The Wealth Management Sector trains professionals in the capacity to analyze their clients’ assets and advise them in the areas of asset diversification, tax optimization, and the organization of family assets in order to facilitate it. its transmission. The PPA Business school graduate will be able to understand all the financial, legal and tax aspects of his clients, which will allow him to establish himself as a trusted and privileged interlocutor.
At the end of his training, the PPA Business school graduate will be able to: • Develop a client’s financial and asset balance sheet • Design a financial and asset strategy on behalf of a client • Develop the commercial activity of a banking and/or asset management establishment • Coordinate a wealth management service and manage a team
Course Modules
Private management tools
Brokerage and business risk
Heritage taxation
Financial products and collective management
Advice and negotiation
Financial products and collective management
Summary of Entry Requirements
A bachelor’s degree qualification in any subject from a recognised institution.
A professional qualification equivalent to a degree and a minimum of two years of working experience.
Mature and high potential candidates without degree or equivalent qualifications but hold Diplomas or Advanced Diplomas with more than six years of work experience of which at least two years are at supervisory – managerial level.
Mature and high potential candidates without Diploma qualifications but with more than 8 years of work experience of which at least 3 years are at supervisory – managerial levels.
Demonstrate English Language proficiency in order to participate in the programme taught in English.