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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.

Note: This program is accredited by the Commission for Academic Accreditation (CAA) of the UAE’s Ministry of Higher Education and Scientific Research (MOHESR)  

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

Program

OVERVIEW

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Program Duration
12-MONTH FULL-TIME
POSTGRADUATE PROGRAM

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Study Format and Location
STUDY ON-CAMPUS IN MUMBAI (6 MONTHS) AND DUBAI (6 MONTHS)
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Eligibility
BACHELOR’S DEGREE

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Graduate with an
AUSTRALIAN DEGREE
(AQF Level 9)

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

Abhijit-Bhave-MD-CEO-Equirus-Wealth-holds-a-lecture-for-SP-Jain-MFWM-students-2
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.
Ritin-Singh-Rathore-private-banker-Rothschild-Co-holds-a-lecture-for-SP-Jain-MFWM-students-1
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.
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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.
Rudra-Rai-co-founder-Rupee-Review-holds-a-lecture-for-SP-Jain-MFWM-students-1
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.

Important

DATES & EVENTS

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FREQUENTLY ASKED QUESTIONS

All applicants (domestic and international) must hold an undergraduate degree from a recognised university or approved tertiary institution in commerce, finance, business, mathematics, or another quantitative discipline. Additional requirements, including English language criteria where applicable, are listed on the MFWM Admissions page.

The Master of Applied Finance and Wealth Management at SP Jain Global is a 12-month, full-time postgraduate degree. You will study on campus across two global cities, spending six months in Mumbai and six months in Dubai. This format provides both strong academic depth and valuable international exposure within a single year.

Tuition fees and visa costs may vary for each intake. For the most accurate and updated details, please refer to the MFWM Fees page, where you will find the full breakdown.

Yes. SP Jain School of Global Management offers merit-based scholarships to selected candidates applying for the MFWM degree. These are awarded by the admissions team based on academic performance and overall profile. You can find complete details on the MFWM Scholarships page.

Yes, project-based learning is a key part of the MFWM program structure. In Term 1, you will undertake applied research to explore a finance-related topic in depth. In Term 2, you will complete a live capstone industry project where you apply your knowledge to real business or investment challenges in collaboration with a company in Dubai.
Throughout the year, you will also work on case studies, simulations, and collaborative assignments, ensuring you graduate with practical experience in analysing investments and developing strategies, not just theoretical knowledge.

Financial markets evolve constantly, and the curriculum is designed to keep pace. Along with core finance subjects, the program covers areas such as behavioural finance, data-driven analysis, and emerging trends in wealth management.
You will also complete applied research in the first term and a capstone industry project in the second term. By combining strong fundamentals with current industry themes, the program stays closely aligned with market realities and professional practice rather than remaining purely theoretical.

The program builds strong expertise in investment analysis, portfolio management, insurance planning, and macroeconomic evaluation. These are important skills required for careers in asset and fund management.
You also learn to assess fund performance, make strategic asset allocation decisions, and align investment strategies with client objectives. The combination of academic rigour and applied learning prepares you to step into professional roles with confidence.

SP Jain School of Global Management has dedicated Career Services teams in Singapore, Dubai, and Sydney. These teams provide career guidance, professional development support, and access to relevant job opportunities, helping you prepare for roles in finance and wealth management.

After completing the degree, you will be prepared for careers across finance, investment, and wealth management. Possible roles include Wealth Manager, Investment Manager, Financial Planner, Private Banker, Portfolio Manager, Estate Planner, Relationship Manager, Risk Analyst, and Compliance Officer.
For more details, please refer to the Why SP Jain page.

The application process and required documents are explained step-by-step on the MFWM Admissions page. This page will guide you through everything—from submitting your application to preparing for the next stages.