Dirigé àEligible applicants must hold a master’s-level academic or professional degree earned in fine arts, architecture, engineering, management, public administration, political science, or any other graduate-level degree. This requirement may be waived for applicants with non-traditional backgrounds and those who demonstrate exceptional qualities and skills. In accordance with standards set by the French Conférence des Grandes Ecoles, such applicants must not exceed 30% of admitted students per year. The following degrees in these fields (engineering, management, medecine, architecture, humanities ....) are required for eligibility: - A "Grande Ecole" degree - A Master's degree - A Post-graduate degree - A Bachelor degree with 3 years of work experience - Other degree equivalent to the above
DiplômeExecutive Specialized Master in Private Banking
Contenu
Due to the interdisciplinary nature of the field, the course incorporates material from the fields of finance, law and taxation in order to present a diverse range of financial planning and private banking products:
- Private investment environment
- Investment taxation
- Holding practices for real estate and other assets
- International taxation
- Asset management for family businesses
- Strategic wealth assessment and management
- Stock market portfolio investment management….
Modules
Introduction to Private banking and financial planning/ Introduction to Wealth Management:
- Private banking/estate and wealth management environment
- Family Law
- Individual and wealth taxes
International Private banking and financial planning/International Aspects of Wealth Management:
- International financial planning
- International taxation
- International Inheritance law
Managing Private Wealth:
- Wealth strategy in France
- Tax Optimisation Strategies
- Real Estate Law
- Inheritance Law
- Life insurance
- Investment products linked to life insurance
Managing Business-Investment Wealth:
- Managing investments in a family business
- Tax and legal strategies
- Taxation and family businesses
- Pensions and Salary Saving schemes
Cases on specific issues:
- Tax inspection
- Works of Art and Estate Planning
- Case studies