Bachelor Européen

FEDE - Federation for EDucation in Europe   »   FEDE DEGREES   »   European Diploma of Higher Education for Wealth Management, Insurance, Banking

European Diploma of Higher Education for Wealth Management, Insurance, Banking

Educational level: BACHELOR EUROPEEN
Areas of excellence: Banque - Finance - Assurance - Patrimoine

Download the degree description

The training leading up to the EDHEWMIB aims to train specialists adept at developing the best strategies of wealth management, strategies built on a deep knowledge of financial, legal and fiscal principles, and sales techniques.

Skill, austerity and the eye for innovation are the qualities required for candidates hoping to succeed in this high-reaching profession.

Wealth and real estate advisor
Specialist in banking and insurance products and investments
Property and estate investment company associate
Community sector

  • Community sector    
  • Transmission and valuation of holdings
  • Regulations- European consumers    
  • Business techniques
  • European insurance policy    
  • Negotiations and sales of financial products
  • Advice on wealth and holdings    
  • Management of a client dossier
  • Holdings protection    
  • Canvassing

Knowledge of technical and legal basics in insurance and taxation/ Knowledge of the fundamental contracts of automatic transmission of property by inheritance and by will, and applying this to wealth management / Knowledge of different products and how to advise clients on them / How to construct a sales argument, market a catalogue