Wealth Management Executive Program

Manage financial and estate planning
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

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.

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.

What you will learn
The program consists of 9 days totaling 72 equivalent hours and is built on 3 pillars:
How you will learn
Program direction & faculty
- Paola Musile TanziDirectorArea: FinanceResearch domains: Private Banking and Wealth Management

- Giampaolo GabbiDirectorArea: FinanceResearch domains: Audit & Risk Management

- Barbara AlemanniArea: FinanceResearch domains: Private Banking and Wealth Management

- Giulio AllevatoArea: AccountingResearch domains: Tax & Legal

- Luigi BelluzzoArea: FinanceResearch domains: Private Banking and Wealth Management

- Angelo Busani
Research domains: Entrepreneurship and family business, Finance and accounting
- Vincenzo CapizziArea: FinanceResearch domains: Investment Banking

- Stefano CaselliArea: FinanceResearch domains: Investment Banking

- Giuseppe Corasanti
Research domains: Entrepreneurship and family business, Finance and accounting
- Paolo Antonio Cucurachi
Research domains: Entrepreneurship and family business, Finance and accounting
- Pierpaolo FerrariArea: FinanceResearch domains: Private Banking and Wealth Management

- Valter LazzariArea: FinanceResearch domains: Financial Markets

- Giacomo MorriArea: FinanceResearch domains: Real Estate

- Raoul PisaniArea: FinanceResearch domains: Insurance

- Francesco Vallacqua
Research domains: Entrepreneurship and family business, Finance and accounting
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

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
Program Advisor
Erica Pizzelli
tel. +39 02 5836 6605
erica.pizzelli@sdabocconi.itProgram Manager
Marta Romiti
tel. +39 02 5836 6605
marta.romiti@sdabocconi.it
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:


