ECTS
120 credits
Duration
1 or 2 years
Training structure
Montpellier Management
Language(s) of instruction
French
Presentation
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.
100%*
Success rate
Objectives
The aim of the Master's program in Wealth Management and Professional Wealth is to train wealth management advisors to advise and support company directors (managers and/or partners) in the management of their private and professional wealth.
Obtaining the Master's degree confers CJA accreditation and enables you to satisfy the professional skills required to carry out the following activities:
- Insurance broker
- Banking and payment services intermediary
- Financial investment advisor
- Participatory investment advisor
In addition, the master's degree prepares students for the AMF exam. An examination session is organized each year for our students.
Organization
Knowledge control
*M2 success rate 2022-2023 (admitted / number of students with average > 7)
Open in alternation
The first year of the Master's program (M1) is preferably completed in a sandwich course.
The work-study schedule is as follows: 15 days at the University / 15 days in the host organization, if applicable, from September to mid-May. From mid-May onwards, students work in their host organization until the start of the M2 program.
The second year of the Master's program (M2) is exclusively a work-study program (apprenticeship or professionalization contract).
Internships, tutored projects
Program
Select a program
Master 1
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
Master 2
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
And then
Professional integration
Graduates of the Master's program can work mainly in :
- Independent wealth management firms
- Chartered accountancy firms specializing in wealth management or business transfers
- The banks
- Insurance companies
Types of jobs available:
- Consultant: wealth management advisor (CGP or CGPI) on his own account, within an accounting group
- Banking professions: wealth management advisor and wealth engineers, private banking advisor, private banking advisor for shareholders and executives
- Insurance: wealth management and insurance advisor for professionals