Commentaire sur Specialized Master in Private Banking & Financial Planning - Présentiel - 11ème - Popincourt - Paris
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Objectifs
The programme’s objective is to train students to master the financial, legal, commercial and tax issues related to private banking and financial planning while taking into account the ethical and psychological aspects of the profession. This full-time programme extends to 12 months. It starts in September and is organised as follows: - 6 months of full-time coursework - end of September until the end of March - A company placement of at least 4 months starting in April - An international seminar lasting between one and two weeks - A professional thesis
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Dirigé à
Eligible applicants must hold a master's degree (research or professional) in fine arts, architecture, engineering, management, public administration, political science, humanities or in any other field. 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 are required for eligibility (in fields such as engineering, management, medecine, architecture, humanities ... ): - A "Grande Ecole" degree - A Master's degree (five years of study) - A Post-graduate degree (over 5 years) - A Bachelor degree with 3 years of work experience - Other degree equivalent to the above (please consult us)
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Diplôme
Specialized Master in Private Banking & Financial Planning
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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
- Etc.
Modules
Introduction to Private banking and financial planning:
- Private banking/estate and wealth management environment
- Family Law
- Individual and wealth taxes
International Private banking and financial planning:
- 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
Consulting and Marketing:
- Client relationship management
- Wealth management advice
- Wealth management softwares
- Ethics, compliance & regulatory
Introduction to Finance:
- Quantitative methods
- Financial markets
- Macro/International economics
- Insurance industry
Portfolio Assets Management:
- Portfolio management
- Technical Analysis & Portfolio game
- Asset allocation
Advanced Finance:
- Alternative Investments
- Structured products
- Banking loans
- Real Estate Investment Model (Robien Law)
