RNCP qualification
RNCP – Wealth Manager
Summary
What is the RNCP Wealth Management professional qualification?
Level 7 (EU) ” Asset Manager ” professional certification, NSF code 313, awarded by INSEEC MSc (INSEEC EXECUTIVE EDUCATION, CEE-SO, CEE-RA, CEFAS, MBA INSTITUTE, ADEFI FORMATION, CEE-M, CEE-OUEST), registered under number 41121 in the RNCP (Répertoire National des Certifications Professionnelles) by decision of the Director General of France Compétences on 18 July 2025.
Certification is awarded by capitalising on all the blocks of skills. Each skill in a block must be confirmed in order to obtain the block of skills. Partial validation of a block is not possible.
What is an RNCP qualification?
An RNCP qualification is a recognised professional certification registered in the Répertoire National, created and validated by the State, which attests to the skills required to practise a profession.
- Certification required by companies
Skills
Blocks of skills
In response to the needs of companies identified on the market, the training offered by INSEEC prepares students for the following skill sets:
- Steering a strategic and regulatory watch applied to asset management and developing business expertise
- Devising an asset strategy
- Managing asset engineering
- Managing teams and optimising sales performance to support asset management
Click here for a list of all the skills covered by the directory.
Description of the methods for acquiring certification by capitalisation of blocks of skills and/or by correspondence
Certification is obtained by :
- Validation of four blocks of skills common to all courses (a mark of 10/20 or higher in each block of skills)
- A minimum of 132 days in a company during the second year of the course (MSc 2)
RNCP Requirements
What are the requirements
for this title?
The conditions for access to the certification scheme (excluding VAE) are :
- For entry into4th year (MSc1): Hold a level 6 or equivalent (i.e. 180 ECTS validated) acquired in a course equivalent to the field concerned
- For entry into the 5th year (MSc2): Hold a level 6 qualification and have validated the equivalent of 240 ECTS acquired in a course equivalent to the field concerned
Goals of the RNCP
What are the goals
of this title?
The job of Wealth Manager involves helping private individuals and company directors to manage their assets as a whole. They analyse their clients’ financial situation, define their objectives and propose investment solutions tailored to their needs.
As a true architect of his clients’ financial future, he constantly monitors standards and financial arrangements, identifies new market opportunities and explores emerging investment trends by keeping a close eye on economic and tax news, such as the Pinel scheme and the PER retirement savings plan. His role is to fulfil his obligations to provide information, advice and diligence to his clients. Asset managers must hold a licence issued by the Autorité des Marchés Financiers (AMF).
Customer relations are at the heart of the business, because customers entrust their assets with a degree of apprehension, seeking to secure their future or diversify their investments. They must therefore be multi-disciplinary experts, particularly in financial investment, taxation and tax optimisation, capable of proposing comprehensive, personalised and secure solutions. They have to be good listeners and empathetic, and tailor their advice to the specific needs of each customer. He reassures his clients, gives them levers to optimise their assets and manages the financial aspects that they do not wish to or do not know how to manage.
They have to deal with a constantly changing environment, marked by regulatory, technological, environmental and societal changes. As a result, they need to be able to adapt quickly and keep up to date with economic and tax changes, as well as the arrival of new products. In a competitive market with a fairly standardised range of products and services, providing sound, specialist legal and tax advice will help build a relationship of trust and make all the difference in providing solutions that are in line with and adapted to the needs of customers in a rapidly changing environment.
In response to business needs
The certification aims to respond to changes in the property and asset management sector, with the following determining factors: mastery of the regulatory and ethical environment as part of the increasing constraints imposed on companies; enhanced management, data analysis and reporting skills with a view to optimising company performance; enhanced technical and managerial skills in a context where property and asset management professionals are faced with a varied and better-informed clientele and are required to market products that are often complex; so-called niche technical skills that are in demand on the job market: mastery of risks, financial and property products, and increased regulation.
Business
What jobs can you do with this RNCP qualification?
The following is a non-exhaustive list of the different occupations in which holders of the certificate can work:
Our training courses
Find out about all the courses linked to this RNCP qualification
MSc Wealth Management & Real Estate Markets
RNCP level 7 certified by the Ministry of Employment
Admission Bac+3/+4