ECTS
120 credits
Duration
1 or 2 years
Training structure
Montpellier Management
Language(s) of instruction
French
Presentation
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.
100%*
Success rates
Objectives
With the Master in Family and Professional Wealth Management (formerly Global Wealth Management), students acquire a number of skills:
- Implement a sales approach to meet customer expectations
- Understand your customer's economic, legal and tax environment
- Apply legal and tax advisory techniques
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 2023-2024 (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 work-study program, but can also be completed without a work-study contract.
The second year of the Master's program (M2) is exclusively a sandwich course (apprenticeship or professionalization contract).
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.
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
STUDIES AND RESEARCH
6 creditsCARRYING OUT A SOCIAL AND LEGAL ASSESSMENT OF THE CUSTOMER
8 creditsPROVIDING ADVICE TO CUSTOMERS
4 creditsIMPLEMENT ASSET MANAGEMENT
4 creditsADOPT A CRITICAL STANCE WITH REGARD TO YOUR ENVIRONMENT
5 creditsMASTER FINANCIAL ENGLISH
2 creditsACQUIRING AND QUESTIONING INFORMATION
1 creditsOptional
Master 2
SOCIAL, LEGAL AND TAX ENVIRONMENT
3 creditsA CUSTOMER-FACING ADVISORY ROLE
4 creditsPROVIDE INSURANCE AND INVESTMENT ADVICE
6 creditsMANAGER'S PROFESSIONAL ASSETS
3 creditsINTERNSHIP AND DISSERTATION
12 creditsPROVIDE REAL ESTATE ADVICE
2 creditsInformation watch
12hM2 CPG Tutored project
M2 CPG Internship
Optional
And then
Professional integration
Graduates of the Master in Family Wealth Management and the Professions (formerly Global Wealth Management) can work mainly in :
- Banks and insurance companies
- Independent wealth management firms.
Types of jobs available :
- Wealth management advisor
- Financial wealth advisor
- Wealth advisor
- Asset manager
- Asset manager
- Private Banking Advisor