Mastère Gestion de Patrimoine et Bancassurance (PPA)

PPA - Pôle Paris Alternance (Eng)Paris - FRANCE

Field(s) of study: Banking - Finance, Wealth Management
Cost of pre-eligibility application: 
  • Via Mastersbooking: 0 €
  • Via the regular school procedure: 0 €
Course cost: 6 900 €
Possible funding options: 
  • Bank loan
  • Job to support your studies
  • Paid internship
  • Payment by a training organisation/Training Leave
  • Payment by my company
  • Personal or family funding
  • Professional training contract

Next admission round: 

Next recruitment session:
Oct 2016
Sep 2017

Available slots: 

Available spots: : 4
Places available per academic year: 30

Program Language

  • French

Course length: 

2 years (24 months)

Start of the program: 

September 2017

Level of entry: 

A Level+3 years



The Pôle Paris Alternance (PPA) is the top Grande Ecole for business and management offering dual work placement and teaching courses in France. It offers, among other courses, a Masters in Wealth Management and Bank insurance (Bachelors to Masters level) aimed at preparing students for  a full range of careers in advisory, financial management and brokerage in the context of wealth management across different organisations, notably banks, insurance companies or independent advisory practices. 

During the 2nd year of the Masters, students select a complementary specialisation, choosing between specialisation in Private Banking or Asset Management.

All the Pole Paris Alternance courses offer Level 1 (masters) qualifications accredited by the French State.

1st year of Masters:

Wealth management skills
- Portfolio management
- Actuarial skills
- Estate assessment and advice
- Real estate markets
- Matrimonial risks
- Financial products and collective management
Financial and tax management
- Financial strategy
- Financial summaries
- Management control
- Investment taxation
- Brokerage and company risk insurance

Professional legal environment
- Intellectual property law
- Succession law
- Insurance law

Sales and managerial skills
- Marketing financial products
- Sales negotiation
- Creating and buying companies
2nd year of Masters: 

Wealth management tools
- Advanced estate assessment and advice
- Financial economics
- Wealth engineering
- Firm & asset evaluation
- Management control in private banking

Property and financial skills
- Property law
- Property project financing and expertise
- Derivative and structured products
- Country risk analysis
- Company savings and capital investment
- Risk management
- Tax optimisation of investments

Insurance and tax skills
- Life assurance
- Insurance and pensions laws
- International taxation
- Legal risk and prevention
- Conveyance of business assets

Sales and managerial skills
- Marketing strategy for financial institutions and financial products
- Professional negotiation skills
- Management skills

Course format: 

The Masters in Wealth Management and Bank insurance combines work placements and teaching, alternating on average between 2 weeks on work placement and 1 week of teaching.

Qualifications/expertise after completing the program

  • client adviser,
  • wealth engineer,
  • portfolio manager,
  • financial adviser,
  • property manager,
  • treasury manager,
  • finance manager,
  • marketing manager (universal bank, insurance company, management company)
  • private bank
  • private management,
  • independent financial advisory firm.

Entry requirements

In order to be accepted for this course, candidates must be qualified to Bac+3 level (Bachelor's degree, business school or equivalent), principally in the disciplines of management, accountancy, insurance, banking or property.

Admission criteria: 

The admissions procedure is carried out in 3 stages:

  • Stage 1 :
    • Review of application
  • Stage 2 :
    • Competitive exam
      • General aptitude test
      • English multiple choice test
      • Individual or group interview
  • Stage 3 :

Enrolment and placement interview with a counselor.


Mrs/Ms Valérie BASMOREAU

Director video