Program Overview

Executive Master Gestion et Allocation d'Actifs Patrimoniaux

The Executive Master Gestion et Allocation d'Actifs Patrimoniaux is a diploma of excellence, structured in 3 certificates, designed to train professionals in asset allocation for the future.

Presentation of the Diploma

The advisors in wealth management and private bankers are currently facing a triple major challenge:

• The need to develop their skills in the specific field of asset allocation.
• Increased transparency of fees and the persistent low interest rates complicate the role of the allocator and investment advisor.
• Recent regulatory developments require ever finer expertise in the choice of supports and the implementation of asset allocation strategies.

In response to these challenges, Dauphine Executive Education and JurisCampus, a recognized player in the wealth management world, have created an Executive Master dedicated to financial issues. This program meets the growing needs in terms of asset allocation, real estate investment, and fund selection.

Practical Modalities

The courses of the Executive Master Gestion et Allocation d'Actifs Patrimoniaux are organized to allow participants to continue a full-time professional activity and pursue their professional commitments.

• Duration: 30 days over 11 months
• Period: From September to June
• Start date: September 2026
• Application deadline: Consult the admission page
• Pace: 1 session of 3 consecutive days per month
• Net fee: 12,000
• Location(s): 30 days at Tour Europlaza, La Défense, and 70 hours of e-learning
• Diploma or certificate awarded: University Diploma (DU) of level Bac+5 validated by the board of directors of the University Paris Dauphine-PSL. RNCP level 7 "Expert in optimization and transmission of wealth" diploma of equivalent level Bac+5 awarded by JurisCampus.

Financing

The Executive Master Gestion & Allocation d'Actifs Patrimoniaux is eligible for the CPF and other coverage devices (OPCO, Agefice, FIFPL, etc.).

Objectives of the Executive Master

The increase in competence and expertise in this segment assumes the acquisition of techniques and methodologies that allow for a good understanding of:

• The specific behavior of asset classes taken individually.
• The interaction between these assets and the principles and techniques that make it possible to combine them effectively.
• At the macroeconomic level, the impact of the economic and financial situation on asset allocation recommendations.
• At the individual level, that of the client, the role played by their own characteristics in an adapted choice of allocation.
• The nature of regulatory and tax influence on optimal asset allocation strategies.

Modular Program

The training consists of three certificates: "Economy & Finance for Wealth Asset Allocation", "Allocation & Real Estate Finance", and "Asset Allocation & Fund Selection Techniques". It is possible to follow each certificate independently.

Certificates

• Certificate: Economy & Finance for Wealth Asset Allocation
• Certificate: Allocation & Real Estate Finance
• Certificate: Asset Allocation & Fund Selection Techniques

Partners

Dauphine Executive Education and JurisCampus are partners in this Executive Master program.

Focus On

• Webinar: "Asset Allocation Post-Crisis: What Challenges?"
• Finance: "From Central Bank Bailouts to Growth Prospects"
• Expert Insight: "30% Abatement Reserved for Direct Owners"