Targeted level of study
BAC +5
ECTS
120 credits
Duration
1 or 2 years
Training structure
Montpellier Management
Language(s) of instruction
French
Presentation
Program
Select a program
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.
PROVIDING INSURANCE ADVICE
4 creditsMASTER FINANCIAL ENGLISH
3 creditsMASTER THE FUNDAMENTALS OF CORPORATE FINANCE
10 creditsUNDERSTANDING THE ECONOMIC, FISCAL AND FINANCIAL ENVIRONMENT
12 creditsACQUIRE AND QUESTION INFORMATION
1 credits
STUDIES AND RESEARCH
6 creditsTO CARRY OUT A SOCIAL AND LEGAL ASSESSMENT OF THE CLIENT
8 creditsTO PROVIDE ADVICE TO THE CLIENT
4 creditsIMPLEMENT AN ASSET MANAGEMENT
4 creditsTO ADOPT A CRITICAL POSTURE WITH REGARD TO ITS ENVIRONMENT
5 creditsMASTER FINANCIAL ENGLISH
2 creditsACQUIRE AND QUESTION INFORMATION
1 credits
SOCIAL, LEGAL AND FISCAL ENVIRONMENT
3 creditsTO WORK AS A CONSULTANT WITH THE CLIENT
4 creditsPROVIDE INSURANCE AND INVESTMENT ADVICE
6 creditsTHE MANAGER'S PROFESSIONAL ASSETS
3 creditsPROFESSIONAL INTERNSHIP AND DISSERTATION
12 creditsTO PROVIDE ADVICE ON REAL ESTATE MATTERS
2 creditsInformation watch
12hM2 CPG Tutored project
M2 CPG Internship
Wealth Management and Professional Wealth
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 transfer operations, emphasizing the link between private and professional assets.
MASTER THE FUNDAMENTALS OF CORPORATE FINANCE
10 creditsPROVIDING INSURANCE ADVICE
4 creditsMASTER FINANCIAL ENGLISH
3 creditsUNDERSTANDING THE ECONOMIC, FISCAL AND FINANCIAL ENVIRONMENT
12 creditsACQUIRE AND QUESTION INFORMATION
1 credits
TO ADOPT A CRITICAL POSTURE WITH REGARD TO ITS PROFESSIONAL ENVIRONMENT
6 creditsACQUIRE AND QUESTION INFORMATION
1 creditsTO PROVIDE ADVICE TO THE CLIENT
3 creditsSTUDIES AND RESEARCH
6 creditsMASTER FINANCIAL ENGLISH
2 creditsTO CARRY OUT A SOCIAL AND LEGAL ASSESSMENT OF THE CLIENT
5 creditsIMPLEMENT ASSET MANAGEMENT
7 credits
CONDUCT A LEGAL AND FINANCIAL AUDIT
10 creditsTAX ENGINEERING
9 creditsLEGAL ENGINEERING
8 creditsACT AS A CONSULTING PROFESSIONAL
3 credits
Optional
PROFESSIONALIZATION AND MEMORY
8 credits12hFINANCIAL ENGINEER
9 creditsSOCIAL PROTECTION
3 creditsACT AS A CONSULTING PROFESSIONAL
2 creditsINFORMATION MONITORING
12hAPPLY THE ADVICE AND ACCOMPANY THE CLIENT
2 creditsCORPORATE REAL ESTATE
2 creditsGRAND ORAL
4 credits20hM2 G3P Internship
M2 G3P Tutored project