Master's Years 1 & 2 Wealth Management

Discover the different training courses offered by MOMA

Master’s Years 1 & 2 Wealth Management

For the 2026-2027 academic year, the M2 will retain its current format and title, “Wealth Management and Professional Wealth.” Discover the M2 program

The Master’s in Wealth Management provides students with all the knowledge and techniques necessary for wealth management consulting. These include asset and financial product management (stocks, mutual funds, banking and insurance products, life insurance, real estate, etc.), as well as legal and tax management of wealth.

In the first year, particular attention is paid to the commercial aspect: customer interviews and negotiations.

In the second year, the program offers a specialization in business transfer operations, highlighting the link between private and professional wealth.

The M1 and M2 are available as work-study programs and continuing education courses. Obtaining the master’s degree confers CJA accreditation and satisfies the professional requirements for working as an insurance broker, banking and payment services broker, financial investment advisor and crowdfunding advisor. In addition, the master’s degree prepares students for the AMF exam. An exam session is organized each year for our students.

Why choose Montpellier Management?

A wide range of training courses, with around fifty courses ranging from license to doctorate and leading to state diplomas.
Student support systems, including tutoring sessions, tutorials and access to online resources.
Dynamic professional integration thanks to multiple initiatives: expert interventions, internships, work-study programs, ResUM network, etc.
Research of excellence focused on businesses: 90 teacher-researchers, 5 research teams and 11 chairs.
A strong international dimension with more than 65 destinations spread across more than 25 countries.

Duration
Certification
Level
Location

Campus Richter, Montpellier
ECTS credits

300 crédits

Who is this for?

The Master’s in Wealth Management is ideal for people who want to specialize in wealth management, tax system and inheritance, as well as supporting business leaders (executives and/or partners). This program allows students to acquire essential skills in economics, finance, law, asset management, auditing, tax engineering, legal engineering, financial engineering and consulting.

Application requirements

The Master Wealth Management is one of the master’s degrees in the field of Audit, Accounting, Control, Finance. Students can join this program in the first or second year.

The Master 1 is open to students who have completed a bachelor’s degree validated by obtaining 180 ECTS credits (bachelor’s degree in management, law, economics, etc., BUT, or as part of a coherent plan to continue studies, change training…). It is also open to students who have validated their studies, professional experience or personal achievements: access without the required degree, taking into account studies, personal achievements and professional experience, and through validation of higher education completed, particularly abroad. Pre-selection is based on the application file. The final selection is made through an interview.

The Master 2 is open:

to students who hold a Master 1 Wealth Management from Montpellier Management (without application or interview)
to holders of a four-year degree in Wealth Management or equivalent validated by the completion of 240 ECTS credits. Pre-selection is based on the application file, taking into account the applicant’s degrees and academic or professional background. Final selection is made after an interview.

All candidates must be recruited by a wealth management firm, a consulting firm (e.g., certified public accountant), a bank, or an insurer under a work-study contract (12 months) in order to be eligible for admission to the M2.

Foreign students who are not members of the European Union and do not have a French degree must first submit an application to CAMPUS France. Applications will only be reviewed once this formality has been completed.

If you are enrolled in continuing education, please visit this page.

Duration and rythm

The master’s program lasts two years, from M1 to M2. Students can enter the master’s program in the first or second year.

Objectives

The Master’s degree in Wealth Management aims to train wealth management advisors who are able to advise and support business leaders (executives and/or partners) on the management of both their private and professional wealth. In addition to traditional wealth management disciplines, this master’s program emphasizes financial management and law (corporate law, tax law, matrimonial property regimes, inheritance and gifts, social security, etc.).

Program

SEMESTRE 1 (30 ECTS)

UE 1 – Environnement économique et financier

Économie monétaire et financière
Lutte contre la fraude et le blanchiment
Organisation des marchés financiers

UE 2 – Environnement juridique et fiscal

Droit de la famille et des incapacités
Droit des biens et gestion de patrimoine
Fiscalité des particuliers 1

UE 3 – Assurance

Fondamentaux de l’assurance
Assurance-vie 1

UE 4 – Relation client

Négociation-vente
Efficacité et posture lors de l’entretien patrimonial
Anglais financier

UE 5 – Cycle de conférences

Cycle de conférences

SEMESTRE 2 (30 ECTS)

UE 6 – Placements financiers

Marchés financiers et évaluation d’actifs
Gestion de portefeuille et allocations d’actifs

UE 7 – Patrimoine et entreprise

Structure juridique des entreprises et enjeux patrimoniaux
Approche patrimoniale du chef d’entreprise
Approche patrimoniale de la transmission d’entreprise
Aspects juridiques de la protection sociale

UE 8 – Assurance et immobilier

Assurance-vie 2
Assurance-vie 3
Immobilier et gestion patrimoniale

UE 9 – Relation client

Conduite de l’entretien patrimonial
Anglais financier

UE 10 – Cycle de conférences

Cycle de conférences

UE 11 – Mémoire

Mémoire

SEMESTRE 1 (30 ECTS)

UE 1 – Ingénierie financière et fiscale

Finance verte
Produits de placement et allocations d’actifs
Fiscalité des particuliers 2

UE 2 – Ingénierie de la transmission d’entreprise

Diagnostic haut de bilan et prévisions financières
Sécurisation juridique de la transmission d’entreprise
Transmission d’entreprise à titre gratuit
Fiscalité de la cession à titre onéreux

UE 3 – Pratique professionnelle

Conduite de l’entretien patrimonial
Anglais financier

UE 4 – Cycle de conférences

Cycle de conférences

SEMESTRE 2 (30 ECTS)

UE 5 – Ingénierie patrimoniale de l’entreprise

Evaluation d’entreprise
Mise en œuvre d’une opération haut de bilan
Stratégie de détention et de transmission de l’immobilier d’entreprise
Fiscalité des donations et des transmissions d’entreprises familiales

UE 6 – Ingénierie patrimoniale du dirigeant

Stratégie patrimoniale du dirigeant cédant
Rémunération du dirigeant et management package
Accompagnement du cédant d’entreprise
Protection sociale

UE 7 – Pratique professionnelle

Déontologie professionnelle
Finance verte et produits de placement

UE 8 – Cycle de conférences

Cycle de conférences

UE 9 – Mémoire

Mémoire

Access conditions

To apply for a Master 1, go to Mon Master website.

To apply for a Master 2, go to E-Candidat website.

To find out the application periods and access the website, click on the red “Apply” button.

Tuition fees

For students who do not receive scholarships, the registration fees are as follows:

Master’s degree: €254 for the 2025/2026 academic year (this fee includes diploma fees, tuition fees, and university library membership).

For students receiving scholarships who provide proof of conditional notification at the time of registration, no registration fees will be charged. The CROUS will pay the registration fees owed to the institution through the scholarships allocated to the student.

In addition, all students enrolled in initial training at a higher education institution must pay the Student and Campus Contribution (CVEC) before registering. This can be done online at cvec.etudiant.gouv.fr.

Additional informations

Accessibility / Disability

A disability representative is there to welcome you, provide you with information and implement a certain number of arrangements to facilitate your studies and reduce the disability situations you may encounter.

Teaching methods

At Montpellier Management, more than 50 teacher-researchers and 600 external speakers transmit their knowledge to our students, combining academic knowledge and field experience.

Evaluation methods

Student assessment is based on a system of partials and continuous assessment, combining individual and group projects, thus guaranteeing the progressive acquisition of the skills necessary to obtain a state diploma.

Training place

The training takes place at Montpellier Management, Espace Richter, rue Vendémiaire, 34960 Montpellier.