ECTS
120 credits
Duration
1 or 2 years
Training structure
Montpellier Management
Language(s) of instruction
French
Presentation
The Master's in Wealth Management provides students with the knowledge and skills needed to become wealth management advisors. These skills cover asset and financial product management (stocks, mutual funds, banking and insurance products, life insurance, real estate, etc.), as well as legal and tax management of wealth.
100%*
Success rate
Objectives
The Master's in Wealth Management aims to train wealth management advisors who are able to advise and support business leaders (executives and/or partners) on the management of both their private and professional wealth.
In addition to traditional wealth management disciplines, this master's program focuses on financial management and law (corporate law, tax law, matrimonial property regimes, inheritance and gifts, social security, etc.).
International dimension
At Montpellier Management, you have the opportunity to study abroad atone of our 65 partner universities in more than 25 countries.
Discover all the testimonials from our students who have gone abroad
Organization
Knowledge assessment
*Success rate in M2 2024-2025 (admitted / number of students with an average > 7) - Data from the 2024-2025 academic year for the Master's in Wealth Management and Professional Wealth Management
Open alternately
The first year of the Master's degree (M1) is exclusively work-study.
The work-study schedule is as follows: 15 days at the university / 15 days at the host organization, if applicable, from September to mid-May. From mid-May onwards, work-study students remain at their host organization until the start of the second year of their master's degree.
The second year of the Master's degree (M2) is exclusively work-study (apprenticeship or professional training contract).
Internships, supervised projects
The M1 and M2 are only open on a part-time basis and for continuing education.
Program
MASTER 1
SEMESTER 1 (30 ECTS)
EU 1 – Economic and financial environment
Monetary and financial economics
Combating fraud and money laundering
Organization of financial markets
EU 2 – Legal and tax environment
Family and incapacity law
Property law and asset management
Personal taxation 1
EU 3 – Insurance
Insurance Fundamentals
Life Insurance 1
EU 4 – Customer relations
Negotiation and sales
Efficiency and posture during wealth management meetings
Financial English
EU 5 – Lecture series
Lecture series
SEMESTER 2 (30 ECTS)
EU 6 – Financial investments
Financial markets and asset valuation
Portfolio management and asset allocation
EU 7 – Heritage and business
Legal structure of companies and wealth management issues
Wealth management approach for business owners
Wealth management approach to business transfer
Legal aspects of social protection
EU 8 – Insurance and real estate
Life insurance 2
Life insurance 3
Real estate and wealth management
EU 9 – Customer relations
Conducting heritage maintenance
Financial English
EU 10 – Lecture series
Lecture series
EU 11 – Memory
Memory
MASTER 2
For the start of the academic year in September 2026, the Master 2 program will retain the same format as it currently has (that of the Master 2 in Wealth Management & Professional Wealth).
In September 2027, the Master 2 program will become the Master 2 in Wealth Management.
SEMESTER 1 (30 ECTS)
EU 1 – Financial and Tax Engineering
Green finance
Investment products and asset allocation
Personal taxation 2
EU 2 – Business Transfer Engineering
Balance sheet analysis and financial forecasts
Legal security for business transfers
Business transfers free of charge
Taxation of transfers for consideration
EU 3 – Professional Practice
Conducting heritage maintenance
Financial English
EU 4 – Lecture series
Lecture series
SEMESTER 2 (30 ECTS)
EU 5 – Corporate asset engineering
Business valuation
Implementation of a balance sheet transaction
Strategy for holding and transferring commercial real estate
Taxation of gifts and transfers of family businesses
UE 6 – Wealth management for executives
Wealth management strategy for transferring executives
Executive compensation and management packages
Support for business transferors
Social security
EU 7 – Professional Practice
Professional ethics
Green finance and investment products
EU 8 – Lecture series
Lecture series
EU 9 – Memory
Memory
Select a program
Master's 1
Master's degree
Admission
Admission requirements
See the admission requirements for the Master's in Wealth Management on this page (under "prerequisites").
To apply:
- Visit this page
- Click on the red "Apply" button
Registration procedures
See the registration terms and conditions on this page.
And after
Professional integration
Master's degree graduates can work primarily in:
- Independent wealth management firms
- Accounting firms engaged in wealth management or business transfer activities
- Banks
- Insurance companies
Types of jobs available:
- Advice: independent wealth management advisor (CGP or CGPI) working within an accounting firm
- Banking professions: wealth management advisors and wealth engineers, private banking advisors, private banking advisors for shareholders and executives
- Insurance: wealth management and insurance advisor for professionals