Executive Specialized Master in Private Banking

Course modules

Due to the interdisciplinary nature of the field, the course incorporates material from the fields of finance, law and taxation in order to present a diverse range of financial planning and private banking products:

• Private investment environment
• Investment taxation 
• Holding practices for real estate and other assets  
• International taxation
• Asset management for family businesses 
• Strategic wealth assessment and management 
• Stock market portfolio investment management….

Modules

Introduction to Private banking and financial planning/ Introduction to Wealth Management:

• Private banking/estate and wealth management environment
• Family Law
• Individual and wealth taxes

International Private banking and financial planning/International Aspects of Wealth Management:

• International financial planning
• International taxation
• International Inheritance law

Managing Private Wealth:

• Wealth strategy in France
• Tax Optimisation Strategies
• Real Estate Law
• Inheritance Law
• Life insurance
• Investment products linked to life insurance

Managing Business-Investment Wealth:

• Managing investments in a family business
• Tax and legal strategies
• Taxation and family businesses
• Pensions and Salary Saving schemes

Cases on specific issues:

• Tax inspection
• Works of Art and Estate Planning
• Case studies

Consulting and Marketing:

• Client relationship management
• Wealth management advice
• Wealth management softwares
• Ethics, compliance & regulatory

Introduction to Finance:

• Quantitative methods
• Financial markets
• Macro/International economics
• Insurance industry

Portfolio Assets Management:

• Portfolio management
• Technical Analysis & Portfolio game
• Asset allocation

Advanced Finance:

• Alternative Investments
• Structured products
• Banking loans
• Real Estate Investment Model (Robien Law)