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.
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.
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
Organization
Knowledge control
*Success rate in M2 2022-2023 (admitted / number of students with an average > 7)
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).
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.
Program
Select a program
Master 1
ADOPT A CRITICAL STANCE WITH REGARD TO YOUR BUSINESS ENVIRONMENT
5 creditsACQUIRING AND QUESTIONING INFORMATION
1 creditsPROVIDING ADVICE TO CUSTOMERS
3 creditsSTUDIES AND RESEARCH
6 creditsMASTER FINANCIAL ENGLISH
2 creditsCARRYING OUT A SOCIAL AND LEGAL ASSESSMENT OF THE CUSTOMER
10 creditsIMPLEMENT ASSET MANAGEMENT
3 creditsOptional
Master 2
CARRYING OUT A LEGAL AND FINANCIAL AUDIT
10 creditsTAX ENGINEERING
9 creditsLEGAL ENGINEERING
8 creditsACTING AS A CONSULTING PROFESSIONAL
3 credits
Optional
PROFESSIONALIZATION AND MEMORY
8 credits12hFINANCIAL ENGINEER
9 creditsSOCIAL PROTECTION
3 creditsACTING AS A CONSULTING PROFESSIONAL
2 creditsINFORMATION WATCH
12hAPPLY ADVICE AND SUPPORT THE CUSTOMER
2 creditsCOMMERCIAL REAL ESTATE
2 creditsGRAND ORAL
4 credits20hM2 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.
How to register
See registration details on this page.
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