Wealth Management Executive Program

Gestire i patrimoni e pianificare il passaggio generazionale
Class program
Start
12 maggio 2027
End
02 luglio 2027
Duration9 Days
WhereMilano
FormatClass program
LanguageItalian
Price (+ VAT)€8,000
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Manage financial and estate planning

Entrepreneurship and family businessFinance and accounting

Wealth management today faces increasingly complex financial, regulatory and generational scenarios.
This program will enable you to:

  • Acquire an integrated view of wealth management, developing an approach that addresses the needs of high net worth private clients
  • Develop skills, methods and practical tools to gain awareness, govern risk and protect capital from generation to generation
  • Progressively strengthen interdisciplinary capabilities, enabling an integrated approach to financial and estate planning
Fa per te se

Is this program right for you?

This program is designed for Private Bankers, Financial Advisors, wealth management specialists, entrepreneurs and professionals involved in the management of complex assets. It is for those who wish to delve into solutions and tools for ensuring the continuity of assets and preserving their value.

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Connect with our advisors

Learning is never linear. It takes shape over time, combining specific learning needs with practical tools matched to your own challenges.   
Talk to our team of Program Advisors to identify the path that best fits your goals and find out how to build a broader development plan through the SDA Bocconi Executive Education Certificate.

Get in touch with Erica Pizzelli 

SDA Bocconi Executive Education Certificate

Your initial conversation with our Program Advisors helps shape your path, clarifying your goals and participation options. It is also the required first step toward earning the Executive Education Certificate.  
The SDA Bocconi Executive Education Certificate is the formal recognition awarded upon completion of a learning plan designed around your managerial needs. With the Certificate, every program you attend becomes part of a broader design, built on your growth objectives.  

Executive Education Certificate

What you will learn

The program consists of 9 days totaling 72 equivalent hours and is built on 3 pillars: 

How you will learn

With us, the program becomes reality

The Program Management team supports participants from enrollment through to the end of the program, coordinating and managing every organizational aspect.

  • SDA Bocconi Campus - Milano

    campus

Information

Location

  • SDA Bocconi School of Management
    Via Sarfatti 10, 20136 Milano.

    By attending at least 80% of the classes, you will receive a Certificate of Participation and a digital badge to share with your network on LinkedIn.

Fees

  • € 8.000 + VAT

    The fee is exclusive of VAT.

Contacts

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 2028 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.

Additional benefits

    Accreditations

    • Accreditation has been requested from EFPA (European Financial Planning Association). In addition, the program is compliant with the training requirements for MiFID (Markets in Financial Instruments Directive) and 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. Participants who are not interested in these certifications may use the proposed tests for self-assessment purposes, on a voluntary basis.

    The brochure walks you through the program and the SDA Bocconi experience. Inside you'll find:

    The full calendar
    The application process
    Participant stories
    The campus experience