Investment Advisory

Second-cycle studies
1.5 years, 3 semesters

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What you will learn?

Master’s degree program in Investment Advisory is designed for those who wish to acquire specialized knowledge and learn advanced tools necessary for investing in financial markets, managing investment portfolios, and developing capital allocation skills.

During the program, you will:

• deepen your knowledge of finance, economics, accounting, and investments as sources of information for making investment decisions,

• learn to analyze complex organizational situations and develop solutions for effective investment advisory, including portfolio management and investments in capital, money, currency, and commodity markets as well as alternative investment sources,

• get to know advanced models and theories essential for successful investing in financial markets,

• learn how to identify, analyze, and manage both traditional and alternative financial instruments in practice,

• understand the role of investment advisory in financial institutions and corporations,

• work with real-time data, enhancing your analytical skills and expanding your understanding of financial markets and their interdependencies.

Your skills

This program prepares you for roles where making informed investment decisions is essential. Throughout your studies:

• you will learn practical methods for making investment decisions,

• develop skills in formulating hypotheses, conducting analyses, and drawing conclusions—useful in project-based, research, and advisory work,

• master modern digital and communication tools that support data analysis, collaboration, and process management in investment advisory,

• learn how to synthesize complex information into clear, professional reports and presentations tailored to different audiences—from team members to executive boards,

• build competencies to work in expert teams—across treasury, financial management, consulting, research and analysis departments, corporate and investment banking, corporate governance, investment divisions, or corporate client services; perhaps even creating your own investment fund one day,

• gain leadership skills and the ability to manage project teams.

This is a program for ambitious individuals seeking to deepen their knowledge of investment decision-making in both financial and non-financial institutions.

Strong points of the program

The program responds to the current needs of the job market.
You will learn from lecturers who are also practitioners, professionally working in financial institutions.
You will benefit from up-to-date knowledge — the curriculum is based on international research, trend analyses, and collaboration with business partners.
You will work in a practical way — on real case studies, using IT tools.
You will co-create an environment that is constantly evolving, open to innovation, and focused on collaboration with the business sector.
You will acquire skills that will prepare you for careers in investment funds, banks, insurance institutions, brokerage houses, pension funds, consulting firms, leasing companies, and corporate finance departments — both in domestic and international organizations.
You will also prepare for obtaining prestigious professional certifications such as Investment Advisor, Stockbroker, CFA, CIIA, PRM, CAIA, and FRM.

Who should study Investment Advisory

For those who want to deepen their expert knowledge in the area of financial market investments.
For individuals seeking to specialize in selected areas of financial market investments.
For candidates aiming to grow as professionals in the financial sector and corporate finance departments.
For those planning to obtain recognized professional certifications such as Investment Advisor, Stockbroker, CFA, CIIA, PRM, CAIA, or FRM.
For forward-thinking individuals — looking for practical preparation for careers in treasury departments, financial management, consulting, financial institution departments, risk management, analysis and research, corporate and investment banking, corporate governance divisions, investment units, or corporate client departments — and maybe even to start their own investment fund one day.
For candidates open to growth and technology — ready to shape best practices in the field of investment advisory.
For graduates of various disciplines — who want to gain expertise in a clearly defined area of investment decision-making.
For those seeking practical, focused, and career-oriented knowledge.

Career paths and opportunities after graduation

Master’s studies in Investment Advisory at the Faculty of Management, University of Warsaw are the next step for those who want to grow in the crucial area of making investment decisions in both financial and non-financial institutions.

• Broad career opportunities in the constantly evolving financial sector and in corporate finance departments.

• Investment decision-making roles in banks, investment funds, pension funds, insurance companies, brokerage houses, consulting firms, leasing companies, and corporate finance divisions — our graduates work in numerous institutions both in Poland and abroad.

• Expert and managerial positions — including manager, team leader, financial analyst, expert, or advisor.

• Preparation for prestigious professional qualifications and certifications, such as Investment Advisor, Stockbroker, CFA, CIIA, PRM, CAIA, and FRM.

• Opportunities for further development — including postgraduate studies, MBA programs, and PhD studies in Poland and abroad.

Admission Criteria

Candidates will take a written entrance exam in the form of a single-choice test, covering topics in economics, financial and managerial accounting, and finance.
The maximum number of points available is 50. The qualification threshold is 25 points.

Internet Candidate Registration (IRK)

Contact with the Recruitment Office

E-mail: rekrutacja@wz.uw.edu.pl – for candidates from Poland

admissions@wz.uw.edu.pl – for international candidates

Recruitment Schedule for Studies in the 2025/2026 Academic Year

• Registration in the IRK system: June 5, 2025 – July 9, 2025
• Payment of the application fee: June 5, 2025 – July 10, 2025
• Entrance exam – July 16, 2025 (online exam via the campus-recruitment platform)
• Announcement of results: July 22, 2025
• Submission of documents by admitted candidates: July 23–25, 2025.
  If there are any shifts on the reserve list, additional two-day submission periods will be posted on the Candidate’s individual account in the IRK system.

Fees

Application fee (including payments made from abroad)

Fee for issuing a student ID card (ELS)

Required Documents

List of documents to be submitted in paper form if admitted to the program.