Professional Certificate in Wealth Management & Heritage Planning
Planification Patrimoniale, Protection des Actifs & Transmission Intergénérationnelle
A professional certificate for wealth managers, private bankers, family offices, financial advisers, chartered accountants, tax specialists and legal professionals seeking to master advanced strategies for structuring, protecting, growing and transferring private and entrepreneurial assets.
Programme Overview
The Professional Certificate in Wealth Management & Estate Planning is designed for wealth managers, private bankers, family offices, financial advisers, chartered accountants, tax specialists and legal professionals seeking to master advanced strategies for structuring, protecting, growing and transferring private and entrepreneurial assets. The programme covers holistic estate planning, international tax engineering, financial and real estate investments, alternative assets, family governance, and the emerging applications of artificial intelligence in wealth advisory. Delivered entirely online, in English and French, over a duration of 3 months, the programme offers complete flexibility while ensuring training immediately applicable to contemporary wealth management.
Format & Cohorts
Cohort Calendar
Curriculum
01Wealth Strategy & Asset Management
- Comprehensive wealth management strategies
- Strategic asset allocation and portfolio diversification
- Family Office governance frameworks
- Wealth preservation and asset protection planning
02International Taxation & Succession Planning
- International tax optimisation strategies
- Trusts, holding structures and estate vehicles
- Advanced succession and inheritance planning techniques
- Cross-border asset mobility and tax residency
03Alternative Investments & Portfolio Diversification
- Private equity and venture capital
- Real estate investment and tangible assets
- Alternative assets (art, collectibles, infrastructure)
- Responsible investing (ESG) and portfolio diversification
04Family Governance & Legacy Planning
- Family governance charters and constitutions
- Family business ownership and succession governance
- Prevention and resolution of patrimonial disputes
- Philanthropy, legacy and intergenerational wealth transfer
05AI, FinTech & Smart Wealth Management
- AI-driven portfolio management and financial advisory
- Machine learning for estate risk analysis and scenario modelling
- AI-driven personalisation of wealth advisory services
- AI governance and regulatory implications in wealth management
Professional Dissertation
As a culminating requirement of this programme, each participant completes a Mémoire Professionnel de Fin de Formation, a professional dissertation that bridges academic rigour with real-world strategic application. The memoir is defended before a jury of academic and professional experts.
- Strategic Issue Identification, Define and contextualise a concrete strategic or managerial challenge drawn from your own organisation or sector.
- Literature Review & Conceptual Framework, Anchor your analysis in relevant academic literature and establish the theoretical foundations underpinning your recommendations.
- Analysis & Strategic Recommendations, Conduct a rigorous diagnosis and develop actionable, evidence-based recommendations adapted to your context.
- Defence Before a Jury, Present and defend your findings before a panel of academic faculty and industry professionals at the end of the programme.
Learning Outcomes
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