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 rate
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
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 done on a work-study basis but can also be done without a work-study contract.
The second year of the Master's program (M2) is exclusively a work-study program (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 program.
Internships, tutored projects
Program
Select a program
Master 1
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
Master 2
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
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 Consultant
- Financial wealth advisor
- Wealth Advisor
- In charge of asset management
- Wealth Manager
- Private Management Consultant