Wealth Management today enjoys a constantly evolving landscape that includes the most diverse sectors: investments, monetary and fiscal policy, property management, public and private pension systems, service management, family and corporate assets.
The Master in Wealth Management – Asset Management, is aimed at young graduates who aspire to become financial consultants and operate within banks, insurance companies, consultancy firms, real estate brokerage agencies or in the practice of liberal professions.
Combining the academic knowledge of the Faculty with the presence of professionals in the sector, the Master provides market analysis tools to train heritage management experts who know how to propose a consultancy adapted to the needs of each client, with the aim of maximizing returns and at the same time reduce its risks.
The supply of services with high added value is closely linked to empathy and communication skills, to which the Master in Wealth Management deals with the teaching module on Customer Understanding, dedicated to building relationships of trust with the customer, and with the support of a prestigious network of companies and managers with whom to get in touch.
The course is structured in three cycles that alternate classroom lessons with a company internship. At the end of the 12-month Master’s course, the necessary certifications will be issued to immediately address the examination for admission to the professional register.
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.
In partnership with:
Director of Studies
" 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. "
20% F – 80% M
The Master in Wealth Management is a full-time program structured in 1500 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 structure of the Master is divided into three terms:
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.
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.Marzo Massimiliano
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.Marinelli Nicoletta
Corporate sustainability and the circular economy are currently among the most discussed topics internationally, also due to climate change. The aim of the course is to understand why these issues are of such importance, underlining their urgency. We will learn more about the innovation activities of operational and system processes that companies adopt to implement strategies aimed at the Circulary Economy and the transition to a low carbon business model.Longo Mariolina
The course aims to introduce students to the most relevant issues (foundational and more advanced) of digital technologies, discussing the most important present and future consequences on the lives of individuals and on the structure and functioning of organizations and processes. The main topics covered are: fundamentals of computational systems, artificial intelligence, autonomous systems, conversational systems, computational logic, networks and security.
Regulation of banking contracts, investment services, collective savings management, public savings appeal and listed companies.Gilotta Sergio
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.Torluccio Giuseppe
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.Priore Francesco
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.Mazzaferro Carlo
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.Mantovani Mattia
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.Scorcu Antonello Eugenio
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.
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:
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:
Trough the Master in Wealth Management it is possible, once having completed in the companies the years of experience required, to become a Wealth Management Specialist.
Financial Advisor & Financial Partner, Azimut Wealth Management
Master in Wealth Management (A.Y. 2017/2018)
"I have a degree in law and I believe that this Master can help me to pursue my dream.The Master gave me a lot, first from a didactic point of view, allowing me to learn the necessary basics to approach this profession, thanks to the lessons of professionals in the field. Then, it gave me the opportunity to do the internship in one of the most important realities of asset management.Making a master means getting involved, creating opportunities, there is no better investment."
Private Banker Assistant, Banca Generali Private
Master in Wealth Management (A.A. 2017/2018)
"I've always thought that the best investment you can make is to invest in yourself and your own training. Thanks to the Master in Wealth Management my opinion was confirmed. During this experience I grew up both personally and professionally, learning economic and financial notions and principles of psychology related to individual and social behavior. All this has allowed me to become part of one of the most prestigious Private banks."
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:
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:
ANALITICA ANASF AZIMUT BANCA INTESA SANPAOLO BANCA MEDIOLANUM CONSULTINVEST CORDUSIO CREDEM BANCA FIDELITY FOR FINANCE GRUPPO GENERALI GRUPPO UNIPOL JP MORGAN KAIROS MARCOPOLO ADVISOR SIMGEST
The tuition fees for the Master is 11,200 euros (VAT free) to be paid in three installments:
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
Participants are eligible to apply for Honor Loan with subsidised rate up to the complete coverage of the application fee.
For more information please mail to firstname.lastname@example.org
In partnership with Azimut Capital Management, Bologna Business School provides 15 merit-based partial scholarships to the leading candidates in the selection process.
The cost of the Master can be covered in full or partially by third parties: public bodies, foundations, or companies.
Applying is open to anyone holding an undergraduate degree 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.
Admission to the Master requires the student to pass the selection process, which consists of:
This Master’s is open to all applicants with a bachelor’s degree obtained before the enrolment deadline of each round. Application steps:
Documents to send to email@example.com are:
The selection process will be held at Bologna Business School. In line with the number of available places, admission to the program is granted according to the position on the list of qualified candidates, drawn up on the basis of the total score awarded at the end of the admissions process.Call
You can contact the admissions team either by email: firstname.lastname@example.org or by telephone at (0039) 0512090122. Our admissions staff will be happy to assist you and clarify any doubts you may have.
The second level Master is accessible only to those who have a bachelor’s degree from the old system or a Laurea Magistrale/Specialistica. To access the first level Master a three-year undergraduate degree or a bachelor’s degree in the old system is sufficient.
Access to a first level University Master requires at least a three-year Bachelor’s degree (or the Bachelor’s degree in the old system); for a second level Master’s Degree, the Laurea Magistrale/Specialistica (or the Bachelor’s degree of the old system) is necessary.
Enrolling in multiple university courses is not allowed. Therefore, if you are already enrolled in a degree at this or another university prior to registration into the master you are required to apply for a suspension of studies (“career freeze”) at the secretariat of the specific School. During the suspension period you will not be able to undertake exams nor accumulate attendance related to the suspended degree.
Yes, you can enroll prior recognition of the degree at the Italian Embassy or Consulate in the country where it was obtained. More details are available in the tender announcement.
Upon registration and payment of the admission fee, you must submit or send via registered mail to Alma Bologna Business School (Via degli Scalini 18-40136 Bologna), the following documents:
• 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.
No, once you pass the selections, you can decide whether to formalize the registration to the Master through the registration process. However, it is essential to participate in the selection process and to pass it in order to be able to register.
It is essential, for the purpose of registration, to have completed the degree by the registration deadline.
As long as you have passed the selection process, you can still register as an auditor.
An auditor is someone who participates in a master and who has passed the selection stage but doesn’t have an MA/Specialist degree/degree according the old system/ or hasn’t be graduated within the call’s deadline. An auditor can participate in all lessons, academic activities and to the internship (not compulsory). An auditor doesn’t need to take exams and therefore is not awarded CFU. An auditor will however receive a certificate of attendance by the University of Bologna. Instead of paying €11.200 an auditor pays €9.200
CFU or Crediti Formativi Universitari is a tool to measure the quantity of learning required, including independent work necessary for the student to acquire the knowledge and skills in the subject matter of each specific course.
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.
The University of Bologna uses the ECTS system accurately applying the European Credit Transfer System (ECTS) in all courses of the first cycle (Laurea), second cycle (Laurea Magistrale) and unified cycle. ECTS is a recognized standard created with the goal of supporting mobility and cultural exchange among students at the European level. This standard allows for the comparison of credit systems used by Universities and higher education institutions in Europe, to plan and implement the learning path of students. This allows students who study in one country to see their studies recognized at an institution in another country that applies the same standard.
Yes, every Master is composed of multiple courses, each with an exam at the end and based on whose completion the student earns the relative CFU for the course.
Yes, as a university tax.
You can contact the Help Desk directly via e-mail: email@example.com, or by telephone: +39 0512099882; or you can apply online: https://studenti.unibo.it/sol/welcome.htm
The School organizes several occasions for meetings, discussion, networking, training, refresher training reserved for the Alumni Community (those who have attended a course in Bologna Business School). For further information visit the Community section of our website.
Unlike the Laurea Magistrale or Specialistica, a University Master’s degree actively involves students in practical cases, providing skills that facilitate immediate entry into the labor market. Specifically, the Master in Business Management, before the internship period, requires the development of a business plan that is carried out for the duration of the master and 3 one-month-long company projects each with a company chosen by the participant.
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.
Law Firm Frumeto - Genoa
Head of Network Training & Development
Azimut Capital Management
Researcher of Commercial Law
University of Bologna
Associate Professor of Management Engineering
University of Bologna
Co-founder and Managing Director – Analitica
Assistant Professor of Economics of Financial Intermediaries
University of Macerata
Associate Professor of Political Economics
University of Bologna
Associate Professor in Public Economics
University of Bologna
Associate Professor of Marketing
University of Bologna
Manager and Professor of Marketing and Business Communication
University of Ferrara
Professore ordinario di Psicologia Generale
Università di Padova
Antonello Eugenio Scorcu
Full professor of Political Economy
University of Bologna
VTN Avvocati Associati
Full Professor of Economics of Financial Intermediaries
University of Bologna