{"id":138630,"date":"2025-06-27T14:51:56","date_gmt":"2025-06-27T12:51:56","guid":{"rendered":"https:\/\/www.bbs.unibo.it\/?post_type=open-program&#038;p=138630"},"modified":"2026-07-24T14:57:24","modified_gmt":"2026-07-24T12:57:24","slug":"wealth-management","status":"publish","type":"open-program","link":"https:\/\/www.bbs.unibo.it\/en\/open-program\/wealth-management\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"<p>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.<\/p>\n<p>The <strong>Open Program in Wealth Management<\/strong> 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&#8217; needs, develop tailored investment solutions and build long-term client relationships.<\/p>\n<p>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.<\/p>\n<p>The Program is also structured to provide comprehensive preparation for candidates who wish to sit the <strong>OCF examination<\/strong> 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.<\/p>\n<p>The Program is further enhanced by a partnership with <strong>Consultinvest<\/strong>, 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.<\/p>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>ACCREDITATIONS AND RANKINGS<\/strong><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.bbs.unibo.it\/wp-content\/uploads\/2021\/10\/equis.png\" alt=\"EQUIS\" \/><\/p>\n<p>Bologna Business School is\u00a0<strong>EQUIS \u2013 EFMD Quality Improvement System<\/strong>\u00a0accredited, one of the most important international quality assessment and continuous improvement systems for Schools of Management and Business Administration.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/www.bbs.unibo.it\/wp-content\/uploads\/2026\/05\/FT_2026_BUSINESSEDUCATION_EXECUTIVEEDUCATION_RANKING_RGB-scaled.png\" width=\"178\" height=\"51\" \/><\/p>\n<p>Bologna Business School\u2019s Open Programs are included in the Financial Times Ranking in the Executive Education 2026 category.<\/p>\n<p>&nbsp;<\/p>\n<div class=\"youtube-responsive-container bg-secondary\"><iframe data-cookieconsent=\"marketing\"  title=\"BBS Open Programs\" width=\"500\" height=\"281\" data-src=\"https:\/\/www.youtube.com\/embed\/ydEbWETczOM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<div class=\"cookieconsent-optout-marketing cookiebot-embed-placeholder bg-white\"><a href=\"javascript:Cookiebot.renew()\">We set up our site so that YouTube does not send cookies to you unless you play the video.<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":92,"featured_media":0,"menu_order":0,"template":"","class_list":["post-138630","open-program","type-open-program","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wealth Management | BBS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bbs.unibo.it\/en\/open-program\/wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Management | BBS\" \/>\n<meta property=\"og:description\" content=\"Wealth Management is undergoing a profound transformation. 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