The Open Program in Wealth Management, a preparatory course for the OCF Exam – Financial Advisor, is designed for anyone who wants to pursue a highly rewarding career both professionally and financially.
Whether you’re a newcomer or come from related fields such as insurance, banking, or credit brokerage, the Open Program in Wealth Management will equip you with all the tools to successfully pass the OCF exam and become a Financial Advisor—an increasingly sought-after role in the market.
The program provides economic knowledge and market analysis tools essential for working as a financial advisor within banks and insurance companies, consulting firms, or as an independent professional.
The program is structured into 13 modules, totaling 22 teaching sessions delivered in a hybrid format.
The course is designed in collaboration with Consultinvest Sim, a dynamic and independent key player in the national financial landscape. This partnership allows the program to offer exclusive conditions to participants selected for dedicated scholarships.
What to Expect from the Collaboration with Consultinvest:
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Initial access to the course at a significantly reduced fee, followed by gradual reimbursement covering the full cost of participation (details provided later);
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Immediate entry into the job market;
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The opportunity to become a partner at Consultinvest Sim upon reaching predetermined goals;
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Mentoring and tutoring for both the OCF – Financial Advisor Exam preparation and the start of your professional journey;
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Competitive compensation and career advancement incentives.
Development of the Collaboration Path with Consultinvest:
- Candidates may apply to take part in the selection process to benefit from the opportunities offered by Consultinvest. The company will review résumés and interview the most promising applicants;
- those selected will be able to enroll in the course at a significantly reduced fee, with no further obligations;
- participants who successfully complete the course and pass the OCF Exam will have the opportunity to join the Consultinvest network and gradually receive reimbursement of the course fee paid.
For more details, please refer to the Consultinvest website (CONSULTINVEST-SIM- BBS & Consultinvest ti preparano all’esame OCF) and you can write for further information at the following email address: esamiocf@consultinvest.it.
Structure
The course lasts seven months and includes 22 teaching sessions held in a hybrid format on Thursdays, Fridays, and Saturdays.
13 modules will be covered, structured as follows:
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Portfolio Theory and Planning
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Macroeconomics
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ESG
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Alternative Investments
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Insurance and Pension Planning
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Products and Markets
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Corporate Finance
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Regulation
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Real Estate Investment
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Taxation
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Wealth Planning
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Financial Planning and Behavioral Finance
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Self & Digital Marketing
Additionally, attendance at two seminars on the following topics is planned:
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Digital Marketing
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Private Banking and High Net Worth Individuals
Session Dates:
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September 18, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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September 19, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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September 20, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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October 2, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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October 9, 2025, 9:15 AM – 5:45 PM – ONLINE
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October 23, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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October 24, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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October 25, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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November 6, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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November 7, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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November 13, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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November 14, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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November 15, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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November 20, 2025, 9:00 AM – 4:00 PM – ONLINE
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November 21, 2025, 9:00 AM – 4:00 PM – ONLINE
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December 11, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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December 12, 2025, 9:15 AM – 5:45 PM – ON CAMPUS
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February 5, 2026, 9:00 AM – 4:00 PM – ONLINE
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February 6, 2026, 9:00 AM – 4:00 PM – ONLINE
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February 19, 2026, 9:15 AM – 5:45 PM – ON CAMPUS
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February 20, 2026, 9:15 AM – 5:45 PM – ON CAMPUS
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February 21, 2026, 9:15 AM – 5:45 PM – ON CAMPUS
The sessions will alternate between theoretical lessons and interactive workshops, where participants will have the opportunity to engage with lecturers, share experiences and best practices, and develop practical strategies to address challenges and seize emerging opportunities in the international banking sector. Each module is also enriched with use cases and testimonials from expert industry lecturers.
Learning approach
The teaching approach will be highly pragmatic and supported by numerous applied case studies. The methodology relies on an e-learning platform where study materials and exercises will be uploaded for further learning and review between classroom sessions.
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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Giulia Baschieri
Associate Professor in Corporate Finance
University of Bologna
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Giuseppe Torluccio
Full Professor of Banking and Finance
University of Bologna
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Sergio Gilotta
Researcher of Commercial Law
University of Bologna
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Massimiliano Marzo
Associate Professor of Economics
University of Bologna
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Francesco Priore
Professor of Financial Services Marketing
Bologna Business School - Università di Bologna
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Giulia Baroni
Management Engineer
Freelance
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Giovanni Fracasso
Managing Director
Edmond de Rothschild
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Annapaola Tonelli
Avvocato
VTN Avvocati Associati
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Thomas Tassani
Professore ordinario Dipartimento di Scienze Giuridiche
Università di Bologna
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Claudio Cacciamani
Professore Ordinario di Economia degli intermediari finanziari
Università di Parma
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Alessandro Marchesini
Founder and CEO
Alma Corporate Partners
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Vania Franceschelli
Wealth Advisor
Allianz Bank Financial Advisors S.p.A.
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Debora Damiani
Private Banker
Fineco Bank
Networking
Networking takes place between students of the same class, between participants and lecturers.
COMPANIES
Over the years, our partners have been continuously involved in various activities that make up the structure of our programs. Companies belonging to our network participate in project work and master classes; they contribute actively in introducing guest speakers and organizing company visits. Our partners are our first supporters: sponsoring various scholarships, hosting internships for students, and providing career opportunities for graduates.
ADMENTA AEFFE AEMILIA HOTEL AEROPORTO G. MARCONI AFORISMA AGGF DIEGO DALLA PALMA ALCE NERO MIELIZIA ALFA WASSERMANN ALLESTIMENTI SRL ALTOGRAF ALTRO MERCATO ANCORA SERVIZI ANTICA CORTE PALLAVICINA APT EMILIA ROMAGNA ARPER ARREDOLUCE AUTOMOBILI LAMBORGHINI AVANZI HOLDING AZIENDA VINICOLA RIVERA BAHLSEN BANCA DI BOLOGNA BANCA POPOLARE DELL'EMILIA ROMAGNA BAXTER BELLCO S.R.L. BERLUTI BOLOGNAFIERE BONATTI BONFIGLIOLI RIDUTTORI BORBONESE B&T BUFFETTI BUTOS HORECA B.V.M. - LES COPAINS CADIAI CAMERA DI COMMERCIO DI SIDNEY CAMST CANTINA FEUDI DI SAN GREGORIO CAREGIVING CASSA DI RISPARMIO DI BOLOGNA CATERINGROSS CAVIRO CEFLA CENTRO HERCOLANI CERAMICA SANT'AGOSTINO CERAMICHE GARDENIA ORCHIDEA CHAMPION EUROPE S.P.A. CHLORIDE CHLORIDE SPA CINETECA DI BOLOGNA CINIUS CIPRIANI ABBIGLIAMENTO CIR FOOD CISA CMC CNA COMER INDUSTRIES CONAD CONFINDUSTRIA EMILIA ROMAGNA CONSERVE ITALIA CONSORZIO PARMIGIANO REGGIANO COOP ADRIATICA COOP CENTRALE ADRIATICA COOP CERAMICA IMOLA COOP ESTENSE CREDEM CREDITO EMILIANO CRIF CUCINA SRL DATALOGIC D&C DELOITTE DIENNEA DORELAN DUCATI MOTOR HOLDING EBC CONSULTING EGS SOLUTION ENTE FIERE DI PARMA ERNST & YOUNG ERVET E-STAT EUROCOMM EUROVO FASHION LAB FASTWEB FATER FELSINEA RISTORAZIONE FERRARA FOOD FERRARI FERRETTI GROUP FERROVIE EMILIA ROMAGNA - GRUPPO TPER FINCANTIERI FLORIM CERAMICHE FLYER FMR ARTÈ FONDAZIONE ALDINI VALERIANI FRATELLI BRANCA INTERNATIONAL FREELANDS NETWORK SRL FRUITECOM FURLA GABS GA.MA GAME 7 ATHLETICS GA OPERATION G.D GDH GENERAL ELECTRIC GEOCOM GE OIL & GAS GESA FINANCE GHEPI GI GROUP GMPR GROUP GRANAROLO GRAPHIC STORE GROUPM GRUPPO CINTI GRUPPO COIN OVIESSE GRUPPO HERA GRUPPO IMA GRUPPO INDUSTRIALE TOSONI GRUPPO LA PERLA GRUPPO MAX MARA GRUPPO MONRIF GRUPPO MONTENEGRO GRUPPO TREVI GUABER GUCCI H3G HAVAIANAS HAWORTH HAYS HOEL CONSULTING ICONSULTING I.G.D. I GUZZINI ILLUMINAZIONE IKEA INFOAREA INFO MANAGER INTERFASHION INTERMEDIA INTERTABA IREN GRUPPO ISTITUTO GIORDANO JACKPOT STAFF JECKERSON JOHNSON & JOHNSON MEDICAL KEMON KIREY SRL KPMG LABORATORIO DELLE IDEE LA COMPAGNIA DELLA BELLEZZA LANDI RENZO LA RINASCENTE LEROY MERLIN LIMONI LINK LIU JO LOBBY BROS LORO PIANA MACRON MAGNETI MARELLI MANDARINA DUCK MANUTENCOOP MARCO POLO MASERATI MAZARS & GUERARD MCS MEC3 MIKADO FILM MOLLUSCO & BALENA MONNALISA MORTARA RANGONI MTV ITALIA NIKE ITALY NIMAX NOEMALIFE NOMISMA OCTAGONA OIKOS OTIS GROUP PAGE PERSONNEL PANDA PDFOR CONSULENZA DIREZIONALE PHOTOSÌ PIQUADRO PRAXI PROMOTOR INTERNATIONAL PWC RADIANT RCS MEDIA GROUP REGENESI REGIONE EMILIA ROMAGNA RENÉE BLANCHE RIA & PARTNERS S&A CHANGE SAECO INTERNATIONAL GROUP SAMIA SCM GROUP S.E.C.I. GRUPPO MACCAFERRI SERGIO ROSSI SIDA GROUP SIGARO TOSCANO SIGMA SOCIETA' ITALIANA VINI STARWOOD HOTEL TECHNOGYM TEIKOS CONSULTING TERME DI SALSOMAGGIORE TETRA PACK THE COLOMER GROUP TONINO LAMBORGHINI TWINERGY UMBERTO CESARI VINI UNICREDIT UNICREDIT GROUP UNIGRÀ UNIPOL UNIQUE ITALIA VALSOIA VICINI ZANOTTI YOOX
FEES
The course registration fee is:
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€8,000 (+ VAT) for corporate registrations
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€6,900 (+ VAT) for individual registrations
For participants deemed eligible, following CV evaluation, to undertake the program with Consultinvest, the registration fee is:
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€5,000 (+ VAT) for corporate registrations
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€3,900 (+ VAT) for individual registrations
Participants who qualify for the reduced fee and complete the program will receive a gradual reimbursement covering the full cost of participation if they pass the OCF Exam – Financial Advisor at the end of the course.
For more details, please refer to the Consultinvest website (CONSULTINVEST-SIM- BBS & Consultinvest ti preparano all’esame OCF) and you can write for further information at the following email address: esamiocf@consultinvest.it.
The fee includes attendance to the program, all study materials available through the online platform, and access to Bologna Business School services, which include: personal Alma Wi-Fi account and use of study areas. The attendance fee is fully tax-deductible.
Discounts are available:
- for early registrations;
- for Business Network companies;
- for Alma/BBS and Profingest Alumni;
- for groups of at least 3 people.
INTERPROFESSIONAL FUNDS
Alumni and Companies can check the availability of vouchers at the Interprofessional Fund reference:
Fondimpresa – for middle management
Fondo Dirigenti PMI – for managers of industrial SMEs
Fonditalia
Fondirigenti – for managers
Fon.Coop – for Cooperatives
APPLICATION PROCESS
To register, simply request the registration form by sending an e-mail to: openprograms@bbs.unibo.it
FAQs
Yes, there is a certificate upon successful completion of all courses, the final examination and 70% attendance. The certificate will attest to successful completion of the courses and will award 60 university credits (CFU).
The documents used in the classroom and any further reading or exercises will be uploaded to our platform, whose credentials will be delivered in the classroom.
Should a group of colleagues wish to participate in the program, it is possible to contact the Program Manager to evaluate an ad hoc participation price.
Our short courses do not require a specific course of study. It is important to have a few years of work experience behind you that can help you, inside the classroom, by bringing real cases dealt with and solutions adopted during your work.
