M2 Finance | Wealth Management (GP)

The aim of this programme is to meet the significant and ever-growing need for wealth management executives. Students will be able to master all the facets of asset and wealth management through a global, long-term approach to private client profiles (both individuals and companies) and in-depth knowledge of wealth management issues, income flows and investment products.

Courses are designed to combine theory and practice in such a way as to enable students to become fully autonomous, multidisciplinary, and capable of developing cross-disciplinary approaches in various fields (Finance, Law, Tax, Insurance, Real Estate, Management, Strategic Management, etc.). Students develop high-level analysis and consultancy skills that combine client knowledge, negotiation, ontology, and ethics.

In addition to this technical know-how, students are trained in how to present, express themselves orally and act with ease in both French and English. Emphasis is placed on developing intellectual curiosity, the ability to manage a variety of information and networking skills.

By the end of the programme, students will have acquired the following key professional skills :

• Managing and valuing asset portfolios,

• Operating in a complex and international context,

• Negotiating to develop a customer and partner network,

• Analysing and evaluating to perform a wealth study.

A partnership is in place with the SFAF (Société Française des Analystes Financiers) for the M2 "Asset Management" course completed by the DESU "Gestion d'Actifs et de Fortune". This M2 GP + DESU partnership integrates the preparation and passage of the AMF Certification and allows students to pass, at their choice, via equivalences and preferential conditions, the international professional diplomas CIWM (Certified International Wealth Manager) or CIIA (Certified International Investment Analyst).

Examples of jobs on graduation:

• Banquier privé (BNPPARIBAS BP, Groupe CRÉDIT AGRICOLE, CMCIC, SOCIÉTÉ GÉNÉRALE Private Banking) 
• Family Officer (Cabinets affiliés AFFO, MEESCHAERT, NEUFLIZE OBC)
• Gestionnaire de Fortune - International Wealth Manager (HSBC WM, INDOSUEZ WM, ROTHSCHILD & co)
• Gestionnaire indépendant (Cabinets affiliés CNCGP, ANACOFI)
• Ingénieur patrimonial (ALLIANZ, CYRUS Conseil)
• Sales institutional funds - Investor services manager (FIDELITY International, CEDRUS & Partners)

Master 2 Finance Wealth Management Course (GP) (60 credits)

• Half-year 3 M2 Finance Wealth Management (GP) (30 credits)
• Law and Regulation (8 credits)
  • Ethics and financial regulation
  • Civil company law
  • Notarial and property law
• Taxation and Real Estate (6 credits)
  • National Taxation
  • Seminars in Tax Expertise
  • Real estate
• Market finance (8 loans)
  • Financial markets and investments
  • Financial derivatives
  • Structured products and bonds
  • Fund allocation and selection
• Insurance/Pension/Pension (4 credits)
  • Retirement
  • Foresight
  • Insurance
• Advice and negotiation (4 appropriations)
  • Diagnosis and assessment
  • Customer profile and relationship management
  • Decision Support Software
  • additional EU
• Introduction to econometrics (0 credits)

• Half-year 4 M2 Finance Wealth Management (GP) (30 credits)
• Support skills (4 credits)
  • Economic analysis
  • Français
• Internship or work-study assignment and thesis (26 credits)
  • Memory methodology
  • Business and PIP Round Table
  • Internship or work-study assignment and applied dissertation
  • Great oral

Who can apply?

Priority access is afforded to M1 students from the Master's in Finance of the Faculty.
Direct access to M2 is possible for students with a Master 1 (or equivalent 4-year degree) in Management, Economics or Law from Business or Engineering Schools; for working professionals holding one of the above or applying for VAE (accreditation of experience acquired: minimum 5 years' professional experience); for jobseekers undergoing retraining (holders of a Bac+4 degree or through VAE).

For initial training, applications should be posted on the Aix-Marseille Université e-candidat platform within the period stipulated.

For continuing education, applications can be made via the education secretariat and/or FEG's continuing education services.

How to apply?

Admission is based on a dossier studied by a teaching committee which checks whether the student has sufficient knowledge of the fundamental tools of law, economics and management and whether his/her level is compatible with the objectives of the course.

Apply at the time of admission on the dedicated platform.

REGISTRATION 

• Initial training

• Continuing education (M2 courses take place every other week so as to allow learners to pursue a partial professional activity or to follow the DESU Asset and Wealth Management)

• Apprenticeship (work-Study contract)

• Training in professionalization training contract (CP): in M1 and M2

TEACHING

The teaching team is made up of Lecturers-Researchers Economists and Managers exercising their research activity in the field of Finance and in particular in that of Market Finance and International Finance. This team is complemented by professional lecturers holding positions of responsibility in large companies and financial institutions. These professionals provide about half of the teaching in the Master 2 program.

For the most part, each course is taught by a mixed team comprising a Lecturer-Researcher and a professional from the sector. These lectures alternate lectures and practical case studies that enable students to put themselves in a real-life situation. This practical application can also be carried out through participation in national asset management simulation competitions.
A personalised follow-up of the student also allows him/her to specify his/her professional project and to adapt it through tutorials, meetings-debates with professionals in post (round tables), definition of missions through, for example, the conduct of an applied research thesis.

Some courses may be taught in reverse class with documents and videos put online before each session.
The oral exam at the end of the Master 2 allows the validation of part of the acquired skills in terms of competences based on subjects drawn at random and developed by the student. The jury is made up of the course director and one or more members of the teaching team.

INTERNSHIPS AND SUPERVISED PROJECTS

In initial training, an internship of approximately 24 weeks is compulsory and culminates in a presentation made by the student, possibly to the company tutor and the course tutor.

For students on sandwich courses, the schedule is one week in the company and one week at the university between September and March, then 6 months full-time in the company between April and September with double tutoring.

This M2 programme can be taken as a Double Degree with HEC Liège (see page on international double degrees, master's in finance); it allows students to take part in international exchanges in M1 or in the 2nd semester of M2, subject to certain conditions.