Learn the working methodology to deliver a comprehensive financial planning service that meets the highest standards of excellence set by the world’s most prestigious industry certification.
The Master is taught by the advisors and analysts of our Research Department, the main provider of analyses for Il Sole 24 Ore and the creator of the world’s first ETF rating.
This hands-on, practical program allows you to acquire all the skills needed to offer a comprehensive financial advisory and planning service that meets the highest standards of excellence of the CFP® certification worldwide.
This module aims to provide all the skills needed to offer pension planning services to your clients. You will learn how to design efficient retirement plans and build an income stream by a specific date, minimizing cost impact through proper asset diversification.
Class schedule: 9:30 AM – 6:30 PM
DAY 1 – PUBLIC PENSION SYSTEM
1.1 Estimating the Mandatory Public Pension
DAY 2 – SUPPLEMENTARY PENSION SYSTEM
2.1 Pension Products
2.2 Insurance Investment Products
DAY 3 – PENSION INTEGRATION OBJECTIVES
3.1 Pension Planning Framework
3.2 Quantifying and Projecting Pension Needs
3.3 Potential Financial Sources to Safeguard Living Standards
DAY 4 – PROFESSIONAL PRACTICE AND COMPLIANCE
4.1 Regulatory and Professional Aspects
4.2 Ethical Aspects
This module aims to provide the skills necessary to offer comprehensive wealth planning services, enabling families to achieve their life goals as efficiently as possible given their available financial resources. Analyzing the family’s financial, economic, pension, insurance, estate, and tax situation represents the complete expression of financial planning.
Class schedule: 9:30 AM – 6:30 PM
DAY 1 – BEHAVIORAL FINANCE
DAY 2 – REAL ESTATE AND INSURANCE PLANNING
2.1 Real Estate Management
2.2 Risk Management and Insurance Planning
DAY 3 – ESTATE PLANNING
3.1 Generational Wealth Transfer
3.2 Lifetime and Testamentary Transfers
3.3 Estate Planning Process
3.4 Estate Planning Strategies
DAY 4 – FINANCIAL RESOURCE MANAGEMENT
4.1 Asset and Personal Financial Check-Up
4.2 Family Balance Sheet and Budget Planning
4.3 Business Asset Management
Hands-on exercises and professional simulation with the Consultique Research and Studies Office.
Class schedule: 9:30 AM – 6:30 PM
DAY 1 – INTEGRATED FINANCIAL PLANNING
The Financial Planning Process and Practical Standards
Client Engagement and Communication
Developing a Financial Planning Case Study
Presentation of Operational Advice to Clients
DAY 2 – OPERATIONAL ASSET ALLOCATION
Case Study: Creating and Restructuring Asset Allocation
Asset Allocation and Model Portfolios
This module aims to teach methodologies for analyzing and selecting the best managers, including mutual funds, SICAVs, discretionary portfolio management, and passive instruments such as ETPs. You will learn to analyze all managed investment products that make up Italian investors’ portfolios and discover how to enhance their efficiency using the Fee Only Platform.
Class schedule: 9:30 AM – 6:30 PM
DAY 1 – TIME VALUE OF MONEY AND INVESTMENT RISK ELEMENTS
1.1 Time Value of Money
1.2 Investment Risk Elements
DAY 2 – METHODOLOGY FOR SELECTING MANAGED INVESTMENT PRODUCTS
DAY 3 – ANALYSIS OF MANAGED INVESTMENT PRODUCTS
DAY 4 – OTHER INVESTMENT INSTRUMENTS AND DISCRETIONARY PORTFOLIO MANAGEMENT
4.1 Derivative Instruments
4.2 Discretionary Portfolio Management Service
This module aims to transfer the expertise of our Independent Research Office in analyzing and interpreting financial markets, as well as in building portfolios free from purely distribution-driven logic—often undermined by potential conflicts of interest and commercial pressures.
You will learn how to create asset allocations tailored to each client’s specific goals, identify the indicators and variables underlying investment strategies, and make use of the Fee Only Platform.
Class schedule: 9:30 AM – 6:30 PM
DAY 1 – ELEMENTS OF FINANCE
1.1 Quantitative Introduction
1.2 Suitability Process
1.3 Equity Valuation Fundamentals
DAY 2 – EQUITY MARKET DYNAMICS
2.1 Fundamental Analysis
2.2 Macroeconomic Dynamics
2.3 Equity Market Dynamics
DAY 3 – FIXED INCOME MARKET DYNAMICS
3.1 Bond Market Dynamics
3.2 The Interest Rate Market
3.3 Portfolio Structuring Examples
DAY 4 – TAXATION OF FINANCIAL INSTRUMENTS
4.1 Taxation Principles
The Executive Master is the first CFP®-certified program in Italy, offering the most prestigious international certification in financial planning. It represents the highest recognition a financial advisor can achieve in their career.
The Executive Master offers much more than internationally recognized training: it is currently the only program in Italy that allows you, upon completion, to directly access the job market in independent financial advisory.
Whether you want to start your own business or join an established firm, you can rely on the operational support and network of Consultique, which for over twenty years has been supporting most professionals working in this sector.
Participants who stand out for their preparation, motivation, and professional background may also receive collaboration opportunities with professional firms and independent financial advisory companies within our network.
You can enroll in the Executive Master by clicking on this page and selecting the course price (standard or under 35). Once all fields are completed, including billing information if applicable, you will automatically receive an email with instructions for making the bank transfer. Once we have received your payment, you will be sent login credentials for the Fee Only Platform, where the MiFID financial software and tutorial videos will already be available for use.
The links to attend the live sessions for each training day will be sent via email one week before the start of each monthly module. The email will also include instructions on how to access supporting materials (slides, PDFs, Excel files) which will be uploaded to the platform.
Yes, Consultique’s Executive Master is the first program authorized by FPSB Italy to provide access to the CFP® exam, the most prestigious certification in financial planning worldwide.
To sit for the CFP® exam, you must meet the basic educational requirement (a bachelor’s degree in any field or 3 years of experience in advisory, analysis, research, compliance, or other relevant roles), which can also be accumulated over time. However, it is not necessary to already meet these requirements to enroll in the Executive Master
Our Master’s program is designed to teach practical methodologies for providing financial advisory and planning services (using the software) and, if interested, to prepare for the CFP® (Certified Financial Planner) exam.
The OCF exam for aspiring financial advisors, on the other hand, is a theoretical qualifying exam required to access the OCF Register and focuses mainly on legal and regulatory content (the questions are multiple-choice).
All participants in our Executive Master have successfully passed the exam independently, using the free materials (including 5,000 practice questions) provided by the OCF portal.
The 4 modules, each consisting of 4 days, are always held from Tuesday to Friday, from 9:30 AM to 6:30 PM, with several breaks during the day (e.g., lunch break: 1:30 PM–2:30 PM).
Classes are conducted live on the Zoom platform.
To be eligible for the CFP® exam, live attendance is required for at least 75% of the total hours (a maximum of 4 absences out of 18 sessions). If you have difficulty attending some live classes, please write to formazione@consultique.com — we will work with you to find a solution that meets the required criteria.
If you are attending the Master without the goal of obtaining the CFP® certification, live attendance is not mandatory: you can follow the entire program at your own pace through the recorded sessions.
The founders of Consultique are the authors of the books on independent financial advisory published by Il Sole 24 Ore. As of May 5, 2022, the new edition of the book is available throughout Italy, following the previous publications in 2006 and 2008.