DU Ingénierie Patrimoniale du Chef d'Entreprise at Université Bretagne Sud

Programme overview

The Diplôme d'Université Ingénierie Patrimoniale du Chef d'Entreprise is a bac+5 level continuing-education diploma delivered with partner FOROM in Saint-Grégoire (35). It trains participants to advise business-owner clients on organising, managing and transferring their private and professional assets. Teaching is by university lecturers and professionals such as chartered accountants, notaries, lawyers and wealth-management advisers.

Faculty: IAE Bretagne Sud | Duration: 132 hours over 19 days, examination included | Study mode: full-time | Location: Lorient, Bretagne, France

What you will study

Content covers family property law, national and international wealth taxation, and the social protection of company managers. Modules include Module 3, Gestion juridique du patrimoine (42 hours), covering matrimonial regimes, PACS, successions and gifts, protection of minors and adults under guardianship, and the société civile de patrimoine. Teaching uses lectures, presentations, case studies and exchange of experience, with a university exam at the end.

Career pathways

Wealth and estate advisory to business-owner clients, working with lawyers, notaries, chartered accountants and wealth-management advisers.

Official programme page

Application information

Entry requirements

For chartered accountants, notaries, lawyers, wealth management advisers or accounting-firm collaborators holding a master 2 in management or law, or high-level collaborators with at least three years' experience. Apply with CV and cover letter.

EUR 5,520 for the whole programme. Training cost EUR 5,520 including VAT, paid to FOROM. UBS registration fee of EUR 250 excluded as an administrative fee. Source

Duration: 132 hours over 19 days, examination included

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