+33 6 86 06 61 48 +33 5 54 20 03 10
Alternis Business School

MBA2 Wealth Management and Family Office (Work-Study) in Bordeaux

MBA2 Wealth Management (FINANCIA Bordeaux)

Ce programme classé est dirigé et dispensé par l'ensemble du corps pédagogique de Financia BS au sein des locaux d'Alternis BS.
Start of the academic year September 2026 - applications open. Next committee meeting to review applications : Monday, December 1
Application Request for Brochure

Notre formation est classée parmi les meilleurs Masters, MS & MBA Gestion de Patrimoine de France :

 

Notre formation est classée parmi les meilleurs Masters, MS & MBA Gestion de Patrimoine de France :

 

Notre formation est classée parmi les meilleurs Masters, MS & MBA Prix de Lancement de Programme en Nouvelle-Aquitaine :

 

Notre formation est classée parmi les meilleurs Masters, MS & MBA Prix de Lancement de Programme en Nouvelle-Aquitaine :

 

Cursus préparant à l'obtention d'un titre RNCP 38949 de niveau 7 d'Expert Conseil en Gestion de Patrimoine (MCM) à validation du MBA2.
Titre : délivré par SOFTEC sous convention avec Financia Business School. Arrêté du 26 avril 2024 - Code NSF 313

1 semaine école / 2 semaines en entreprise.

Test your eligibility >

Jean Marc Payet
Bank finance insurance training consultant

  • Audit a wealth client
  • Analyze the wealth situation
  • Assess and optimize a wealth strategy
  • Monitor and develop wealth activity

To learn more aboutthe objectives and skills blocks, click on this link

 

1st year

• Financial instruments
• The wealth client
• Marital property regimes
• Omnichannel sales and communication techniques
• Successions and gifts
• Company law
• Personal income taxation
• Financing techniques
• Financial calculations
• Conduct a wealth audit
• Social protection
• Employee savings
• Life insurance
• Reviews/exam
• English
• Master Class

2nd year

• Real estate investment
• Division of ownership
• Civil companies
• The business owner's wealth strategy
• Business valuation
• Conduct a wealth analysis
• Develop a wealth strategy
• Monitor and update the action plan
• International wealth management
• Lead an entrepreneurial project
• Reviews/exam
• English
• Master Class

Number of training hours in the second year : 525 hours

As part of the continuous improvement of our programs, these may be subject to certain changes.

1st year and 2nd year

Evaluation of knowledge during training

  • Oral: Case studies, presentations, projects
  • Written: Continuous assessment, midterms, case studies

2nd year

Professional thesis

  • Oral defense before jury

Final case study

  • 6-hour written case study on the program covered during the year

A jury meets at the end of the year to give a favorable or unfavorable opinion on the validation of the Title

Candidates with the following are eligible to apply :

Validated Bac+4 level in economics, management, finance, accounting, mathematics, political science...

Knowledge of savings, investment, and insurance products, banking and insurance sector, customer relationship management in a banking context, financial analysis, tax, legal, and social knowledge.

Program accessible through Validation of Acquired Experience (VAE).

Selection is based on:

  • application file
  • remote tests
  • and interviews, (possibly by video conference).
Test your eligibility > Application >
  • Review of the application's eligibility.
    Applications are reviewed on a rolling basis to minimize waiting time.
  • If the application is deemed eligible, the candidate is invited to a motivational interview with a selection panel.
  • The Alternis panel's decision is sent to the candidate in writing. If accepted, the candidate can then proceed with administrative registration for their chosen program.
Application >

Wealth management advisor, family officer, bank branch manager, private client advisor, financial advisor, professional client advisor, insurance broker, Real estate broker, real estate director, real estate asset manager, real estate fund manager, real estate portfolio manager, investment manager, real estate expert, property manager, real estate developer, real estate advisor, land developer.

Alternating schooling

Within the framework of a professionalization contract or an apprenticeship contract, training costs are covered by the host company.

Initial schooling

10 100 €
The training is financed by the student within the framework of an internship (full-time and/or alternating, part-time permanent contract).

Alternis Business School is committed to promoting the professional integration of individuals with disabilities. We're here to discuss your career plans and implement measures to facilitate your welcome to our premises and your work-study program.
For any questions, please contact our disability liaison, Alice Lemoine : alice.lemoine@alternis-bs.com

High School Graduate
1st Year Undergraduate
2nd Year Undergraduate

Titres RNCP de niveau 6

Bachelor’s Degree

Formations préparant à l’obtention d’un titre RNCP de niveau 7

Graduate / Master’s Level

RNCP Level 7 Titles

Address : Bassins à flot – Bâtiment G5 – 65 quai Lawton – 33300 Bordeaux
Check out our certificate

Top-ranked business school in
France

Application
Request for Brochure
Contact T&C Legal Notice GDPR
Copyright © Alternis business school 2025

Alternis Business School is committed to promoting the professional integration of individuals with disabilities. We're here to discuss your career plans and implement measures to facilitate your welcome to our premises and your work-study program. For any questions, please contact our disability liaison, Alice Lemoine :
alice.lemoine@alternis-bs.com

En poursuivant votre navigation sur ce site, vous acceptez l'utilisation de cookies pour le fonctionnement des boutons de partage sur les réseaux sociaux et la mesure d'audience des pages du site. Pour mieux comprendre notre politique de protection de votre vie privée, rendez-vous ici.