Master Monnaie, Banque, Finance, Assurance - Professional Advisors and Wealth Management (CPGP) course

The Monnaie Banque Finance Assurance (MBFA) master's degree comprises two tracks: the Risk Management and Green Finance (GRFV) track, for initial training, and the Conseiller Professionnels et Gestion de
Patrimoine (CPGP) track, a work-study program in collaboration with the École supérieure de la banque (ESB).

The training model has two complementary objectives:

(i) a solid grasp of the fundamentals, thanks to high-level teaching provided by research professors and industry professionals recognized in their field;

(ii) in-depth, structured professionalization of the training curriculum, in particular by offering students the opportunity and favorable conditions for experiential learning, notably through professional projects, applications on IT tools, and professional conferences.

 The CPGP program offers a complete cycle of work-study training in the professions of Professional Customer Adviser and Wealth Management (CPGP), in partnership with the École Supérieure de la Banque, accessible on completion of a bachelor's degree. In the first and second years of the Master's program, students alternate between academic and professional courses, and periods in the bank where they are placed in a professional situation and supervised by a company tutor.

The Master's curriculum approaches the business of professional clients from economic, regulatory and financial angles, with a parallel emphasis on the legal and tax aspects of wealth management for professionals. The program is based on fundamental and academic teaching in line with the level of expertise required for a 5-year degree in economics and finance. Specific courses enable students to grasp the risks and business opportunities specific to professional clients in all their dimensions. Graduates of this program thus combine the multi-disciplinary knowledge required for excellent integration into the banking and insurance sectors, as well as into the wealth management field. Academic training ensures that Master 2 graduates are well equipped to adapt to changing business conditions, with genuine prospects for horizontal and vertical mobility. In addition to the university master's degree, the training program also enables students to obtain a "CCPro" certificate, nationally recognized by the banking sector.

The acquisition of the technical and relational skills that make up the "toolbox" essential to mastering relations with business customers is offered both by the courses offered by the École supérieure de la banque (ESB) and by integration into the banking world. The work-study program, mainly carried out in a banking establishment, provides students with their first professional experience in this complex profession, ensuring their successful integration into the world of banking.

The aim of the program is to train students to be fully operational and competent for the positions of professional customer advisor and wealth manager as soon as they graduate, with a variety of career paths within banking and financial institutions (sales representative, business unit manager, wealth management, credit analysis, commitment manager, private banking-related professions, etc.).

Study organization

Students enter the CPGP Master's program at Master's level 1 for a two-year period. Students sign a paid employment contract (apprenticeship or professionalization contract) with the recruiting bank. Over the course of the two years, students alternate periods of two weeks in the bank and two weeks in training, either at the University (first semester) or at ES Banque (second semester).