on the possible avenues of professional projects must be traced.
  • The third and final phase is the conclusion phase. These are personalized interviews which enable the results of the investigation phase to be appropriated and the professional projects to be formalized, by analyzing the risks, strengths and areas for progress.

Detailed results and a summary document must then be presented to the beneficiary. The summary is confidential and must be destroyed six months after the end of the assessment.

Respect ethics and confidentiality

Skills assessment centers have to pay close attention to ethics and confidentiality. In particular, they must have a code of ethics. They must also destroy all documents after the assessment, with the exception of elements required in the event of an audit or for the Qualiopi audit.

Documents relating to a skills assessment, and in particular the summary, are the property of the beneficiary and may only be communicated to a third party with his or her agreement.

If tests are proposed, the attendant must be trained to interpret them.

CPF eligibility

By decree, skills assessment is one of the few training courses that is automatically eligible for the CPF. Its CPF code is 202.

So you don’t need to do anything to make your skills assessment eligible, and you can simply enter it on EDOF, the CPF website.

The average cost of a skills assessment is €1,500, but rates vary from one organization to another. Some cost slightly less, while others cost up to 3000€.