Professional Certificate in Wealth Management & Estate Planning
Structure, Grow, Transfer
A professional certificate for wealth managers, private bankers, family offices, financial advisors, accountants, tax specialists and lawyers seeking to master advanced strategies for structuring, protecting, growing and transferring private and entrepreneurial wealth.
Programme Overview
The Professional Certificate in Wealth Management & Estate Planning covers global wealth planning, international tax engineering, financial and real estate investment, alternative assets, family governance, and the emerging uses of artificial intelligence in wealth advisory. Delivered 100% online, in French and English, over 3 months, it offers full flexibility while remaining directly applicable to the contemporary challenges of wealth management, equipping participants to support wealthy families, business leaders and investors in creating, preserving and sustainably transferring their wealth.
Format & Cohorts
Cohort Calendar
Curriculum
01Wealth Strategy & Management
- Building global wealth management strategies
- Strategic asset allocation and diversification
- Family Office governance
- Wealth preservation and protection
02International Taxation & Estate Planning
- International tax optimisation
- Trusts, holdings and wealth structures
- Advanced estate planning techniques
- International mobility of wealth
03Alternative Investments & Portfolio Diversification
- Private equity & capital investment
- Real estate investment and tangible assets
- Alternative investments (art, collectibles, infrastructure)
- Responsible investment (ESG) and portfolio diversification
04Family Governance & Legacy Planning
- Drafting family charters
- Family business governance
- Preventing and resolving wealth disputes
- Philanthropy, legacy and intergenerational transfer
05AI, PropTech & Intelligent Wealth Management
- AI applied to portfolio management
- Machine learning for wealth risk analysis
- AI-personalised wealth advisory
- Governance, compliance and AI regulation in private banking
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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