Program Overview

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Introduction to the Certificate in Wealth Management and High-end Clientele

The Certificate in Wealth Management and High-end Clients is a professional development program designed to equip students with the expertise needed to manage high-end client portfolios and provide comprehensive wealth management services.

Presentation of the Formation

This program is tailored to help students understand the role of a wealth management advisor, from creating their own practice to retaining a high-end client base. The curriculum includes:

• Heritage engineering
• Financial engineering
• Human and digital dimension of wealth management
• Immersion in the art market and the world of philanthropy
• Case studies

Practical Modalities

The program is structured to allow participants to continue their full-time professional activities while pursuing their studies. Key details include:

• Duration: 10 days / 91 hours over 3 months
• Start Date: Friday, April 3, 2026
• End Date: Friday, June 26, 2026
• Deadline app: Tuesday, March 10, 2026
• Schedule: Courses are held in-person three days a week (Wednesday, Thursday, Friday) from 9 am to 5 pm every three weeks, and remotely via Teams on Thursdays (between in-person sessions) from 5 pm to 8:30 pm.
• Fee: €4,900 (excluding taxes)
• Location: Europlaza Tower (La Défense)

Financing

The Certificate in Wealth Management and High-end Clientele corresponds to the third block of the Master Wealth Management, which is eligible for the CPF (Personal Training Account).

Objectives of the Certificate

The primary objectives of this program are to:

• Understand the regulations governing wealth management advisory activities and set up a wealth management practice
• Develop new high-end clients and expand the portfolio
• Interpret the wealth management needs of a relatively affluent clientele
• Design innovative solutions for managing high-end client wealth

Program Details

The program covers a range of topics, including:

• Understand family legal relationships
• Know the regulations for wealth management consulting activities and the regulatory obligations of the CGP
• Understand the legal issues and propose an adapted strategy (heritage engineering): case study
• Manage assets responsibly and sustainably
• Setting up your wealth management firm: meeting with a CGP
• Digitize customer relations
• Invest in the art market
• Carry out philanthropic actions

Evaluation Modalities

At the end of the program, students will participate in an examination session in the form of table tests (1.5 days of tests). The validation of the certificate is conditional on obtaining an overall average of 10/20.

Admission Procedure

The Certificate in Wealth Management and High-end Clientele is a continuing education program aimed at professionals (including those in activity).

Prerequisites

The program is open to anyone with a Bac + 4 degree in law, finance, management, or economics and at least 2 years of professional experience, except in special cases. Files that do not meet the required level or professional experience will be reviewed by a pedagogical commission before being examined by the jury if they are pre-selected.

Application

1. On File:
   • Pieces to attach: CV, cover letter, photocopy of diplomas obtained.
2. On Interview: Selected candidates will be invited for an interview.

Financing Options

Several financing options are available depending on the individual's situation. It is essential to consider the deadlines for these options to anticipate the application.

• Individual and/or by the company: 3 weeks before the start of the training
• CPF mobilization: 16 working days before the start of the training
• Transitions Pro (ex-Fongécif transition) for professionals in retraining: 74 days for CDD and 104 days for CDI

Delays can be extended by one month during the summer vacation period for processing by the funding organizations. In the case of mixed financing, refer to the application deadline for the longest financing device. After these deadlines, it is advisable to contact the program administrators to determine if it is still possible to submit an application.