Master in Wealth Management

MASTER IN WEALTH MANAGEMENT - CONTINUING EDUCATION

 

Equip yourself with all the necessary technical knowledge and become a Wealth Management Advisor!

 

The Institute of Credit and Wealth Management aims to provide you with professional training taught by wealth management professionals

 

WHY CHOOSE THIS TRAINING ?

The wealth management consultant accompanies and advises his clients on the globality of their wealth, he must therefore have a solid knowledge in taxation, finance, real estate, law and providence. The wealth management consultant must also be aware of the various legal and economic constraints. In this sense, he has to follow the evolution of the markets, the regulations and the different parameters which could have an incidence on his recommendation.

 

The ICGP is a training institute supervised by professionals who will share with you their many years of experience in the profession

 

THE PROGRAM

The ICGP wishes to teach you all the theoretical and practical knowledge necessary to the exercise of your future profession.

The Master aims to bring you indispensable global knowledge such as :

  • International taxation
  • The taxation of the individual
  • Matrimonial regimes
  • Optimization of the transmission of assets

While focusing on complex and technical subjects such as article 150 O-B Ter or the Dutreil Pact!

Individual taxation, corporate taxation, become an expert thanks to the Master in Wealth Management!

 

COMPETENCES

  • Know how to elaborate an asset strategy
  • Know how to identify a client's needs
  • Know how to propose investment solutions adapted to a client
  • Know how to develop your own clientele

 

AND AFTER ?

This training will give you all the necessary skills to exercise many professions such as :

  • Wealth management consultant
  • Asset management engineer
  • Investment advisor
  • Private client advisor

 

REQUIRED LEVEL 

Validated BAC + 3 and/or significant experience

 

PROFESSIONAL ACCREDITATIONS

  • T card: real estate transaction card
  • CIF status: financial investment advisor
  • IAS status: insurance intermediary
  • IOBSP status: intermediary in banking and payment services
  • CIP status: participative investment advisor
  • CJA status: appropriate legal competence

 

All the proposed training courses are compatible with the personal training account (CPF) and the OPCO, contact us!

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32, rue d’Alsace Lorraine 31000 Toulouse

36, rue du Faubourg Saint-Honoré 75008 Paris

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Phone : +(33) 7 49 104 187 - contact@wealth-A7.com