Wealth Management is undergoing a profound transformation. Increasing market complexity, evolving regulations, growing attention to wealth and succession planning, and the demand for increasingly personalised advice require professionals who can integrate financial, tax, interpersonal and strategic expertise.
The Open Program in Wealth Management at Bologna Business School is designed to provide participants with a solid and up-to-date understanding of the key areas of wealth advisory, equipping them with the practical tools needed to understand investors’ needs, develop tailored investment solutions and build long-term client relationships.
Combining academic rigour, practical application and direct interaction with industry professionals, the Program explores the core areas of Wealth Management, including financial markets, portfolio construction, taxation, insurance and pension planning, wealth and succession planning, alternative investments, and the latest technological innovations supporting financial advisory services.
The Program is also structured to provide comprehensive preparation for candidates who wish to sit the OCF examination to register with the Italian Register of Financial Advisors. Exam-related topics are addressed within a broader educational framework aimed at developing the knowledge and professional competencies required to succeed in the wealth management industry.
The Program is further enhanced by a partnership with Consultinvest, an independent financial advisory firm, which supports the initiative by providing financial aid opportunities for a selected number of participants. In addition, Consultinvest may offer eligible candidates mentoring, coaching and professional development opportunities, in accordance with its own selection criteria and procedures.
The Open Program is designed for graduates, early-career professionals and practitioners working in the financial sector who wish to strengthen their expertise in Wealth Management, gain an advanced professional education and engage with faculty members, managers and professionals from the financial advisory and wealth management industry.
ACCREDITATIONS AND RANKINGS
Bologna Business School is EQUIS – EFMD Quality Improvement System accredited, one of the most important international quality assessment and continuous improvement systems for Schools of Management and Business Administration.
Bologna Business School’s Open Programs are included in the Financial Times Ranking in the Executive Education 2026 category.
Structure
The program runs over seven months and combines on-campus and online learning, offering a flexible educational experience designed to balance in-depth learning, interaction with the faculty, and compatibility with participants’ professional commitments.
The program consists of 18 teaching sessions, scheduled primarily on Fridays and Saturdays for on-campus activities, with online sessions held in the evening.
The curriculum covers the main areas of Wealth Management, including Portfolio Theory and Asset Allocation, Macroeconomics, Insurance and Retirement Planning, Regulation, Corporate Finance, Real Estate Investments, Alternative Investments, Estate Planning, Taxation, Products and Markets, Financial Planning and Behavioral Finance, ESG, Artificial Intelligence for Wealth Management and Financial Advisory, and Self & Digital Marketing.
The program also includes two dedicated seminars on Digital Marketing and Private Banking & High Net Worth Individuals, as well as a Closing Session focused on the latest trends in Wealth Management, networking opportunities with participants, faculty, and industry professionals, and the certificate award ceremony.
Program Schedule
- Friday, November 13, 2026 | 9:00 am–12:30 pm / 1:30 pm–5:00 pm | On Campus
- Saturday, November 14, 2026 | 9:00 am–12:30 pm and 1:30 pm–5:00 pm | On Campus
- Tuesday, November 24, 2026 | 6:00 pm–9:00 pm | Online
- Tuesday, December 1, 2026 | 6:00 pm–9:00 pm | Online
- Friday, December 11, 2026 | 9:00 am–12:30 pm / 1:30 pm–5:00 pm | On Campus
- Saturday, December 12, 2026 | 9:00 am–12:30 pm / 1:30 pm–5:00 pm | On Campus
- Tuesday, December 15, 2026 | 6:00 pm–9:00 pm | Online
- Tuesday, January 12, 2027 | 6:00 pm–9:00 pm | Online
- Friday, January 22, 2027 | 9:00 am–12:30 pm / 1:30 pm–5:00 pm | On Campus
- Saturday, January 23, 2027 | 9:00 am–12:30 pm / 1:30 pm–5:00 pm | On Campus
- Wednesday, January 27, 2027 | 6:00 pm–9:00 pm | Online
- Friday, February 12, 2027 | 9:00 am–12:30 pm / 1:30 pm–5:00 pm | On Campus
- Saturday, February 13, 2027 | 9:00 am–12:30 pm / 1:30 pm–5:00 pm | On Campus
- Tuesday, February 16, 2027 | 6:00 pm–9:00 pm | Online
- Tuesday, February 23, 2027 | 6:00 pm–9:00 pm | Online
- Saturday, March 13, 2027 | 9:00 am–12:30 pm and 1:30 pm–5:00 pm | On Campus
Learning approach
The teaching approach is strongly practice-oriented and integrates contributions from faculty members coming from academia, industry, and consulting. The program combines lectures, analysis of real business cases, and direct testimonials from managers, fostering learning that can be immediately applied in the workplace. Teaching activities are supported by an e-learning platform featuring materials and exercises to facilitate study and further exploration between 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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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
Co-founder and Managing Director
A.L.I. Active Longevity Institute
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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
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Andrea Carosi
Full Professor of Corporate Finance
University of Sassari
Networking
The open program is an experience built around people and relationships, fostering valuable connections through continuous interaction among participants, faculty members, and managers. During the classroom sessions, a dynamic network develops, enriched by the diversity of experiences, roles, and industries. A vibrant ecosystem that enhances learning and continues to generate value over time.
COMPANIES
Companies within the Bologna Business School network actively contribute to the development of the Open Programs by helping shape the content and bringing real-world experience into the classroom. Managers and professionals take part through testimonials, real business cases, and direct contributions, enriching the learning journey with a practical perspective. Interaction with companies from different industries encourages a continuous exchange of experiences and best practices. This ongoing dialogue between the classroom and the business world creates a dynamic ecosystem where skills, perspectives, and approaches come together, generating value for all participants.
FEES
The participation fee for the Program is €6,000 (+ VAT) for individual enrolments.
Thanks to the partnership with Consultinvest, 10 financial aid awards, each worth €3,000, are available for candidates selected directly by the company, following the expression of interest submitted through Bologna Business School. For participants selected by Consultinvest, Bologna Business School will apply a reduction to the participation fee, bringing the total fee to €3,000 (+ VAT).
The selection process for the financial aid awards, as well as any additional mentoring initiatives, coaching opportunities, career opportunities or other forms of professional development, is managed independently by Consultinvest according to its own criteria and procedures. For further information, please contact esamiocf@consultinvest.it.
The participation fee includes attendance at all teaching activities, access to all learning materials made available through the online platform, and access to Bologna Business School facilities and services, including a personal Wi-Fi account and study areas.
The following fee reductions are also available:
- for early enrolments;
- for companies belonging to the Business Network;
- for Alma/BBS and Profingest Alumni;
- for groups of at least three participants.
INTERPROFESSIONAL FUNDS
Alumni and Companies can check the availability of vouchers at the relevant Interprofessional Fund:
Fondimpresa – for supervisors / middle management
Fondo Dirigenti PMI – for managers in industrial SMEs
Fonditalia
Fondirigenti – for executives
Fon.Coop – for cooperative companies
REQUIREMENTS
The program is limited to a maximum of 30 participants in order to ensure an effective and interactive learning experience, and is open to professionals with diverse backgrounds and levels of experience.
APPLICATION PROCESS
To participate, it is necessary to request the application form by emailing openprograms@bbs.unibo.it. The team is available to provide all relevant information and support candidates throughout the process.
FAQs
At the end of the course, a participation certificate is issued (upon reaching 80% of classroom hours).
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.
