MBA Wealth Management

Name

Surname

Man

Woman

Province

Postcode

Phone number

ESLSCA S.A., Ecole de Commerce privée française, accorde une grande importance à la protection de vos données à caractère personnel.

Par suite, ESLSCA S.A. vous informe qu’elle traitera vos données à caractère personnel en vue de vous contacter et vous informer du programme choisi lors des deux prochaines rentrées. Après cette période-là où dès que les informations demandées vous seront fournies, vos données seront supprimées.

Conformément à la loi Informatique et Libertés du 6 janvier 1978 modifiée et au Règlement (UE) 2016/679 relatif à la protection des données à caractère personnel, vous disposez des droits suivants sur vos données: droit d’accès, droit de rectification, droit à l’effacement (droit à l’oubli), droit d’opposition, droit à la limitation du traitement, droit à la portabilité. Vous pouvez également définir des directives relatives à la conservation, à l'effacement et à la communication de vos données à caractère personnel après votre décès. En cas de manquement aux dispositions ci-dessus, vous avez le droit d’introduire une réclamation auprès de la CNIL.

Pour exercer vos droits, merci d’adresser votre courrier RAR à l’adresse suivante DPO Planeta Formation France, 70, Galerie des Damiers, 92415 Courbevoie ou à l’adresse électronique suivante [email protected]. Merci de joindre la copie ou le scan d’une pièce d’identité.

Request info

Language

French

Start date

October

Format

Initial or continuous training

Admission Level

4-year Undergraduate degree or Higher

Price

12500€

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.

Laurent Foulioux

- Program's Director

" Dear student,

The world of wealth management has changed a lot in recent years. Previously intended for wealthy clients and advised by private bankers at the end of their careers or family offices or even independent wealth management advice, it is becoming more democratic with today a target clientele that is admittedly premium but much more accessible, younger , better informed.

In fact, when entering the market, the student will have to have acquired and mastered knowledge in a wide variety of fields.

Having spent my entire career in the banking world, in the field of real estate financing and then as the manager of a brokerage structure for life insurance products managing more than 1.5 M €, I am able to offer a program to acquire the technical skills necessary for this profession but also behavioral skills, as the relationship with customers requires a strong human dimension. "

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

Module 1: Compliance

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.

Module 2: Financial products and banks on a daily basis

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.

Module 3: Physical or paper real estate

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.

Module 4: Life insurance and insurance products

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

Module 5: Taxation and updating the last finance law

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

Module 6: Market finance

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

Module 7: Family law

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

Module 8: Customer relationship management

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

Module 9: Insurance environment / Fintech / AssurtechI

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

Module 10: Business English

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

Module 11: Financing techniques

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

Module 12: Management fundamentals

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

Module 13: Product mechanisms

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

Module 14: Heritage strategy

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

Module 15: Soft Skills

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.

Requirements

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