Economics - Management

MASTER IN WEALTH MANAGEMENT

  • Target level of study

    BAC +5

  • ECTS

    120 credits

  • Duration

    1 or 2 years

  • Training structure

    Montpellier Management

  • Language(s) of instruction

    French

Presentation

Program

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Family Wealth Management and Professions

The Master's degree in Family Wealth Management and the Professions (formerly Global Wealth Management) enables students to acquire all the knowledge and techniques required for wealth management consulting.

This knowledge is linked to the management of financial assets and products, legal management and tax management of wealth.

Particular attention is paid to the commercial dimension: customer relations and negotiation.

See the complete page of this course

  • MASTER FINANCIAL ENGLISH

    3 credits

    • Financial English

    • IT

  • UNDERSTANDING THE ECONOMIC, FISCAL AND FINANCIAL ENVIRONMENT

    14 credits

    • Putting tax consultancy into practice

      30h

    • Banking environment

      15h

    • Monetary and Financial Economics

      27h

    • Information watch

  • MASTER THE FUNDAMENTALS OF CORPORATE FINANCE

    10 credits

    • Financial diagnosis 1

      24h

    • Corporate finance

      27h

  • PROVIDING INSURANCE ADVICE

    3 credits

    • Insurance fundamentals

      24h

    • Life insurance

      12h

  • STUDIES AND RESEARCH

    6 credits

    • Scientific methodology

      9h

    • M1 CPG Dissertation

    • M1 CPG Tutored project

    • M1 CPG Internship

  • CARRYING OUT A SOCIAL AND LEGAL ASSESSMENT OF THE CUSTOMER

    8 credits

    • Property law

      27h

    • Family and disability law

      27h

  • PROVIDING ADVICE TO CUSTOMERS

    4 credits

    • Sales negotiation

      32h

  • IMPLEMENT ASSET MANAGEMENT

    4 credits

    • Life insurance

    • Portfolio Management

      27h

  • ADOPT A CRITICAL STANCE WITH REGARD TO YOUR ENVIRONMENT

    5 credits

    • Deontology and ethics

      30h

    • Economic psychology and sociology

      21h

  • MASTER FINANCIAL ENGLISH

    2 credits

    • English

      27h

    • Preparing for AMF

  • ACQUIRING AND QUESTIONING INFORMATION

    1 credits

    • Conference Cycle

      9h

    • CM information watch

      4h

  • Optional

    • M1 GPF Optional internship

      0h

  • MASTERING ASSET MANAGEMENT TOOLS

    • Big expert

      14h

  • MANAGER'S PROFESSIONAL ASSETS

    6 credits

    • Financial analysis and valuations

      24h

  • IMPLEMENT A SALES REQUEST

    8 credits

    • Conducting an asset interview

      14h

    • Financial English

      27h

  • PROVIDING INSURANCE AND INVESTMENT ADVICE

    8 credits

    • Financial markets

      24h

    • Insurance - in-depth

      24h

  • SOCIAL, LEGAL AND TAX ENVIRONMENT

    8 credits

    • A civil approach to family assets

      18h

    • A social approach to heritage

      18h

  • SOCIAL, LEGAL AND TAX ENVIRONMENT

    3 credits

    • Lecture series

      18h

    • Personal taxation in the context of wealth management

      21h

  • A CUSTOMER-FACING ADVISORY ROLE

    4 credits

    • Effectiveness and posture during the wealth management interview

      21h

    • Professional practice

      10h

  • PROVIDE INSURANCE AND INVESTMENT ADVICE

    6 credits

    • Portfolio management and sustainable finance

      21h

    • Securities: financial markets and allocations

      14h

  • MANAGER'S PROFESSIONAL ASSETS

    3 credits

    • Optimizing equity capital and business transfers

      18h

    • Mastering the wealth management approach of the block business owner

      28h

  • INTERNSHIP AND DISSERTATION

    12 credits

  • PROVIDE REAL ESTATE ADVICE

    2 credits

    • Real estate in asset management

      14h

  • Information watch

    12h

  • M2 CPG Tutored project

  • M2 CPG Internship

  • Optional

    • M2 GPF Optional internship

Wealth management and professional assets

The Master's degree in Wealth Management and Professional Patrimony provides all the knowledge and techniques needed to provide wealth management advice to business owners.

Its threefold expertise in legal, financial and tax matters enables it to take a global approach to the business owner's assets, and to deliver relevant advice that takes into account both the private and professional assets of the client.

In the second year, the program specializes in business transfers, emphasizing the link between private and professional assets.

See the complete page of this course

  • MASTER THE FUNDAMENTALS OF CORPORATE FINANCE

    10 credits

    • Company valuation

      27h

    • Financial diagnosis 1

      24h

    • Corporate finance

      27h

  • PROVIDING INSURANCE ADVICE

    3 credits

    • Insurance fundamentals

      24h

  • MASTER FINANCIAL ENGLISH

    3 credits

    • Financial English

    • IT

  • UNDERSTANDING THE ECONOMIC, FISCAL AND FINANCIAL ENVIRONMENT

    14 credits

    • Banking environment

      15h

    • Monetary and Financial Economics

      27h

  • ACQUIRING AND QUESTIONING INFORMATION

    1 credits

    • Information watch

      2h

  • ADOPT A CRITICAL STANCE WITH REGARD TO YOUR BUSINESS ENVIRONMENT

    5 credits

    • Deontology and ethics

      30h

  • ACQUIRING AND QUESTIONING INFORMATION

    1 credits

    • Life insurance

    • Portfolio Management

      27h

    • CM information watch

      4h

    • Conference Cycle

      9h

  • PROVIDING ADVICE TO CUSTOMERS

    3 credits

    • Sales negotiation

      32h

  • STUDIES AND RESEARCH

    6 credits

    • Scientific methodology

      9h

    • M1 G3P Internship

    • M1 G3P Tutored project

    • M1 G3P Dissertation

  • MASTER FINANCIAL ENGLISH

    2 credits

    • English

      27h

    • Preparing for AMF

  • CARRYING OUT A SOCIAL AND LEGAL ASSESSMENT OF THE CUSTOMER

    10 credits

    • Family and disability law

      27h

  • IMPLEMENT ASSET MANAGEMENT

    3 credits

    • Property law

      27h

    • Conference Cycle

      9h

    • Property law

      27h

    • Portfolio Management

      27h

  • Optional

    • CARRYING OUT A LEGAL AND FINANCIAL AUDIT

      10 credits

      • Diagnosis and financial forecasts

        24h

      • Audit of labor law obligations

        12h

      • Legal security for business transfers

        24h

    • TAX ENGINEERING

      9 credits

      • Taxation of gifts and family transfers

        18h

      • Taxation of the sale of an EI and business assets

        18h

      • Taxation of sales of commercial and noncommercial companies

        18h

    • LEGAL ENGINEERING

      8 credits

      • Free transfer of business - inheritance

        21h

      • Post-sale strategies for company sellers

        21h

    • ACTING AS A CONSULTING PROFESSIONAL

      3 credits

      • Adopting a professional posture

        12h

    • Optional

      • Optional sport

    • PROFESSIONALIZATION AND MEMORY

      8 credits12h

    • FINANCIAL ENGINEER

      9 credits

      • Managing and investing in companies in difficulty

        18h

      • Business valuation and financing

        30h

      • Investing in SMEs

        24h

      • Investment income

        18h

    • SOCIAL PROTECTION

      3 credits

      • Social protection for the company, the manager and the seller

        21h

      • Corporate social protection

    • ACTING AS A CONSULTING PROFESSIONAL

      2 credits

      • Understanding the seller

        12h

    • INFORMATION WATCH

      12h

    • APPLY ADVICE AND SUPPORT THE CUSTOMER

      2 credits

      • Administrative and regulatory implementation of the council

      • Transmission implementation

      • Professional meetings

        15h

    • COMMERCIAL REAL ESTATE

      2 credits

      • Real estate ownership and transfer strategy

        21h

    • GRAND ORAL

      4 credits20h

    • M2 G3P Internship

    • M2 G3P Tutored project