نظرة عامة على البرنامج

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Introduction to the Economics & Finance Certificate for Asset Allocation

The Economics & Finance Certificate for Asset Allocation is a program designed for professionals in the field of wealth management and private banking. The program is offered by Dauphine Executive Education and JurisCampus, a reference in wealth management training.

Presentation of the Certificate

The Economics & Finance Certificate for Asset Allocation is a response to the growing need for specialized skills in asset allocation. The program aims to provide participants with the necessary expertise to navigate the complex world of wealth management, including the allocation of assets, risk management, and investment strategies.

Objectives of the Certificate

The objectives of the Economic & Finance Certificate for Asset Allocation are:

• Economic analysis for asset allocation:
  • Major contemporary macroeconomic and financial issues
  • Formation of interest rates
  • Economic and financial situation
  • Long-term investor asset allocation
• Finance for asset allocation:
  • Portfolio management framework
  • Evaluation of rate products
  • Evaluation of actions
  • Evaluation of derivative products
  • Performance measurement and attribution

Terms of the Certificate

The Economics & Finance Certificate for Asset Allocation is organized over a period of 3 months, with 1 session of 3 consecutive days per month. The program starts in September 2026, and the deadline for applications is available on the admission page. The tuition fee is €4,900, and the program is held at the Pôle Léonard de Vinci (La Défense).

Financing

The Economics and Finance Certificate for the allocation of heritage assets is eligible for the CPF and other financing schemes (OPCO, Agefice, FIFPL, etc.).

Associated Training

The Economics & Finance Certificate for Asset Allocation can be taken independently or as part of the Executive Master Management & Asset Allocation.

Partner

The program is offered in partnership with JurisCampus, a reference in wealth management training.

Focus On

The program focuses on the latest developments in wealth management, including webinars and conferences on topics such as creation of enterprises and wealth management, art and finance, and international private law.

Domains

The program covers various domains, including:

• Insurance
• Sustainable development, CSR
• Coaching
• Finance
• Asset management & taxation
• Public management
• Health, medico-social and social management
• Marketing & Communication
• Human Resources
• Strategy, Management & Organization
• Risk, control and compliance
• Information systems, data, artificial intelligence -Supply Chain

Training

The program is part of a range of training offered by Dauphine Executive Education, including:

• Master
• Executive Master & University Diplomas -MBA
• Executive Doctorate & Executive PhD
• Certificate
• Training abroad
• Obtain a diploma through VAE or VAP at Paris Dauphine University – PSL
• Financing

Events

The program is accompanied by various events, including webinars, conferences, and information sessions.

Tailor-made intra-company

Dauphine Executive Education also offers customized intra-enterprise training programs, co-constructed with clients to meet their specific needs.