Bachelor's Degree in Wealth Management
You enjoy understanding financial mechanisms and have a flair for sales and interpersonal skills. You will acquire the financial, technical and interpersonal skills needed to succeed in the bancassurance sector or in a wealth management firm. You will learn how to manage a portfolio of clients, develop your own client base and manage your own business.
Presentation and educational objectives
The Bachelor in Management degree from IPAG Business School offers a specialisation in wealth management in the third year at the Nice campus. This intensive, professional training programme enables you to acquire the skills you need to succeed in the banking and insurance sector. It offers complete immersion in the business world with up to 12 months of professional experience during your studies. The specialisation in wealth management is aimed at students who want to understand financial mechanisms and who have a commercial flair and strong interpersonal skills.
This training course has multiple objectives:
- Perform a wealth assessment for an individual or a professional
- Define wealth and investment strategies based on the profile of an individual and/or a professional
- Implement your clients' wealth and investment strategies while managing their portfolios as a wealth engineering expert
- Monitor regulatory and tax developments
Prerequisites and admission requirements
Admission to this programme is available at different levels:
First year:
- Holders of a French baccalaureate: application via Parcoursup + interview;
- Holders of a foreign qualification: application + interview.
In the 2nd year:
- Validation of 60 ECTS credits or international equivalent;
- Application + 30-minute interview in French and English.
In the 3rd year:
- Validation of 120 ECTS credits or international equivalent;
- Application + 30-minute interview in French and English.
Tuition fees for entry into the 1st, 2nd and 3rd years are:
- €8,500 per year for cash payments;
- €8,900 per year for instalment payments.
Skills block
The Bachelor's Degree in Wealth Management at IPAG Business School is structured around a core curriculum during the first two years, enabling students to acquire the fundamentals of management and administration.
The modules of the Bachelor's degree specialisation in Wealth Management include:
- AMF certification
- Wealth management
- Wealth taxation & international taxation
- Business taxation and wealth law
- Investment & Markets
- Real estate and financial markets
These modules correspond to the skills listed in RNCP 37968, recognised by France Compétences:
- Mastering management knowledge and fundamentals as well as specific job requirements
- Assessing and steering strategy performance
- Managing a team effectively and responsibly
- Developing a communication strategy
The advantages of the Bachelor's Degree in Wealth Management at IPAG Business School
A three-year programme to gradually build managerial skills. The first two years provide students with the essential basics of management, while the third year is dedicated to specialisation. Throughout the programme, students reflect on their personal and professional goals. Courses in methodology and project management help them develop effective working methods.
Personalisation of the learning path Unfold all Fold all
Three training formats offered in the third year:
- The courses are offered as full-time and part-time programmes
- Selection of elective courses in the second year and choice of a specialisation in the third year
- Individualised support, both personal and professional, within a school on a human scale
Professionalisation at the heart of the programme Unfold all Fold all
An internship is scheduled each year, lasting from 8 weeks to 6 months, with the possibility of a work-study programme in the third year.
Students obtain professional certifications specific to their specialisation. Throughout the programme, they benefit from regular meetings with industry experts and school graduates. In addition, most of the specialised courses are taught by professionals from the industry.
A large network of alumni, comprising more than 15,800 members worldwide, is accessible to every student. The IPAG incubator supports entrepreneurial projects, with more than 100 companies supported since 2022.
A holistic view of the manager Unfold all Fold all
- A strong international focus: a semester studying abroad, international collaborative projects (COIL), an international week and courses taught in English
- A real awareness of environmental and societal issues through courses, impactful projects and themed weeks
- Team-building events organised each year, such as business games and an induction weekend
Throughout the programme, community and professional projects promote the development of practical skills and initiative. Success is built together. The projects carried out allow you to put your skills to work for causes that inspire you. Club and society life plays an important role in the student experience.
Some examples of student societies:
Career opportunities and further education
Graduates with a bachelor's degree in Wealth Management can access various strategic positions such as:
- Partner, portfolio or partnership relationship manager
- Insurance customer advisor
- Wealth development advisor
- Wealth manager
You can also continue your studies with a specialised Master's degree in finance, wealth management or consulting to further develop your expertise in this promising field. IPAG Business School also offers a Grand Ecole Programme leading to a Master's degree.
How to enrol in the Bachelor's degree in Wealth Management
In the second year of the Bachelor's degree in Management, an international study period lasting 3 to 5 months is compulsory. There are many destinations on offer, with more being added every year.
Some examples of destination proposals:
The third year is devoted to professional development, with a focus on the fundamentals of management and a specialisation in digital marketing. You can choose between a specialised professional internship lasting 4 to 6 months or a work-study programme with a schedule of 3 weeks in a company/1 week in class.
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