Wealth Management Executive Program
Gestire i patrimoni e pianificare il passaggio generazionale
Manage financial and estate planning
The course proposes an integrated view of wealth management activities, aimed at covering a wide range of needs of high net worth private clients. The program offers skills, methods and practical tools to gain awareness, govern risk and protect capital from generation to generation.
The goal is to progressively strengthen interdisciplinary capabilities, enabling an integrated approach to financial and estate planning. During the course, the perspectives of industry professionals and clients are intertwined, creating a stimulating and interactive learning experience that mutually enriches all participants.
Who should apply
The program is aimed at professionals who intend to delve into solutions and tools useful for ensuring the continuity of assets and preserving their value.
SDA Bocconi Executive Education Certificate
To navigate the evolution of the macroeconomic landscape and organizations, it is essential to broaden your managerial skills. Education plays a central role in this process. Together with our Program Advisors, you can design the learning path that best suits your needs, choosing from various formats to shape your professional growth.
Program Advisory
Learning is never a linear journey—it is a path built together, combining specific learning needs with practical tools tailored to individual challenges. Contact our team of Program Advisors, and together we will design the ideal learning path for you or your team, ensuring alignment with your goals.
Your benefits:
A dedicated orientation meeting, either in-person or remotely, to identify learning needs and create a customized plan. Throughout the course, you will experience a tailored welcome to introduce you to the program and foster networking between participants and instructors. Upon completion, your evaluation will become a valuable contribution for continuous improvement of the offering.
How your organization benefits:
Advisory on the program with HR managers to analyze organizational needs and develop personalized projects. Ongoing progress monitoring and a final follow-up to share results and gather feedback, ensuring constant alignment with pre-set goals.
Get in touch with Cristina Popescu
Structure and contents
The program consists of 9 days totaling 72 equivalent hours and is built on 3 pillars.
Wealth management and investment plan
Wealth management and global consulting
Integration of expertise in estate planning
More value with
Tutorship
A 90-minute individual and personalized consultation with the SDA Bocconi Faculty.
Calendar and information
Via Sarfatti 10, 20136 Milano
Calendar
- 13 - 15 maggio 2026On campus07:00 - 16:00
- 10 - 12 giugno 2026On campus07:00 - 16:00
- 01 - 03 luglio 2026On campus07:00 - 16:00
Fees
€8,000 + VAT
The fee is net of VAT but includes teaching materials and working lunches.
Accreditations
This course allows you to acquire the formal requirements for maintaining EFPA (European Financial Planning Association) certification. In addition, the program is compliant with the training required for MiFID (Markets in Financial Instruments Directive) purposes and for IVASS (Insurance Supervisory Authority) purposes in line with industry regulations in the field of investment services. Both certifications are issued after at least 30 hours of attendance, provided that at least 60% of the exam is passed. Those who are not interested in such certifications may use the proposed tests, for assessment purposes, on a voluntary basis.
Special payment terms
Bocconi Alumni
Bocconi Alumni are entitled to a 20% reduction on participation fees. To take advantage of the discount, please enter your Alumnus status when registering by indicating “ALUMNI 20” in the notes section. Remember that without this indication, the discount will not be applicable.
Women are good for business
To foster and contribute to women’s professional development, SDA Bocconi School of Management offers them until 8 March 2027 a 20% discount on the participation fee for all Executive Open Programs and Executive Online Programs.
Multiple enrollments
Companies, institutions and public bodies that enroll at least 3 participants in a single program are granted a 20% discount for each registration fee. The concession is not applicable for personal enrollment and must be formalized by the start date of the course.
Corporate education programs
In the case of learning needs involving several resources of the same company enrolled in more than one program, it is possible to define a customized plan from the specific needs of the organization. In this case, our Program Advisors are available to build with the client organizations ad hoc training plans with special pricing.
Partnerships and channel agreements
SDA Bocconi offers the possibility to initiate collaborations that allow them to expand the portfolio of educational trainings to be offered to their members. In this case, the School is available to evaluate partnerships and channel agreements so as to respond in a timely manner to the specific needs of the organization.
By attending at least 80% of the classes, you will receive a certificate of participation in the program and a digital badge to share with your network on LinkedIn.
Program Direction
In a competitive environment, characterized by a profound discontinuity from the past, being able to think from a comprehensive financial planning perspective is the only way to create value in the long term.
