Master in Wealth Management

Program Overview

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Master’s Degree in Wealth and Financial Management

Programme Overview

The Master’s Degree in Wealth and Financial Management provides students with superior technical and specialized education in the areas of private banking, wealth management, and corporate finance. This master’s degree is part of the CFA Institute University Affiliation Program and prepares students to take on positions of leadership and management in the field of finance. It also includes the preparation course for CFA Level I certification.

Key Information

• Years: 1 academic year
• Credits: 60 ECTS Credits
• Start: October 2025
• Schedule: Monday to Friday 5:00/6:00 pm to 9:00 pm (approximately)
• Language: Spanish
• Accreditations: The Master’s Degree in Wealth and Financial Management is accredited by the CNMV.

Why Study the Master’s Degree in Wealth and Financial Management at IQS?

• High rate of employability in the financial sector after completing the master’s degree.
• Accredited by the CNMV (National Securities Market Commission) as a Master’s Degree that meets the requirements for reporting and advising on financial products (MiFID II).
• Forms part of the CFA Institute University Affiliation Program, incorporating more than 70% of the CFA Program Candidate Body of Knowledge (CBOK).
• Mandatory, paid in-company internships with leading businesses in the financial sector.
• Access to a wide range of career opportunities with all types of companies in the finance sector.

Objectives and Competences

• Objectives: The Master’s Degree in Wealth and Financial Management provides specialized knowledge in the study of finance, with a practical and professional orientation that makes graduates highly employable.
• Competences:
  • Management, advising, and planning for investments and assets in credit institutions and Private or Personal Banking institutions.
  • Advising on financial products to design a portfolio, from fixed income products, equities, derivatives, or investment funds, to designing alternative investments (real estate, commodities, etc.), retirement planning, and inheritance matters.
  • Knowledge for working in positions related to Private Banking, Investment Banking, Corporate Finance, and Private Equity/Venture Capital activities.

Curriculum

• Required Module:
  • Accounting Analysis
  • Financial Models and Products
  • Legal Framework and Methodology
  • Internship and Master Thesis
• Elective Modules:
  • Analysis, Valuation, and Management of Financial Products
  • Corporate Finance

Admissions Process

• Online Pre-registration: Apply for admission online.
• Admission Confirmation: The master’s degree coordinator will contact you for an interview.
• Pre-enrolment: Make a pre-enrolment payment of €1,000.
• Enrolment: Formalize your enrolment by indicating the payment method.

Scholarships and Financial Aid

• Academic Excellence: For students who are beginning their master’s studies, this scholarship covers up to 40% of tuition for the best undergraduate academic transcripts depending on the applicant’s financial situation.
• Financial Need: For students with financial need, these scholarships are based primarily on your family’s income level and satisfactory academic performance.
• International Students: For students who can prove they reside outside of Spain, have financial need, a solid academic record, and have been admitted to an IQS master’s degree.

Career Opportunities

• Wealth Manager and Financial Advisor
• Personal Banking Manager
• Portfolio, Mutual Fund, or Pension Fund Manager
• Investment and Market Analyst
• Miscellaneous Fields and Sectors

In-Company Internship

• Mandatory and Paid: The internships may be full-time, morning, and/or afternoon and are conducted in institutions and entities with recognized prestige in the financial sector.

Partner Companies

• IQS is strongly committed to quality and has different processes in place to ensure ongoing improvement.
• Accredited by the AACSB (Association to Advance Collegiate Schools of Business, USA), the leading international accreditation entity for studies in the areas of business and accounting.

Program Outline

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Master's Degree in Wealth and Financial Management: Detailed Extraction

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Degree Overview:

The Master's Degree in Wealth and Financial Management provides students with specialized knowledge in the study of finance, with a practical and professional orientation that makes graduates highly employable. The objective is to facilitate access for graduates to positions of high responsibility in the financial sector. The program aims to equip students with the techniques, methods, and principles necessary to gain access to a wide range of career opportunities in finance, including private banking, wealth advisor, portfolio manager, market and investment analyst, stock trader, and many more. The program is designed for graduates of Business Administration and Management, Economics, Finance, and related areas.

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Outline:

The curriculum of the Master's Degree in Wealth and Financial Management has been defined considering the needs of the profession and features the appropriate combination of theoretical and practical knowledge. It covers the two main professional specializations in the field of finance: wealth advising and corporate finance, with a clear professional orientation and an international perspective.

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Required Modules:

• Accounting Analysis:
• Financial Management in the Company (3 credits)
• Mathematics of Financial Operations (3 credits)
• International Business Finance (3 credits)
• Analysis of Financial Statements (3 credits)
• Financial Models and Products:
• Fixed Income Products (3 credits)
• Equity Products (3 credits)
• Derivative Instruments (3 credits)
• Portfolio Theory and Management (3 credits)
• Insurance, Funds, and Investment Companies (3 credits)
• Legal Framework and Methodology:
• Markets and Monetary Policy (3 credits)
• Quantitative Methods and Forecasts (3 credits)
• Legal Framework and Ethics of Finance (3 credits)
• Internship and Master Thesis:
• In-company Internship (16 credits)
• Master Thesis (6 credits)

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Elective Modules:

• Analysis, Valuation, and Management of Financial Products:
• Portfolio Management and Financial Planning (4 credits)
• CFA I Preparation (4 credits)
• Advanced Financial Products (4 credits)
• Corporate Finance:
• CFA I Preparation (4 credits)
• Mergers and Acquisitions (4 credits)
• Venture Capital and Private Equity Investment (4 credits)

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Module Descriptions:

• Models and Financial Products (mandatory): This module focuses on the main theoretical models through their practical application of the different investment and financial products, both fixed income, equities, and derivative instruments or hybrid products.
• Legal framework and methodology (mandatory): Through knowledge of financial markets, macroeconomic variables, and monetary policies, students learn how to take them into account for company investment and financing decisions.
• Analysis, Valuation, and Management of Financial Products (elective): Students work on advanced valuation methods for financial products and different portfolio management and financial planning models.
• Corporate Finance (elective): Students study company valuation and business risk management methods and analyze corporate merger and acquisition transactions as well as Private Equity and Venture Capital activities.
• The program includes a mandatory, paid in-company internship with leading businesses in the financial sector.
• The program is taught by a combination of IQS faculty and external professionals with extensive experience in the financial sector.

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Careers:

• The program prepares students for leadership and management positions in the financial sector.
• Graduates are highly employable, with a large percentage landing a job in the financial sector before completing the master's degree.
• Potential career paths include:
• Wealth manager and financial advisor
• Personal banking manager
• Portfolio, mutual fund, or pension fund manager
• Investment and market analyst
• The program is part of the CFA Institute® University Affiliation Program, incorporating more than 70% of the CFA® Program Candidate Body of Knowledge (CBOK).
• The program is taught in Spanish.
• The program is one academic year in length and consists of 60 ECTS credits.
• The program is offered in the evening, from Monday to Friday, from 5:00/6:00 pm to 9:00 pm (approximately).