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Master of Applied Finance and Wealth Management (MFWM)

CRICOS Provider Code: 03335G

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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 program curriculum.

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.

CFA Institute University Affiliation Program

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.

CFA Institute University Affiliation Program

Program

OVERVIEW

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Program Duration
12-MONTH FULL-TIME
POSTGRADUATE PROGRAM

Program Structure
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Study Format and Location
STUDY ON-CAMPUS IN MUMBAI (6 MONTHS) AND DUBAI (6 MONTHS)
Why study with us
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Eligibility
BACHELOR’S DEGREE

Admissions Process
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Graduate with an
AUSTRALIAN DEGREE
(AQF Level 9)
Learning Outcomes

Key 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.
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Latest News and Blogs

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Why earning more doesn’t guarantee financial freedom
Abhijit Bhave, MD & CEO of Equirus Wealth, challenged students to rethink what financial success really means. Moving away from salary-focused thinking, he spoke about how priorities shift across life stages and why most financial decisions only make sense when they are tied to clear personal goals.
READ MORE
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Private banking in Dubai: The growing importance of trust and relationships
What defines success in private banking today? A guest session with private banker Ritin Singh Rathore helped students explore how trust, relationships, and evolving client expectations are reshaping wealth management in Dubai.
READ MORE
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Patience, Compounding, and Wealth Creation: Lessons from Federal Bank’s wealth head
Drawing on his experience across the wealth management industry, Virendra Suryabha Somwanshi, Country Head - Wealth Management at Federal Bank, explored what separates successful investors from the rest. Students came away with an understanding of market fundamentals, investor behaviour, and why patience often matters more than prediction when building long-term wealth.
Read More
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Insights on artificial intelligence in wealth management from Rudra Rai (Co-founder - Rupee Review)
The session explored how artificial intelligence is becoming part of everyday wealth management work. Students looked at use cases in research, portfolio analysis, and client reporting, along with how structured prompting improves output quality. The key message was to treat AI as a co-pilot, not a shortcut, with full accountability on the user side.
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Important

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ABOUT US

EXPLORE

CAMPUS

 

CONTACT US

SP Jain School of Global Management, Sydney Campus 15 Carter Street, Lidcombe, NSW, 2141, Australia

Call: +61 28970 6800

© S P Jain School of Global Management

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

© S P Jain School of Global Management

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

© S P Jain School of Global Management

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

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