ECTS
120 credits
Duration
1 or 2 years
Training structure
Montpellier Management
Language(s) of instruction
French
Presentation
The Wealth Management Master's program enables students to acquire all the knowledge and techniques required for wealth management consulting. These cover the management of financial assets and products (equities, mutual funds, banking and insurance products, life insurance, real estate, etc.), as well as the legal and tax aspects of wealth management. In the first year, particular attention is paid to the sales dimension: customer interviews and negotiations. In the second year, the program specializes in business transfers, emphasizing the link between private and professional assets.
100%*
Success rates
Objectives
The aim of the Wealth Management Master's program is to train wealth management advisors to advise and support business owners (managers and/or partners) in managing their private and professional assets.
In addition to the traditional disciplines of wealth management, this Master's program emphasizes financial management and law (company law, tax law, matrimonial property regimes, inheritance and gifts, social protection, etc.).
International dimension
At Montpellier Management, you have the opportunity to study abroad inone of 45 partner universities in 20 countries.
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 exclusively a sandwich course.
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.
The second year of the Master's program (M2) is exclusively a sandwich course (apprenticeship or professionalization contract).
Internships, tutored projects
The M1 and M2 programs are open only to sandwich courses and continuing education.
Program
Select a program
Master 1
Master 2
Admission
Admission requirements
Find out more about the entry requirements for the Master's degree in Wealth and Asset Management on this page.
How to register
See registration details on this page.
And then
Professional integration
Graduates of the Master's degree can work mainly in :
- Independent wealth management firms
- Chartered accountancy firms specializing in wealth management or business transfers
- The banks
- Insurance companies
Types of jobs available :
- Consultant: self-employed wealth management advisor (CGP or CGPI), within an accounting group
- Banking professions: wealth management advisor and wealth engineers, private banking advisor, private banking advisor for shareholders and executives
- Insurance: wealth management and insurance advisor for professionals