MBA Wealth Management
- Initial or continuous training
- 12500€
- October
- French
Program description
The MBA Wealth Management is intended not only for students interested in the banking world, but also in sustainable customer relations. This training aims to provide them with a perfect mastery of financial management, real estate, insurance financing techniques, compliance, family law and customer relationship management based on the listening, but also management while ensuring economic monitoring related to products but also to regulatory changes.
Objectives
The main objective is of course to acquire the technical knowledge of the trade by acquiring the basics, but also to put these skills into practice through case exercises and the exchange of experiences. One of the special features of this program is also to prepare you for AMF certification.
Through this program, you will be able to acquire skills in:
- Wealth engineering, family law, taxation,
- IRPP, IFI Financing and real estate - financial markets
- The legal and compliance environment of the business, the duty to advise
- Insurance fundamentals, life insurance contracts
Thanks to a concrete approach, the lessons of our MBA Wealth Management train professionals with all the skills necessary for the performance of their duties. From carrying out a specific or professional asset diagnosis to managing a client portfolio, including the definition of investment strategies and their implementation, we ensure that we offer exhaustive preparation for heritage professions at the core level. common.
Program courses
- Course description: review of the regulations and the obligations of intermediaries
- Educational objective of the course: anticipate and manage regulatory risks
- Teaching method: Lecture - sharing of experience - case study of new products recently released.
- Course description: discoveries of financial products, their target objectives
- Educational objective of the course: Know and master all the financial products existing on the French market, as well as the Bank on a daily basis
- Teaching method: Lecture - sharing of experience - case study of new products recently released.
- Course description: review of real estate mechanisms - real estate law - the different types of property - SCPI - OPCI Real estate construction - real estate promotion - real estate professions - different uses
- Educational objective of the course: Mastery of the real estate environment in its entirety in order to support the client in his approach and know how to meet specific needs.
- Teaching method: Lecture - sharing of experience, exchanges on the advantages / disadvantages.
- Course description: review of all insurance solutions offered
- Educational objective of the course: to know how to diagnose the existing situation and to propose the appropriate solutions. Specific focus on life insurance
- Teaching method: Lecture - sharing of experience, exchanges on the advantages / disadvantages
- Course description: Approach to law and taxation, impacts, legislation, finance law update
- Educational objective of the course: Master the legislative environment to better understand heritage issues
- Teaching method: lecture given with sharing of experience
- Course description: Approach to financial market mechanisms - understanding of investment banking - stock exchange - the different markets (commodities, interest rate market, debt.
- Educational objective of the course: To know the functioning of the financial markets and to understand its specificities
- Teaching method: Lecture with sharing of experiences - scenarios to be treated
- Course description: Review of matrimonial law and its duties and obligations, patrimonial law
- Educational objective of the course: ability to respond to heritage issues and resolve specific issues
- Teaching method: Lecture with sharing of experiences - scenarios to be treated
- Course description: Sales techniques and commercial negotiation
- Educational objective of the course: To master the relationship and the sales interview - to know how to conduct a sales interview while respecting the fundamentals and to be able to negotiate in a competitive environment.
- Teaching method: Lecture with role plays - sharing of experience and simulation
- Course description: resumption of the level 1 to 3 insurance accreditation program allowing you to be an insurance broker, middle office manager
- Educational objective of the course: To master the vast environment of insurance (actuarial science - life - inheritance - retirement and social coverage - contract law)
- Teaching method: Lecture given with experience sharing
- Course description: Professional English related to business
- Educational objective of the course: Know the different terms and business operations as well as product characteristics in English
- Teaching method: Lecture - interviews in English
- Course description: Funding legislation - rights and duties - loan arrangement - commitments by signature - different types of loans - concept of scoring - stages of the loan - indebtedness and over-indebtedness
- Educational objective of the course: To master the credit environment in order to have a global vision of the client's profile and of their borrowing abilities and to be a sharp point of contact with bankers / decision-makers
- Teaching method: Lecture - sharing of experience - case study - analysis of customer data in order to have a global vision of it
- Course description: Manager's missions and postures - conflict management - positive communication - NLP
- Educational objective of the course: Master the duties of the Manager, ability to adapt to each situation, recognize social styles
- Teaching method: Lecture with role plays - sharing of experience and simulation
- Course description: Exhaustive discovery of products and their characteristics - possible options - validation of DIC / DIFI
- Educational objective of the course: Understand the financial impacts of all products in order to offer the right fit to the customer profile
- Teaching method: Lecture - group reflection - search for impacts according to the scenarios
- Description of the course: Face-to-face exposure of the different wealth profiles and, if applicable, of the SC and existing financial solutions.
- Educational objective of the course: To be able to respond to heritage issues through an adapted strategy - suitability of customer profile / products
- Teaching method: Sharing experience - Case study
- Course description: Learning soft skills through the project approach
- Educational objective of the course: To master public speaking, leadership and time management
- Teaching method: Start up project
Skills
- Define a client's wealth strategy
- Carry out regulatory and technical monitoring in Wealth Management
- Manage and improve the performance of a team of wealth management advisers
- Define an investment strategy on the financial markets
- Drive the client’s insurance strategy
Teaching Method
The ESLSCA method is based on three pillars:
- Theoretical academic knowledge
- Experiential through the application of lessons in the form of business cases, business games but also Open Innovation challenges and concrete projects / missions promoting the spirit of innovation and entrepreneurship and collective intelligence
- Validation via internships and work-study programs, sharing in the form of conferences, masterclasses and exchanges with alumni, etc.
In addition, the Eslsca learning method enhances the profile of the "Augmented Manager 4.0"; this must reconcile hard skills, soft skills, digital skills and business skills in order to adapt to the reality of the labor market and ensure maximum employability.
MBA
- M1 validated or in the process of being validated, ideally in Banking-Finance
- Bac +3 with at least 2 years of experience in the banking and / or wealth management environment.
- Open to business executives
- Selection all year round
- CV + Questionnaire followed by a motivational interview
Career perspectives
MBA Wealth Management students can apply for the following professions:
- Independent wealth management advice
- Patrimonial engineer
- Commercial engineer real estate sales report
- Banking clientele advisor
- Financial Advisor
- Manager of a middle office
- Insurance inspector
- Family office
- and many others...
- 8000 M²
This is the size of the new ESLSCA Business School campus. A new space in the heart of Paris in the 19th arrondissement.
Take advantage of high-tech equipped rooms, a large cafeteria, numerous rest rooms, etc.
- 17 specialized training
Which prepares you for the jobs of tomorrow in finance, marketing, international and many others
- 15 000
Alumni around the world who proudly wear the school colors. A valuable network which is a real asset for our students who can ask them for advice and benefit from their experiences
- 5 000
This is the number of jobs offered to students for internships or work-study programs. Our teams put in place many means to help our students find what suits them: coaching session, recruitment forums, Career center etc.
What our students think
- Intissar Wahid MBA Logistics and Supply Chain Management
"I chose the ESLSCA because of the richness of the program and the quality of the speakers."
- Romain Dei Tos Financial Markets
"The Trading division brought me a market culture and field experience from experts in the sector ..."
- Arti Patel MBA Digital Marketing
Discover the MBA Digital Marketing
"The school offers real opportunities and prospects for advancement in the professional world."