Economics - Management

Family Wealth Management and Professions

  • 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.

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  • 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.

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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 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.

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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 FINANCIAL ENGLISH

    3 credits
    • Financial English

    • IT

  • UNDERSTANDING THE ECONOMIC, FISCAL AND FINANCIAL ENVIRONMENT

    14 credits
    • Putting tax consultancy into practice

      30h
    • Banking environment

      15h
    • Monetary and Financial Economics

      27h
    • Information watch

  • MASTER THE FUNDAMENTALS OF CORPORATE FINANCE

    10 credits
    • Financial diagnosis 1

      24h
    • Corporate finance

      27h
  • PROVIDING INSURANCE ADVICE

    3 credits
    • Insurance fundamentals

      24h
    • Life insurance

      12h
  • STUDIES AND RESEARCH

    6 credits
    • Scientific methodology

      9h
    • M1 CPG Dissertation

    • M1 CPG Tutored project

    • M1 CPG Internship

  • CARRYING OUT A SOCIAL AND LEGAL ASSESSMENT OF THE CUSTOMER

    8 credits
    • Property law

      27h
    • Family and disability law

      27h
  • PROVIDING ADVICE TO CUSTOMERS

    4 credits
    • Sales negotiation

      32h
  • IMPLEMENT ASSET MANAGEMENT

    4 credits
    • Life insurance

    • Portfolio Management

      27h
  • ADOPT A CRITICAL STANCE WITH REGARD TO YOUR ENVIRONMENT

    5 credits
    • Deontology and ethics

      30h
    • Economic psychology and sociology

      21h
  • MASTER FINANCIAL ENGLISH

    2 credits
    • English

      27h
    • Preparing for AMF

  • ACQUIRING AND QUESTIONING INFORMATION

    1 credits
    • Conference Cycle

      9h
    • CM information watch

      4h
  • Optional

    • M1 GPF Optional internship

      0h
  • MASTERING ASSET MANAGEMENT TOOLS

    • Big expert

      14h
  • MANAGER'S PROFESSIONAL ASSETS

    6 credits
    • Financial analysis and valuations

      24h
  • IMPLEMENT A SALES REQUEST

    8 credits
    • Conducting an asset interview

      14h
    • Financial English

      27h
  • PROVIDING INSURANCE AND INVESTMENT ADVICE

    8 credits
    • Financial markets

      24h
    • Insurance - in-depth

      24h
  • SOCIAL, LEGAL AND TAX ENVIRONMENT

    8 credits
    • A civil approach to family assets

      18h
    • A social approach to heritage

      18h
  • SOCIAL, LEGAL AND TAX ENVIRONMENT

    3 credits
    • Lecture series

      18h
    • Personal taxation in the context of wealth management

      21h
  • A CUSTOMER-FACING ADVISORY ROLE

    4 credits
    • Effectiveness and posture during the wealth management interview

      21h
    • Professional practice

      10h
  • PROVIDE INSURANCE AND INVESTMENT ADVICE

    6 credits
    • Portfolio management and sustainable finance

      21h
    • Securities: financial markets and allocations

      14h
  • MANAGER'S PROFESSIONAL ASSETS

    3 credits
    • Optimizing equity capital and business transfers

      18h
    • Mastering the wealth management approach of the block business owner

      28h
  • INTERNSHIP AND DISSERTATION

    12 credits
  • PROVIDE REAL ESTATE ADVICE

    2 credits
    • Real estate in asset management

      14h
  • Information watch

    12h
  • M2 CPG Tutored project

  • M2 CPG Internship

  • Optional

    • M2 GPF Optional internship

Admission

Access conditions

Find out more about the entry requirements for the Master's degree in Family and Professional Wealth 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 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
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