Certificat Professionnel en Gestion de Patrimoine et Ingénierie Patrimoniale
CGPIPcertificate

Certificat Professionnel en Gestion de Patrimoine et Ingénierie Patrimoniale

Planification Patrimoniale, Protection des Actifs & Transmission Intergénérationnelle

An advanced executive certificate for wealth management professionals and family office leaders seeking to master private wealth strategy, intergenerational transfer, and alternative asset management.

3 Months100% OnlineWealth Managers, Private Bankers, Family Office Leaders & HNWIs
3 Months
Duration
100% Online
Format
Wealth Managers, Private Bankers, Family Office Leaders & HNWIs
Target Audience
€1,000
Programme Fee

Programme Overview

The Executive Certificate in Wealth & Heritage Management provides a comprehensive framework for managing complex private wealth — from international tax planning and alternative investments to family governance and the long-term preservation of family heritage.

Format & Cohorts

100% OnlineNo visa required — Accessible from Africa, the Middle East and anywhere in the world

Cohort Calendar

Cohorte 1 — 2026/2027Applications open
Application deadline
30 août 2026
Programme start
7 septembre 2026
Certificate award
Décembre 2026
Cohorte 2 — 2027/2028
Application deadline
31 juillet 2027
Programme start
6 septembre 2027
Certificate award
Décembre 2027
Apply — Digital Executive Track

Curriculum

01Strategic Wealth Management
  • Private wealth strategy
  • Asset allocation models
  • Family office structures
  • Wealth preservation
02International Tax & Estate Planning
  • Cross-border tax optimization
  • Trust structures
  • Estate planning techniques
  • Succession planning
03Alternative Assets & Investments
  • Private equity and VC
  • Real assets (art, real estate, collectibles)
  • Impact investing
  • ESG in wealth management
04Family Governance & Heritage
  • Family constitution design
  • Governance frameworks
  • Conflict resolution
  • Philanthropic strategy
05AI in Wealth Management
  • AI-driven portfolio management and financial advisory
  • Machine learning for risk assessment and compliance
  • AI in client experience and private banking personalisation
  • Regulatory implications of AI 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 IdentificationDefine and contextualise a concrete strategic or managerial challenge drawn from your own organisation or sector.
  • Literature Review & Conceptual FrameworkAnchor your analysis in relevant academic literature and establish the theoretical foundations underpinning your recommendations.
  • Analysis & Strategic RecommendationsConduct a rigorous diagnosis and develop actionable, evidence-based recommendations adapted to your context.
  • Defence Before a JuryPresent and defend your findings before a panel of academic faculty and industry professionals at the end of the programme.

Learning Outcomes

Wealth strategy
design and implement comprehensive private wealth plans
Tax mastery
navigate international tax and estate planning
Alternative assets
build and manage diversified alternative portfolios
Heritage preservation
govern family wealth across generations