MBA2 Wealth Management

This ranked program is directed and taught by the entire Financia BS pedagogical team within the premises of Alternis BS.

Next application review committee: Friday, July 18th

Application Request for Brochure Schedule an Appointment

Our program is ranked among the best Masters, MS & MBA in Wealth Management in France:

Our program is ranked among the best Masters, MS & MBA Innovation Award in Nouvelle-Aquitaine:

Program: preparing for obtaining a Level 7 RNCP title 38949 ofExpert Consultant in Wealth Management(MCM) upon validation of the MBA2.
Title: issued by SOFTEC under agreement with Financia Business School. Order of April 26, 2024 - NSF Code 313

1 week at school / 2 weeks in company.

Test your eligibility >

Program Presentation

• The profession of Wealth Manager is at the intersection of multiple paths. It assists wealthy clients in optimizing and managing their assets. The profession is fueled by various trends: democratization of market access, growing interest in more attractive savings and life insurance products. Furthermore, the demand for highly qualified advisors with deep knowledge of tax, legal, financial, and social issues in a constantly changing legislation gives the sectors strong dynamism.

• The wealth management advisor stands by their client during key life stages (marriage, inheritance, asset transfers) and operates within banks with specialized services or an independent wealth management firm.

• The MBA Wealth Management and Family Office teaches how to approach all professions related to wealth management in banking or firm settings, generalist or specialized in a particular product (Wealth Management, Private Equity, or Family office).

Program Objectives

• 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

Curriculum

1^st 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

2^nd 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.

Assessment Methods

1^st year and 2^nd year

Evaluation of knowledge during training

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

2^nd 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

Main teaching methods

In-person classes, exercises, projects, group and individual work, touch screens, trade fairs, MasterClasses, Challenges, Business Game, AMF certification support in MBA2.

Program Director

Jean Marc Payet
Bank finance insurance training consultant

TARGET PROFILES & Prerequisites

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 > apply now >

Recruitment Process

Online application file to be completed on the Alternis-bs.com website (or to be downloaded and sent to Alternis Business School in paper format).
Analysis of the eligibility of the application file. Files are reviewed continuously to limit the waiting time to a maximum of 48 hours.
If the application file is deemed admissible, the candidate is invited for a motivational interview before a selection panel.
The decision of the Alternis panel is notified to the candidate by phone and email within 48 hours. If accepted, the candidate can then proceed with administrative enrollment in the desired program.

COST OF TRAINING

Work-study tuition

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

Full-time tuition (alternating internship)

1^st year: €10,100 - 2^nd year: €10,100, totaling €20,200
The training is financed by the student within the framework of an internship
(full-time and/or alternating, part-time permanent contract).

TRAINING FINANCING

Training fully financed by the company, an OPCO and/or another organization within the framework of a professionalization or apprenticeship contract;
Training financed by the student within the framework of paid alternating internships or a part-time fixed-term contract.

Possible Career Opportunities

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.

Success Rate / Professional Integration

Success rate for obtaining the MBA2 Wealth Management and Family Office in 2022-2023: 96% (updated on 31/10/2023)

In 2023, 88% of our learners found a job 6 months after obtaining their MBA2 Wealth Management and Family Office.

The professional integration rate only includes graduates who chose to enter the job market and does not take into account further studies

Their average gross annual salary is : 41 511€

Alternis Business School is committed to promoting the professional integration of people with disabilities. We are at your disposal to discuss the realization of your professional project and to implement measures to facilitate your reception on our premises and your work-study program.
For any questions, please contact our disability advisor, Alice Lemoine: alice.lemoine@alternis-bs.com

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