Economics - Management

Wealth management and professional assets

  • 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 transfers, emphasizing the link between private and professional assets.

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  • 100%*

    Success rates

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

The Master also prepares students for the AMF exam. An examination session is organized every year for our students.

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International dimension

At Montpellier Management, you have the opportunity to study abroad inone of 45 partner universities in 20 countries.

Discover all our international partner universities

Read the testimonials of our students who have gone abroad

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Organization

Knowledge control

*Success rate in M2 2022-2023 (admitted / number of students with an average > 7)

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Open on a sandwich basis

The first year of the Master's program (M1) is preferably 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 academic year.

The second year of the Master's program (M2) is exclusively a sandwich course (apprenticeship or professionalization contract).

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Internships, tutored projects

The first year of the Master's program (M1) is preferably a work-study program, but can also be completed without a work-study contract.

Find out more about the M1 internship on this page.

Find out all you need to know about M2 internships on this page.

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Program

Select a program

  • 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

    Admission

    Access conditions

    Find out more about the entry requirements for the Master's degree in Wealth and Asset Management on this page.

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    How to register

    See registration details on this page.

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    And then

    Professional integration

    Graduates of the Master's degree 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: self-employed wealth management advisor (CGP or CGPI), 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
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