Master of Applied Finance and Wealth Management (MFWM) by SP Jain Global

Shape the future of finance and wealth management

The Master of Applied Finance and Wealth Management (MFWM) is a 12-month program designed to prepare the next generation of professionals for diverse careers in financial services. The program offers a unique combination of applied finance concepts and practical wealth management principles, providing students with a comprehensive skill set encompassing theoretical knowledge and practical expertise essential in today’s disruptive financial services sector.

As the financial landscape evolves rapidly, our curriculum covers critical areas, such as fintech, sustainable financial management, and data-driven decision-making techniques, to ensure that graduates are well-prepared to navigate the challenges and opportunities in the industry.

The program offers a practical learning experience by presenting real-world business scenarios, equipping students with tangible wealth and investment management knowledge. Moreover, it explores Fintech applications in financial advisory, fostering a deep understanding of the broader implications of FinTech automation, including Robo Advisories, within the wealth management industry. Additionally, students will have the opportunity to undertake an immersive learning experience through applied research and capstone industry projects integrated into the Master of Applied Finance and Wealth Management course curriculum.

Note: This program is not accredited or approved by the All India Council for Technical Education (AICTE) or any regulatory body in India.

GLOBALLY RECOGNISED. PROFESSIONALLY ALIGNED.

The MFWM holds a significant industry affiliation that validates the rigour and professional relevance of its curriculum.

CFA Institute University Affiliation

The CFA Institute University Affiliation is awarded to institutions whose degree program curricula incorporate at least 70% of the CFA Program Candidate Body of Knowledge (CBOK)—the framework of competencies, ethics, and analytical skills that underpin the Chartered Financial Analyst (CFA) designation. The affiliation places the MFWM among a select group of finance programs worldwide that reflect the professional and ethical standards expected by leading investment firms and financial institutions globally. As part of the affiliation, MFWM students are also eligible for scholarships awarded by the CFA Institute.

CFP® Certification

The MFWM program is accredited by the FPSB India. FPSB India offers the globally recognised CFP® certification, which represents excellence in financial planning through rigorous competency and ethical standards. FPSB India is the Indian subsidiary of Financial Planning Standards Board Ltd., Denver, USA, the global standards-setting body for the financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program. Through this strategic association, MFWM program candidates can seamlessly enrol for the prestigious, globally recognised CFP® (Certified Financial Planner) Certification, equipping them to excel as elite professionals in the global financial services industry.

Key MFWM Program Highlights

Study in Mumbai and Dubai, two global financial hubs, and gain exposure to dynamic markets and cross-border wealth management strategies.
Holistic curriculum covering applied finance and wealth management, including risk advisory, portfolio management, tax and estate planning, and retirement strategies.
Hands-on learning through case studies, team activities, simulations, industry talks, and site visits for real-world application.
Learn from global faculty, including world-class academicians and industry experts, offering insights into emerging trends and financial strategies.
Gain practical experience with an individual applied research project in Term 1 and a capstone industry project in term 2.

MESSAGE FROM THE

PROGRAM DIRECTOR

Over the last decade, significant developments in Fintech, the increasing interconnectedness of global financial markets, the phenomenal rise in disposable income among individuals, and easier accessibility to investment avenues have all led to heightened interest in the wealth management industry. This changing financial landscape has created a demand for specialised skills and expertise in both finance and financial markets. This program is designed to meet this growing demand for professionals equipped with the tools and techniques needed to manage personal wealth.

Dr Arindam Banerjee
Professor (Finance)
Program Director, Master of Applied Finance & Wealth Management

Read the full message here

The MFWM program is ideal for graduates and professionals who want to build a career in finance and wealth management. If you have a background in commerce, finance, business, mathematics, or other quantitative fields, this program will equip you with advanced knowledge and skills. Even if your degree is in a different field, you can still apply with a strong GMAT, GRE, or CAT score. If you’re passionate about financial markets, investment strategies, and wealth planning, this program is a great choice for you!

Graduates of the MFWM program can explore a wide range of career opportunities in the financial services sector, with roles such as Wealth Manager, Investment Advisor, Financial Planner, Private Banker, Portfolio Manager, Estate Planner, Risk Analyst, and Compliance Officer. These positions are in demand across global financial hubs and offer exciting opportunities in wealth management, investment strategy, and risk assessment. With SP Jain’s strong industry connections and practical learning approach, graduates gain valuable exposure and the skills needed to excel in the competitive finance sector. Click here to know more.

While an MBA in Finance provides a broad business education with a focus on finance, the MFWM program is a specialised master’s degree that focuses specifically on applied finance and wealth management. The MFWM curriculum is more practical and industry-focused, covering areas like investment strategies, tax planning, estate management, fintech applications, and risk advisory. It is ideal for those who want to directly enter the finance and wealth management industry without studying broader business management subjects.

Not necessarily. If you have a degree in commerce, finance, business, or mathematics, you are eligible to apply. If your degree is in a different field, you can still qualify with a strong GMAT (650+), GRE (320+), or CAT (80+ percentile) score. Additionally, your mathematical and analytical aptitude will be assessed during the personal interview. So, even if you’re new to finance but eager to learn, you can still apply! View the eligibility criteria for the MFWM program.

Yes. SP Jain offers merit-based scholarships to outstanding candidates who demonstrate academic excellence and a strong potential for leadership in finance and wealth management. While scholarships are limited, if you have a strong academic record, work experience, or exceptional test scores, you may be considered. Visit our Scholarships page to know more.

SP Jain provides strong career support through industry networking, career coaching, and corporate engagement. Students gain access to career services, recruitment events, and networking opportunities with top financial firms. The program also offers internship and project-based learning opportunities, ensuring that graduates develop the right skills and connections to secure rewarding roles in the finance and wealth management industry.

Graduates from SP Jain’s MFWM program are well-positioned to work in top financial institutions, banks, wealth management firms, investment companies, and fintech firms. They can find opportunities in private banking, investment advisory, financial planning, insurance, risk management, and robo-advisory firms. Global banks and leading financial institutions also seek skilled professionals in these areas.

1800 212 1827

S P Jain School of Global Management Pty. Ltd. Provider Category: Institute of Higher Education. TEQSA Provider Identification: PRV12041. CRICOS Provider Code: 03335G.

1800 212 1827

S P Jain School of Global Management Pty. Ltd. CRICOS Provider Code: 03335G

1800 212 1827

S P Jain School of Global Management Pty. Ltd. Provider Category: Institute of Higher Education. TEQSA Provider Identification: PRV12041. CRICOS Provider Code: 03335G.

Master of Applied Finance and Wealth Management

Shape the future of finance and wealth management