M2 Finance | Wealth management course (GP)

The aim of this program is to meet the significant and ever-growing need for wealth management executives. Students will master all the activities involved in asset and wealth management, thanks to 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. The course is designed to combine theory and practical application, enabling students to become fully autonomous, multi-disciplinary and capable of developing cross-disciplinary approaches in various fields (finance, law, taxation, insurance, real estate, strategic management, etc.), enabling them to develop high-level analysis and advice combining customer knowledge, negotiation and ethics.

In addition to this technical know-how, the training program helps develop interpersonal skills, focusing on presentation, oral expression and writing skills in both French and English.

Emphasis is placed on developing intellectual curiosity, the ability to manage varied information and network skills.

On completion of the program, graduates will be able to:

• Build wealth, financial, legal and tax engineering.
• Analyze and value various assets.
• Develop and manage financial and non-financial asset portfolios.
• Understand and implement a compliance and ethics-based approach.
• Develop a network of clients and specialized partners.
• Respond to complex professional issues in national and international environments.

A partnership has been set up with the SFAF (Société Française des Analystes Financiers) for the M2 "Gestion de Patrimoine" course. This M2 GP partnership enables students to take the international professional diplomas AIWM/CIWM (Certified International Wealth Manager), CEFA/CIIA (Certified International Investment Analyst), CESGA (Certified ESG Analyst), via equivalence and preferential conditions. AMF certification is also available.

Examples of jobs on graduation :
- Private banker (BNPPARIBAS BP, Groupe CRÉDIT AGRICOLE, CMCIC, SOCIÉTÉ GÉNÉRALE Private Banking, ...)
- Family Officer (AFFO, MEESCHAERT, NEUFLIZE OBC)
- Gestionnaire de Fortune or International Wealth Manager (HSBC WM, INDOSUEZ WM, ROTHSCHILD & co)
- Independent asset manager (CNCGP-affiliated firms, ANACOFI)
- Wealth engineer (ALLIANZ, CYRUS Conseil, etc.)
- Sales institutional funds or Investor services manager (FIDELITY, CEDRUS)

Click on the link to access the course list for the Wealth Management track:

• Course list - GP course of the Master of Finance

Who can apply?

M1 students in the Finance Master's program have privileged access to this course. Parallel entry to M2 is possible for students holding a Master 1 (or equivalent Bac+4 diploma) in Management, Economics or Law; graduates of the Conférence des Grandes Écoles business schools and engineering schools; working professionals holding one of the above-mentioned diplomas or applying for VAE (minimum 5 years' professional experience); job-seekers undergoing retraining (holders of a Bac+4 diploma or through VAE).

How do I apply?

Admission is based on an application studied by a pedagogical committee, which checks that the student has sufficient knowledge of the fundamental tools of law, economics and management, and that his/her level is compatible with the objectives of the course.
Apply at the time of admissions on the dedicated platform.
For continuing education, applications can be made via the course secretariat and/or the FEG's continuing education department.

The teaching team is made up of lecturers in economics and management who carry out their research in the field of finance, and in particular market and international finance. This team is complemented by professional lecturers holding positions of responsibility in major companies and financial institutions. These professional lecturers account for around half of the teaching on the Master 2 course.

For the most part, each course is taught by a mixed team comprising a research professor and a professional from the sector. These courses alternate between lectures and practical case studies. This practical application can also be achieved through participation in national asset management simulation competitions.

Students also receive personalized support to help them refine and adapt their career plans, through tutorials, meetings and debates with current professionals (business roundtables), and the definition of assignments, for example by writing an applied research dissertation.

Some courses can be taught in a flipped classroom, with documents and videos posted online prior to each session.

At the end of the Master 2 program, students take part in an oral exam to validate some of the skills they have acquired, based on topics selected by lottery and developed by the student. The jury is made up of the course director and one or more members of the teaching staff.

An internship of around 24 weeks is compulsory. A skills booklet is completed by the company tutor and the trainee at the end of the internship. A report on the internship may be submitted in the presence of the company tutor and the trainee.

• Lectures: 750 hours
• Tutorials: 73 hours
• Internship : 24 weeks

This course is available in :

• Continuing education (CE) : M2 courses take place 1 week out of 2, enabling students to pursue a part-time professional activity or take the Asset and Wealth Management DESU.
• Formation en alternance (FAL): in M1, courses are concentrated from Monday to Wednesday, to enable students to take part in a sandwich course during the rest of the week. In M2, classes are held every other week.
• Professional training contract (CP): in M1 and M2

This GP course can be taken as a Double Diploma with HEC Liège and Hong Kong Metropolitan University (see page on international double degrees, master's degree in finance); it enables students to take part in international exchanges in M1 or in the 2nd semester of M2, subject to certain conditions.