ECTS
120 credits
Duration
1 or 2 years
Training Structure
Montpellier Management
Language(s) of Instruction
French
Overview
The Master’s in Wealth Management provides students with the knowledge and skills necessary to provide wealth management advice. These skills cover asset management and financial products (stocks, UCITS, banking and insurance products, life insurance, real estate, etc.), as well as the legal and tax aspects of wealth management.
100%*
Success Rate
Objectives
The Master’s in Wealth Management is designed to train wealth management advisors who can advise and assist business leaders (executives and/or partners) on the management of both their personal and professional wealth.
In addition to the traditional disciplines of wealth management, 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 located in more than 25 countries.
Check out all the testimonials from our students who have studied abroad
Organization
Knowledge Assessment
*Admission Rate for the 2024–2025 M2 Program (admitted students / number of students with a GPA > 7) — Data from the 2024–2025 academic year for the Master’s in Wealth Management and Professional Wealth
Open on an alternating basis
The first year of the master's program (M1) is offered exclusively as a work-study program.
The work-study rotation schedule is as follows: 15 days at the university / 15 days at the host organization, if applicable, from September through mid-May. Starting in mid-May, work-study students remain at their host organization until the start of the M2 program.
The second year of the master’s program (M2) is offered exclusively as a work-study program (apprenticeship or professional training contract).
Internships, supervised projects
The M1 and M2 programs are offered only as work-study programs and continuing education courses.
Program
MASTER 1
SEMESTER 1 (30 ECTS)
Unit 1 – Economic and Financial Environment
Monetary and Financial Economics
Combating Fraud and Money Laundering
Organization of Financial Markets
Unit 2 – Legal and Tax Environment
Family and Disability Law
Property Law and Wealth Management
Individual Taxation 1
Unit 3 – Insurance
Insurance Fundamentals
: Life Insurance 1
UE 4 – Customer Relations
Sales Negotiation
Effectiveness and Body Language During a Wealth Management Consultation
Financial English
UE 5 – Lecture Series
Lecture Series
SEMESTER 2 (30 ECTS)
Unit 6 – Financial Investments
Financial Markets and Asset Valuation
Portfolio Management and Asset Allocation
UE 7 – Heritage and Business
Legal Structures of Businesses and Wealth Management Issues
Wealth Management Approach for Business Owners
Wealth Management Approach to Business Succession
Legal Aspects of Social Security
Unit 8 – Insurance and Real Estate
Life Insurance 2
Life Insurance 3
Real Estate and Wealth Management
Unit 9 – Customer Relations
Conducting an estate planning interview
, Financial English
UE 10 – Lecture Series
Lecture Series
Unit 11 – Essay
Thesis
MASTER 2
For the start of the 2026 fall semester, the Master 2 program will retain the same format as it currently has (that of the Master 2 in Wealth Management & Professional Assets).
In September 2027, the Master 2 program will become the Master 2 in Wealth Management.
SEMESTER 1 (30 ECTS)
Unit 1 – Financial and Tax Engineering
Green Finance
Investment Products and Asset Allocation
Personal Taxation 2
UE 2 – Business Succession Planning
Balance Sheet Analysis and Financial Forecasts
Legal Structuring of Business Succession
Business Succession Without Consideration
Tax Treatment of Business Sales for Consideration
Unit 3 – Professional Practice
Conducting an estate planning interview
, Financial English
UE 4 – Lecture Series
Lecture Series
SEMESTER 2 (30 ECTS)
Module 5 – Corporate Asset Management
Business Valuation
Implementation of a Balance Sheet Restructuring Transaction
Strategy for Holding and Transferring Commercial Real Estate
Taxation of Gifts and Transfers of Family-Owned Businesses
Module 6 – Wealth Planning for Business Owners
Wealth Management Strategy for Selling Business Owners
Executive Compensation and Management Packages
Support for Business Sellers
Social Security
Unit 7 – Professional Practice
Professional Ethics
: Green Finance and Investment Products
UE 8 – Lecture Series
Lecture Series
Unit 9 – Thesis
Thesis
Select a program
Master's Degree, Year 1
Master's Degree (Year 2)
And then
Employment Placement
Master's degree graduates can primarily work in:
- Independent wealth management firms
- Accounting firms that provide wealth management or business succession services
- Banks
- Insurance Companies
Types of jobs available:
- Position: Self-employed wealth management advisor (CGP or CGPI) working within an accounting firm
- Banking Professions: Wealth Management Advisors and Wealth Management Engineers, Private Wealth Advisors, Private Banking Advisors for Shareholders and Executives
- Insurance: Wealth Management and Insurance Advisor for Professionals