What is an MSc in Wealth Management?
The MSc in Wealth Management prepares students for careers in wealth consulting, property investment and asset management. It is RNCP level 7 certified by the Ministry of Employment. The first year lays the foundations in financial products, taxation and wealth management law, while the second year refines expertise in wealth engineering and investment strategies. This specialised course trains advisers capable of providing support to individuals and company directors, using teaching methods rooted in professional practice.
Professional certification
Level 7 (EU) professional certification in Asset Management, NSF code 313, awarded by INSEEC MSc, registered under number 41121 on the RNCP (Répertoire National des Certifications Professionnelles) by decision of the Director General of France Compétences.
Objectives and skills
The aim of the Wealth Management MSc is to train advisers capable of analysing, structuring and optimising the financial and property assets of private individuals and company directors.
The programme develops the following key skills:
- Leading a strategic and regulatory watch applied to asset management and developing business expertise.
- Devising an asset strategy.
- Managing asset engineering.
- Manage teams and optimise sales performance to support asset management.
The courses
The courses presented below are given as examples and may vary depending on the teaching campus. The course content changes each year to take account of tax reforms, new wealth management solutions and regulatory developments.
The pace of courses may differ from campus to campus and depending on whether the course is being run under a work placement agreement (initial) or a professionalization/apprenticeship contract (continuing).
The work-study contract must be signed for a period of 12 months (MSc 2) or 24 months (MSc1 + MSc 2).
1ʳᵉ year – Cross-disciplinary and foundation courses
60 ECTS credits – 441 h
The first year of INSEEC’s Wealth Management MSc offers a comprehensive course combining business expertise and cross-disciplinary skills to lay the foundations for wealth management advice and customer relations.
- Budget management & dashboards
- Corporate strategy & business plan
- Business English
- Software and decision-support tools
- Business game
- Professional tools and methods
- Negotiations
1ʳᵉ year – Specialised courses
Specialised courses develop fundamental technical knowledge of financial products, taxation and analytical tools, essential skills for advising and supporting clients in their wealth management decisions.
- E AMF
- Overview of banking and insurance products
- Overview of real estate products
- Life insurance techniques
- Taxation of individuals, assets and investments
- Financial analysis
- TechAway first steps & algorythm
- Modelling & financial markets
- Company law
- Overview of financial products
- Bloomberg certification
- Financial mathematics
2ᵉ year
60 ECTS credits – 441 h
In the second year, INSEEC’s MSc in Wealth Management deepens expertise in wealth engineering and investment strategies to train operational advisers capable of supporting a demanding private clientele.
Property and asset strategies
- Company law
- Inheritance law & inheritance
- Family law
- Legal structuring of real estate products
Optimising asset management
- Personal and investment taxation
- Financial simulation
- Retirement & pensions strategy
- Diagnosis and approach to customer assets
- Optimising debt & loan insurance contracts
Asset Management
- Financial markets
- International taxation & wealth management
- Life insurance and capitalisation contracts
- Wealth engineering and asset transfer
- Asset manager for company directors
- Asset management & collective investment
Business development & team management
- TechAway Data Processing & GenAI
- Business development & team management
- AMF & compliance
- Applied research dissertation
- Professional tools and methods
Assessment procedures
The two years of the programme combine the acquisition of theoretical skills with practical work experience, in both initial and sandwich courses.
Course validation
- Validation of 60 ECTS credits per year of training.
- The MSc is obtained by successive validation of the two years, i.e. a total of 120 ECTS credits.
- Certification awarded by capitalisation of all the skill blocks.
- Full validation of each block required with a minimum mark of 10/20 for each skill.
- Partial validation of blocks is not permitted.
Conditions for obtaining certification
- Validation of four blocks of cross-disciplinary skills common to all courses.
- A minimum period of 132 days in a company during the second year (MSc 2) for initial training students.
Assessment procedures
Throughout the course, your progress is regularly assessed by :
- Continuous assessment and final exams organised face-to-face.
- Individual and/or team case studies.
- Individual and/or group oral presentations.
- Individual and/or group written assignments.
- Professional simulations and work placements.
- An applied research dissertation on a finance, banking or insurance issue, defended before a professional and academic jury (in the second year).
Is this diploma recognised by the State?
Yes, it is an official certification from the Ministry of Labour. Qualiopi guarantees the quality of INSEEC and its training courses.
- A demanding quality label appreciated by companies
Our campus
Everywhere in France
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Discover a brand new campus in the heart of Marseille, an energetic Mediterranean city full of contrasts.
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Study on a bright, modern campus close to the centre and Toulouse’s dynamic economy.
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Testimonials
Our students are satisfied
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After graduating with an MSc in Marketing, Communication & Brand Strategy from INSEEC Bordeaux, I created CLOE, a platform that facilitates access to student housing. Thanks to the La FabriK For Good incubator, I benefited from tailored support and a network of experts to develop a project with social impact, serving student life and inclusion.
Said LasmakCEO & CofounderCloé
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After completing my MSc at INSEEC, I started at Bosch as a Strategic Marketing Analyst, before joining Oracle as an EMEA Business Development Consultant. The skills I acquired at INSEEC enabled me to build this international career path, which led me to my current position at Google.
Nabil AbdelhalimIndustry ManagerGoogle
Key figures for class 2024
For RNCP qualification no. 41121
“Asset manager
Rate of presentation for certification
National pass rate
Overall integration rate
Hot satisfaction rate
Rates updated on 16/10/2025
Professional experience
Internships
In the Wealth Management MSc, work placements (or sandwich courses) give you the opportunity to apply your knowledge, develop your expertise in wealth management consultancy and build up a client portfolio.
INSEEC supports you
Personalized support throughout the year in your search for a work-study program in Wealth Management.
Job Dating
Monthly meetings with private banks, wealth management firms, and partner real estate companies.
Corporate and Alumni Relations Department
A network of 10,000 partner companies and 115,000 alumni to facilitate your professional integration.
Coaching Workshop
Weekly group and individual workshops: CV, cover letter, professional attitude, interviews, self-confidence, stress management, LinkedIn, etc.
Match’Up
A unique platform offering work-study programs and internships in partnership with INSEEC’s corporate partners.
Networking
Monthly conferences and webinars with heritage professionals to develop your network and professional expertise.
Business
What are the career opportunities after an MSc in Wealth Management?
After completing the MSc in Wealth Management at INSEEC, you will have a wide range of opportunities in private banks, wealth management consultancies and asset management companies.
Application
What are the entry requirements for the Wealth Management MSc?
Admission to 1st year
- Accessible to holders of a minimum of 3 years’ higher education in the fields of finance, banking, business management, economics, mathematics or law: university degree, professional degree, Bachelor’s degree from a business school or BUT.
- Apply using the online application form.
Admission to 2nd year
- Open to holders of a validated Bac +4 in the fields of finance, banking, economics, mathematics or law, with experience in Wealth Management: university Master 1, 1ʳᵉ year of Master’s in a business school or equivalent. Application via the online form.
Your application
- Submitting your application
- Admission test
- Eligibility results
Tuition fees
What are the tuition fees for the Wealth Management MSc?
Tuition fees for the INSEEC MSc vary from year to year. Several sources of finance are available to help you.
- 3rd year undergraduate
- 1st year 1 year12 290€
- 2nd year 1 year13 990€
- MSc’s Degree
Financial aid
INSEEC offers a number of financial aid schemes:
Alternating work placements or work-study contracts
Banking partnerships and their advantages
- 3rd year undergraduate
- 1st year 1 year11 850€
- 2nd year 1 year23 850€
- MSc’s degree
Financial aid
INSEEC offers a number of financial aid schemes:
Alternating work placements or work-study contracts
Banking partnerships and their advantages
- 3rd year undergraduate
- 1st year 1 year12 290€
- 2nd year 1 year13 990€
- MSc’s degree
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FAQ
Everything you need to know about the MSc in Wealth Management
The essential answers about the Wealth Management MSc. To find out more about your project, our teams are available to discuss it with you.
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Still not sure? Meet our teams to help you make the right choice!
How long does the MSc in Wealth Management at INSEEC last?
The duration depends on your entry level. For graduates with 3 years’ higher education, the course lasts two years (MSc 1 + MSc 2), with a total of 441 hours per year. For holders of a Bac +4 with experience in Wealth Management, the course lasts one year, with direct entry into the second year of the programme.
What support services are available for students?
The Corporate Relations & Alumni Department (SREA) helps students find employment:
- Monthly job dating with private banks and wealth management firms;
- Match’Up platform with digital CV library ;
- coaching workshops (CV, interview, sales pitch) ;
- Career conferences with professionals from the sector;
- access to a network of 115,000 alumni.
Is the INSEEC Wealth Management MSc recognised by the State?
Yes, the MSc delivers a level 7 RNCP “Wealth Manager” qualification recognised by the Ministry of Employment. This certification guarantees the quality of the training provided by this business school and facilitates the professional integration of graduates in the wealth management sector.
What softskills are developed following an MSc in Wealth Management?
The MSc develops essential soft skills such as :
- active listening and customer empathy ;
- the ability to explain complex financial concepts in layman’s terms;
- a sense of confidentiality and professional ethics;
- etc.
These are the sales and interpersonal skills needed to build up and retain a portfolio of wealth management customers.
Are there any internship or work-study opportunities during the Wealth Management MSc?
Yes, the MSc can be taken as a sandwich course. Work experience is compulsory, with a minimum period of 132 days in the second year. This immersion enables students to apply their knowledge of wealth management consulting, develop their professional network and build up an initial client base.
Which partner companies recruit students from this programme?
INSEEC works with a network of 10,000 partner companies:
- private banks ;
- family offices ;
- independent asset management firms ;
- insurance companies ;
- asset management companies ;
- banking groups ;
- real estate finance brokerage firms.
These structures regularly recruit work-study students and trainees.
Which languages are used for courses and exams?
The Wealth Management MSc is taught in French. The programme includes Business English courses to enable advisers to work with an international clientele and to master English-language financial terminology, a skill that is highly valued in private banks and family offices.
What professional certification can be obtained during the course?
Students prepare for and take the AMF (Autorité des Marchés Financiers) certification as part of the programme. This recognised professional certification is compulsory for certain positions in banking and asset management. It attests to mastery of financial instruments, market organisation and compliance rules.
What specialisation in real estate is offered in this MSc?
The programme develops in-depth expertise in property investment: legal structuring of property products, optimisation of debt, collective investment vehicles (SCPIs, OPCIs, SIICs), tax exemption schemes, management of company directors’ property assets and strategies for transferring property assets within an overall wealth management framework.
How do you prepare to become a wealth consultant?
The course combines theory and practice: technical courses in tax, law and finance, simulated client interviews, real-life wealth management case studies, use of professional financial simulation software and preparation for AMF and Bloomberg certifications. Students learn how to carry out a full wealth analysis and make personalised recommendations, so that they can then apply for the best jobs.
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