Executive Specialized Master in Private Banking

Commentaire sur Executive Specialized Master in Private Banking - Présentiel - 11ème - Popincourt - Paris

• Dirigé à
  Eligible applicants must hold a master’s-level academic or professional degree earned in fine arts, architecture, engineering, management, public administration, political science, or any other graduate-level degree. This requirement may be waived for applicants with non-traditional backgrounds and those who demonstrate exceptional qualities and skills. In accordance with standards set by the French Conférence des Grandes Ecoles, such applicants must not exceed 30% of admitted students per year. The following degrees in these fields (engineering, management, medecine, architecture, humanities ....) are required for eligibility: - A "Grande Ecole" degree - A Master's degree - A Post-graduate degree - A Bachelor degree with 3 years of work experience - Other degree equivalent to the above
• Diplôme
  Executive Specialized Master in Private Banking
• Contenu
  
  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)

Autre formation en rapport avec direction gestion bancaire