PARCOURS - Conseiller Patrimonial et Financier / Asset Manager

  • Economy-Management
PARCOURS - Conseiller Patrimonial et Financier / Asset Manager
Diplôme conférant grade de master contrôlé par l'État
Diplôme conférant grade de master contrôlé par l'État

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Résumé

This track prepares for jobs in banking, managing investments and financial operations, and assisting clients in building up or developing their assets. Read more

Objectifs

Initial training / Accessible for resumption of studies / Alternance (Apprenticeship, Contrat de professionnalisation)
Master
1 year
Ecole Universitaire de Recherche Economie et Management
Campus Saint Jean d'Angély
French

Details

Informations

Type of program
Continuing education
Initial education (work-study only)

  • Professionalization contract
  • Apprenticeship contract

Employability rate

  • 82.3%* 6 months after graduation.


*Average of the last two years

EUR OF AFFILIATION

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Introduction

The master's degree in wealth and financial management / asset management (CPFAM) is a high-level professional program leading to managerial and executive financial positions in banking and financial institutions.

This track prepares for jobs in retail, private and investment banking, managing the investments and financial operations of high net-worth clients, and assisting them in building up or developing their assets.

It meets the needs of professional circles looking for employees who are familiar with regulations and the most sophisticated financial products and markets, and who can quickly become operational in the fields of financial risk assessment and management, and wealth management.

Unique features of the program : 

  • A program that develops skills in wealth management, compliance and market finance.
  • Career opportunities in management and executive positions in retail, private and investment banking.
  • A dense and active alumni network contributes to high employability.
  • Rapid access to the professional world with an apprenticeship or professionalization contract.


The objective of the master's program is to provide the following skills :

  • Advise clients (individuals and companies) on their investment strategy.
  • Support customers in implementing their wealth management strategy.
  • Implement best practices in terms of compliance and ethics.
  • Understand the economic, legal and tax situation of private clients.
  • Manage the risks and performance of a securities portfolio.
  • Understand the workings of capital markets.
  • Master financial risk management and hedging techniques.


For more information about the program’s satisfaction rate, please contact the head of the program.
The success rate in 2023/2024 was 87% under the former name of the track: Banking Management and International Finance.

 

Training accessible to disabled people.
Consult website

Training eligible for "MON COMPTE FORMATION"
moncompteformation.gouv.fr</


 

Partnership

Logo du GREDEG
Logo du GREDEG

GREDEG website

Admission

Prerequisite

Graduate level

Students with a bachelor’s degree in economics and management, a bachelor’s degree in mathematics applied to the social sciences (MASS), and bachelor’s degree in banking, insurance and finance.

Conditions of applications

Dematerialized application files.
Applications are submitted on the Mon Master platform for M1 students, and on the ecandidat platform for M2 students.

Consult the procedure

An initial selection based on the candidate's file (eligibility) will lead to an interview with members of the teaching team. This interview is an opportunity to assess the applicant's qualities (interpersonal skills, oral expression, clarity and coherence of the professional project) as well as their motivation.

Conditions of specific applications

Consult the procedure

Conditions of admission / Conditions of successful application

Applicants are admitted on the basis of previous academic achievement from the baccalaureate onwards, grades in fundamental subjects in economics and finance, at least C1 level in French (for non-French speakers), and their career project and professional experience.

After a pre-selection based on their application file, students are invited for an interview with the program directors.

A work-study contract is an asset in the selection process.

Program

Master 1 (676 heures)

Semester 1 

Unité 1 - Marchés et instruments financiers (6 ECTS)
Stratégie d’options et produits de taux
Les produits et techniques de la banque-assurance 
Organisation et fonctionnement des marchés 
Fusions et acquisitions

Unité 2 - Gestion d’actifs et Investissement (6 ECTS)
Socialement Responsable 
Gestion de portefeuille 
Ingénierie patrimoniale 
Évaluation des risques financiers 
Finance durable et ISR 

Unité 3 - Communication professionnelle en finance 1 (6 ECTS)
Techniques de vente et négociation commerciale 
Coaching
Anglais économique et financier 

Unité 4 - PPR1 - Méthodologie de recherche et gestion de projets 1 (12 ECTS)
Gestion de projets
Méthodologie de recherche 
Rédaction d'une revue de la littérature

Unité 5 - Compétences transversales (3 ECTS)
Une mineure au choix parmi les mineures d'ELMI/DS4H/EFELIA

Semester 2 

Unité 6 - Analyse financière et valorisation d’entreprises (6 ECTS)
Diagnostic bancaire
Gestion financière
Financement et valorisation des entreprises 
Private equity et financement de l’innovation

Unité 7 - Environnement digital et numérique des banques et des marchés (6 ECTS) 
Intelligence artificielle appliquée à la finance
Digitalisation et FinTech
Blockchain et cryptomonnaie

Unité 8 - Enjeux réglementaires, sociétaux et environnementaux des activités financières (6 ECTS)
Réglementation et conformité
RSE et évaluation extra financière des entreprises 
Analyse conjoncturelle

Unité 9 - Communication professionnelle en finance 2 (3 ECTS)
Management d'équipe
Anglais économique et financier 

Unité 10 - PPR2 - Méthodologie de recherche et gestion de projets 2 (9 ECTS)
Méthodologie et séminaures de recherche  
Rédaction et soutenance du mémoire/projet d'étude
Préparation au TOIEC / TOEFL
Stage

Unité 11 - Compétences transversales (3 ECTS)
Une mineure au choix parmi les mineures d'ELMI/DS4H/EFELIA

Master 2 (757,5 heures)
Unité 1 - Finance durable et Responsabilité Sociale des Entreprises  (6 ECTS)
Finance durable appliquée à la gestion de patrimoine et de portefeuille
Finance durable appliquée à la finance d'entreprise

Unité 2 - Communication professionnelle et expérience projet (6 ECTS)
Professional Skils and Corporate Culture
Crowdfund your business

Unité 3 - Approche patrimoniale du professionnel et du particulier (6 ECTS)
Aspects juridiques et fiscaux de la transmission d'entreprise
Optimisation de la transmission patrimoniale

Unité 4 - Actifs patrimoniaux (6 ECTS)
Approche patrimoniale, commerciale et fiscale des produits d'épargne et de l'assurance-vie
Approche patrimoniale et fiscale des produits immobiliers

Unité 5 - Audit, conformité et éthique (6 ECTS)
Contrôle permanent et risque
Conformité des services d'investissement
Audit des activités financières

Unité 6 - Outils et méthodes de la banque privée et de la banque d'investissement (6 ECTS)
Trust, family office et optimisation fiscale
Strategies et produits financiers de la banque privée
Financements structurés
Certification AMF

Unité 7 - Asset Management et Finance Quantitative  (6 ECTS)
Exploitation des données financières et Power BI
Produits dérivés de taux d'intérêt et de change
Analyse technique et Money Management
Stratégies et valorisation des options et des produits structurés 
Couverture des risques et assurance de portefeuille

Unité 8 - PPR1. Outils et méthodes de la recherche en finance  (18 ECTS)
VBA appliqué à la finance 
Finance comportementale et stratégie d'investissement
Soutenance de mémoire de recherche 
Séminaires professionnel et de recherche
Stage

Unité 9 - Compétences transversales (6 ECTS)
Deux mineures au choix parmi les mineures d'ELMI/DS4H/EFELIA

The first year is the same for all tracks.

See the description of the MBFA track.



 

NASICA Eric - Produits structurés, stratégies d'options et de couverture
ORIOL Nathalie - Outils et techniques de la gestion de portefeuille
MAY Catherine Economic and financial issues
NASICA Eric & BRUNO Olivier - Méthodologie du mémoire
DUFOUR Dominique - Outils et pratiques de la gestion et de l'analyse financière
BARBERIS Xavier - Outils et techniques de la gestion de portefeuille et Droit du patrimoine et transmission du patrimoine privé
PANSARD Fabrice - Outils et techniques de la gestion de portefeuille
CIOSI Franck - Produits structurés, stratégies d'options et de couverture
LEFEVRE Jérôme - Produits structurés, stratégies d'options et de couverture
MONDOLONI Cyril - Ingénierie patrimoniale, règlementation et conformité
Julien LE MARREC - Ingénierie patrimoniale, règlementation et conformité
BUNETA Anthony - Ingénierie patrimoniale, règlementation et conformité
FIORENTINI Michaël - Ingénierie patrimoniale, règlementation et conformité
LIPARI Giovanni - Ingénierie patrimoniale, règlementation et conformité
FRANCESCON Ivo - Ingénierie patrimoniale, règlementation et conformité
TIGLI Nathalie - Outils et pratiques de la gestion et de l'analyse financière
CLEMENT Adeline - Outils et pratiques de la gestion et de l'analyse financière
JULIEN Ganaelle - Approche patrimoniale et fiscale des produits d'épargne et de l'assurance vie
MAHINC Céline - Approche patrimoniale et fiscale des produits immobiliers
JAEGER Laurent - Aspects juridiques et fiscaux de la transmission d'entreprise
LATELLA Yamina - Aspects juridiques et fiscaux de la transmission d'entreprise et Droit du patrimoine et transmission du patrimoine privé
DESANDRE Eric - Relation commerciale avec les professionnels et les particuliers
CARTAPANIS André - Analyse macroéconomique des marchés financiers internationaux

School and work experience alternating

The program runs from September to the end of March and alternates one week on the job with one week in class. From mid-May to the end of August, work-study students work full-time on the job.

Program only available in work-study format

Work-study schedule

Find an internship, work-study opportunity or job on the university website.

The program is partly graded by ongoing assessment (personal projects, group projects, oral presentations) and partly by end-of-year exams (lasting 1 to 2 hours). Group projects include writing summary notes, which are also graded and added to the internship grade.

More information on knowledge assessments

What's next ?

Year of highschool graduation

Degree equivalent to 4 or 5 years' higher education (Bac +4 & Bac +5)

Level of education obtained after completion

Degree equivalent to 4 or 5 years' higher education (Bac +4 & Bac +5)

RNCP URL of content

Fiche RNCP n° 38542
Consulter la fiche
  • Analyse the risks and regulatory tools of the financial markets
  • Evaluate the financial risks of loans and financial investments
  • Use the new forms of financing available
  • Manage customers' assets and advise them on their investment choices
  • Monitor information on the direction of financial markets and their new tools
  • Manage a banking and financial institution and supervise its staff
  • Assess and value the main financial products
  • Measure and hedge the risks associated with market and credit activities
  • Evaluate financial products
  • Measure the risks and performance of a securities portfolio
  • Manage and hedge the financial risks of accounts and investments
  • Advising clients on defining their investment objectives and needs within an appropriate legal and tax framework
  • Drawing up an asset balance sheet
  • Negotiate with professional and private customers
  • Apply best practice in terms of compliance and ethics
  • Apply the regulatory framework for financial transactions
  • Analyse and operate on capital markets

Target activities / attested skills

A student who has successfully completed the diploma is able to :
  • Advise clients (individuals and companies) on their investment strategy
  • Assist clients in implementing their wealth management strategy
  • Implement best practice in terms of compliance and ethics
  • Understand the economic, legal and tax environment of private clients
  • Managing the risks and performance of a securities portfolio
  • Master the workings of the capital markets
  • Master financial risk management and hedging techniques

Master 1 students are automatically admitted into Master 2, if they have successfully completed the first year.
Master 2 students may pursue their studies with a doctorate, if they obtain funding.

Business sector or job

Wealth manager, wealth engineer in a private bank, design of and expertise in banking and financial products, financial wealth management consultant, investment advisor, asset manager, bank branch manager, etc.

86.5% of graduates have found a job within 6 months of graduation, and 95.7% within 30 months (average over the last 2 years)

In addition to OVE statistics, view the results of our internal survey of alumni employability.

Submission

Students who plan to enroll full-time in a public institution of higher education must pay the Contribution to student and campus life (Contribution de Vie Etudiante et de Campus - CVEC).

Students must also pay tuition fees, which are set by ministerial decree for national degrees. They are indexed to the national consumer price index.

More information about tuition fees is available on this webpage.

If you are returning to school after a professional experience, you can find more information about tuition fees on the website of the Université Côte d'Azur Continuing Education Department.

After receiving the authorization to enroll, students must register online.

Information about the application process

Find more information for new students in the student booklet.