- Overview
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INVESTING IN RELATIONSHIPS
The Wealth Management Master’s course is aimed at young professionals who would like to start a journey of growth in the field of wealth advisory, expanding their education to the recent European regulations (Mifid 2).
Combining the University of Bologna academic knowledge with the presence of industry professionals, the course provides the economic skills and tools to analyze the markets that are necessary to operate as financial advisors with banks and insurance companies, consulting companies, real estate agencies or to work as free-lancers. The provision of high added value services is strictly connected to possessing empathy and communication skills, for which the Wealth Management Master’s features the “Customer understanding” module, devoted to the setting up of trust-based relationships with customers, and a prestigious network of businesses and managers with whom to get in touch. This educational experience is a unique occasion both for those who are about to enter the labor market and those who’d like to make a decisive impact to their professional career in the direction that wealth management is taking: the starting point for a career based on the ability to interpret financial changes and strategically support customers’ needs.
The second edition of the course features three cycles, alternating classroom lectures, an internship in a company and part-time professional mentoring. At the end of the 12 months of the Master’s, participants will be issued the certificates required in order to sit the exam to join the professional register (as per the Italian legislation).
To be ready for the new challenges of an evolving industry, get in touch with the course program manager: we’ll start tackling them together.
THE MASTER IS AN INVESTMENT.
THE HONOR LOAN IS THE WAY TO FUND IT.
“PerTe Prestito Con Lode”, a long-term and low-interest honor loan, with no collateral required to cover the full amount of the tuition fee.
In collaboration with:
Massimiliano Marzo
Director of Studies
massimiliano.marzo@unibo.it
" The Master in Wealth Management will let you access the profession of the Financial Consultant, providing you with the tools and skills necessary to officially register as one. Furthermore, the content of the Master will prepare you for passing and obtaining the EFPA certificate (Europea Financial Planning Association), representing an unprecedented opportunity in Italy. For those aiming towards a career in the world of banking, this is an exceptional program that should not be missed. "
CLASS PROFILE 2017/2018
ACADEMIC BACKGROUND
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31
AVERAGE AGE
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35% F - 65% M
GENDER
Structure
The Master in Administration, Finance and Control is a full-time program structured in 1,500 hours of learning activities over 12 months of study, divided into: 360 hours of lecturing, 20 hour of practicals, an estimated 520 hours of independent study, and 600 hours of internship.
The Master lasts 12 months for a total of 51 classroom days articulated in 17 3-day long classes (Thursday, Friday and Saturday every two weeks).
The structure of the Master is divided into three terms:
- First term: December – April
- Second term: May - September (excluded August)
- Third term – Internship or Project Work: September – December
The first term consists in the study of fundamental subjects including lessons taught by managers and partners from auditing companies. The first term will conclude with an intense real-life business case.
During the second term there will be a more in depth study of the advanced subjects. The use of case history, company testimonials, project work and lectures will be utilized to refine and amplify our students’ expertise in understanding of the topics.
COURSES
Alternative funds: Hedge and Hedge Funds. Real Estate Funds. Management, assessment, commission regime and internal liquidity and how to allocate them to a capital. Funds linked to alternative investments, such as art and other types.
Massimiliano Marzo
Antonello Eugenio Scorcu
Basic elements for building an efficient portfolio. The Media-Variance Model and the Capital Asset Pricing Model: Limits and Effectiveness. Robust portfolio models: Black-Littermann and risk parity. Methodologies and Indicators of Investments and Investment Funds.
Massimiliano Marzo
The behavior of investors on the market: the reaction in case of stress events. The perception of profitability in relation to the time horizon. The investor's classification in relation to the investment horizon.
Nicoletta Marinelli
Over the last decade sustainability and corporate social responsibility (CSR) practices have become paramount for companies as well as for the society at large. Although most companies have developed sustainability programs over the years, as they are cutting carbon emissions, reducing waste, and otherwise enhancing operational efficiency, we are witnessing a mishmash of sustainability tactics that does not add up to a sustainable strategy. To endure, a sustainable strategy has to cope with the competing – and apparently divergent – interests of all stakeholders: investors, employees, customers, governments, NGOs, society and the natural environment.
The purpose of this course is to initiate a debate around the role and functioning of modern corporations as sustainability challenges, opportunities and solutions emerge. In particular, the objective of the course is to detail and disentangle the links between sustainability, CSR and the key role that digital technologies can play as a mean to translate sustainable strategies into effective outcomes.
Within this perspective, three major learning outcomes are expected:
- To allow students to gain a solid and robust understanding of what sustainability and corporate social responsibility mean in a business context;
- To allow students to understand key approaches and frameworks for measuring and reporting sustainability and CSR in organizations;
- To gain an understanding of what sustainability oriented innovation means and how it can be applied to a digital organizational context.
In order to achieve these objectives the course will combine (i) case studies and whole class discussion; (ii) talks by business leaders and managers dealing with sustainability issues; (iii) lectures.
The psychology of the investor and the relationship between consultant and investor. How to schedule meetings and how to submit the Mifid questionnaire. How to understand the customer's needs in relation to his or her life goals.
Chiara Orsingher
Rino Rumiati
The course will cover a variety of themes which are emerging as the most prominent ones in the context of digital culture.The following is a preliminary list of the topics that will be considered.
1. Computing: Meaning and Limitations (from Kurt Godel & Alan Turing to Quantum and Beyond).
2. Counter Culture vs. Cyber Culture (Stewart Brand & Bob Taylor, a la' carte).
3. Coding: Meaning and Perspectives.
4. The Internet: Lo and Behold.
5. History of Computation.
6. The New Rise of AI: Of Men and Machines.
7. Text Digitization + Literary Analysis + Maps + Interactive Media + Games + Design + Media Art = Digital Humanities?
8. Big Brother in Action: Surveillance, Hacking, Privacy, Cyber-security and Data.
9. Ethics, Moral Responsibility and Accountability of Computing.
10. The Economics of the New Web.
Maurizio Gabbrielli
Gianluigi Zavattaro
Types of financial instruments available on the market and their features: shares, bonds, mutual funds, private equity funds, ETFs, ETCs. Market Indexes and their characteristics. Pricing of the most common financial instruments: government bonds. Duration and Convexity. Elements of the bank's economy and financial intermediaries.
Giuseppe Torluccio
How to present a financial product: enhancing strengths. The management of a sales network of financial products. Approaches and techniques of marketing financial products. Network remuneration and collection management.
Francesco Priore
Elements of commercial law. Regulating the provision of off-the-shelf financial investment services. Mifid and Mifid2 and optional regulations.
Sergio Gilotta
Luca Frumento
Pension systems and their sustainability over time, in relation to demographic and macroeconomic trends. Optimizing the individual retirement plan in relation to the norms and expectations of life and work. Pension planning and life insurance policies.
Carlo Mazzaferro
Taxonomy of risks: Market risk (price), counterparty risk, credit risk, settlement risk, exchange rate risk, liquidity risk. Market Risk Measures (Var, C-Var and Expected Shortfall): description, robustness, communication strategy of their meaning. Credit risk and related hedging methodologies (CDS). Liquidity risk: how to measure it. The role of derivative instruments: Futures, Forward. Swaps. Options: risk management through options.
Mattia Mantovani
The economic foundations for the interpretation of financial markets. Basics of macroeconomics and basic economic policy. The impact of macroeconomic variables on financial ones. How to read macroeconomic information in terms of financial and portfolio planning. Allocation of Italian savings.
Antonello Eugenio Scorcu
The tax regime of the most commonly used financial instruments. Planning and tax optimization of investments; family and individual assets.
Learning method
The educational sessions provide different learning methods, including lectures, simulations, discussions of case studies, presentations by companies, testimonies and group work.
The curriculum is complete with a series of Master Lectures given by professionals from the world of business, academia, and politics, which also provide numerous opportunities for discussion and interaction with the business world through case histories.
CAREER DEVELOPMENT
The integration with companies is a priority and an ever-present feature of all programs of the Bologna Business School, hence for the Master in Wealth Management too.
The School is fully committed to creating employability, by way of a systematic career service action, constantly focused on matching at best the students’ professional projects with the needs companies have.
The internship is an exceptional springboard, suffice it to say that six months after the end of the full-time masters at Bologna Business School on average 90% of students work in a company.
The BBS Career Service assists and supports students since the very beginning, along a training and professional development path. This is accomplished by organizing a series of workshops, with the aim of providing the fundamental tools and resources to be appropriately prepared for the labor market.
To achieve this goal, students are involved in several workshops, among which we may list:
- Writing a CV and a Cover Letter
- How to create an effective Linkedin profile
- How to prepare for a job interview
- The labor market in Italy
In addition to this, thanks to the collaboration with professional career counselors, students receive a customized service, in order to understand their strengths and to build a professional development plan, which will turn out to be helpful when looking for an internship. Here follow some of the activities:
- Initial guidance interviews
- Specific interviews, focused on one’s own career plan
- Mock interviews
- Continuous support to students with one – to – one sessions
COMPANIES
The goal of the Career Service is also to allow students to connect with national and international companies. Over the years, Bologna Business School has managed to establish a wide-ranging network and a sound partnership with leading companies in Italy, thanks to a personalized approach, based on each company’s needs. The collaboration features the following activities:
- Sending the CV book
- Sharing internship and work opportunities
- Presentations at the School premises
- Career Day
- Implementation of project works
- Class-room activities with case studies presented by managers and/or HR professionals
Our partners are the foremost supporters of our students, with the provision of scholarships, internships and professional opportunities.
Bologna Business School’s partner companies for the Master in Wealth Management are:
ANASF CONSULTINVEST FOR FINANCE GROUP JP MORGAN AM ALFAWASSERMANN ADMENTA AEFFE - Gruppo Alberta Ferretti AEROPORTO di BOLOGNA AGGF - DIEGO DALLA PALMA COSMETIC GROUP ALCE NERO MIELIZIA ARPER ARREDOLUCE AUTOMOBILI LAMBORGHINI BHALSEN BOLOGNA FIERE BVM LES COPAINS CANOVA E CHLOE CARPIGIANI CASTELLO DI AMA CATERINGROSS CERAMICHE GARDENIA ORCHIDEA CHAMPION CIPRIANI ABBIGLIAMENTO CNA BOLOGNA COCHLEAR CONAD CONSERVE ITALIA CONSORZIO PARMIGIANO REGGIANO COOP ADRIATICA COOP CENTRALE ADRIATICA COOP ITALIA CUCINAA DECO INDUSTRIE DOVECONVIENE DUCATI EGS SOLUTION ERBACIPOLLINA ESSSE CAFFE' FAAC FASHION LAB FERRARA FOOD FERRARI FLORIM CERAMICHE FRATELLI BRANCA INTERNATIONAL FURLA GA OPERATION - GRUPPO GIORGIO ARMANI GABS GEA TECHNOFRIGO GRANAROLO GRUPPO CAVIRO GRUPPO COIN OVIESSE GRUPPO LA PERLA GRUPPO MAX MARA GRUPPO MONTENEGRO GRUPPO SIGMA HAWORTH - CASTELLI HERA COM INTERFASHION IOSA GHINI ISTITUTO GIORDANO JAKERSON LA COMPAGNIA DELLA BELLEZZA LABORATORIO DELLE IDEE LIMONI LINK LIU JO LORO PIANA MARCELLO LEONI MERCATONE UNO MIRABELLA FRANCIACORTA MONNALISA MONRIF GROUP NERI NEXT VALUE NIKE ITALY OCTAGONA PASTIFICIO DEL VERDE PASTIFICIO GRANORO PDFOR Consulenza PINKO POLLINI PRINK QUANTILITY Consulenza RADIOGAMMA RALPH LAUREN REVLON SAMO SAN PATRIGNANO SCHLUMBERGER ITALIANA SISTEMA MODA ITALIA SOLAIR TECHNE TECHNOGYM TECNOSTUDI TENUTA SAN VITO TETRAPAK TRUSSARDI TRS EVOLUTION UMBERTO CESARI VINI UNIGRA' VALSOIA VILLANI SALUMI YOOX
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FEES
The tuition fees for the Master is 11,200 euros (VAT free) to be paid in three installments:
- First installment: 1.500 euros
- Second installment: 6.000 euros
- Third installment: 3.700 euros
The fee includes participation in the Master, all the study material available through the online platform, and access to the services and facilities of Alma Bologna Business School such as: personal account for the Alma wi-fi, use of the PC in the Computer Lab, access to the study areas, access to the internal gym, special rates for the School restaurant.
Furthermore, the fee gives participants the right to take advantage of the supporting activities of the School, such as the language courses and the master lectures by invitation.
Free parking is also available within the BBS Campus.
Additionally, with the Student Card of the University of Bologna, students have access to all of the university facilities, including over 100 libraries, digital resources and study halls (including databases and online subscriptions); ); the three city center canteens and all university student related discount offers. More information are available on the site of the University of Bologna: http://www.unibo.it/it/servizi-e-opportunita
HONOR LOAN
Thanks to the agreement between Bologna Business School and Intesa Sanpaolo, participants are eligible to apply for “PerTe Prestito Con Lode”, a long-term and low-interest honor loan.
Main characteristics:
- Loan amount equal to the enrollment fee
- Reduced interest rate
- No collateral required
- Repayable in 10 years
- No early closing fees
SCHOLARSHIPS
Bologna Business School provides merit-based partial scholarships to the leading candidates in the selection process. Furthermore, at the end of the master, the School assigns a prize to the best student.
The cost of the Master can be covered in full or partially by third parties: public bodies, foundations, or companies.
REQUIREMENTS
Applying is open to anyone holding an undergraduate degrees of the old and new system. The degree must be obtained on or before the enrollment deadline of the Master.
For auditors, an undergraduate degree is not necessary.
APPLICATION PROCESS
Admission to the Master requires the student to pass the selection process, which consists of:
- a written exam on general knowledge and logic and mathematics
- a written exam on English language proficiency
- a motivational interview designed to assess the candidate’s professional plan and its consistency with the objectives of the Master
FAQs
• a copy of the receipt for the fee of 60.00 euro for administrative services;
• summary sheet;
• a copy of your ID;
• Undergraduate Degree (or substitute statement);
• curriculum vitae;
• any additional titles to be assessed for admission purposes.
A credit (CFU) generally corresponds to 25 hours of work including lectures, tutorials, etc., but also independent study. For each academic year, a full time student in the course requires an average amount of work equal to 60 credits, ie. around 1500 hours. The credits are acquired by passing the exam or other testing.
The credits are used to compare different courses in Italian and European universities through an evaluation of the student workload required in certain subject areas in order to achieve the educational objectives defined. They facilitate student mobility between different courses of study, but also between Italian and European universities. Loans acquired during a course of study may be approved for continuing in other courses of study.
Faculty
Faculty members at Bologna Business School work together offering outstanding teaching standards. An international and interdisciplinary approach is guaranteed by a joint team of distinguished national core professors, adjunct, visiting professors, guest speakers and top managers.
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Luca Frumento
Civil Lawyer
Law Firm Frumeto - Genoa
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Sergio Gilotta
Researcher of Commercial Law
University of Bologna
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Mattia Mantovani
Co-founder and Managing Director – Analitica
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Nicoletta Marinelli
Assistant Professor of Economics of Financial Intermediaries
University of Macerata
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Massimiliano Marzo
Associate Professor of Political Economics
University of Bologna
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Carlo Mazzaferro
Associate Professor of Political Economy
University of Bologna
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Matteo Mura
Associate Professor of Performance Management
University of Bologna
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Chiara Orsingher
Associate Professor of Marketing
University of Bologna
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Francesco Priore
Manager and Professor of Marketing and Business Communication
University of Ferrara
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Rino Rumiati
Full Professor of Psychology
University of Padua
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Antonello Eugenio Scorcu
Full professor of Political Economy
University of Bologna
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Giuseppe Torluccio
Associate Professor of Economics of Financial Intermediaries
University of Bologna
