Our group is committed, in Italy and abroad, to providing basic financial education to its customers and implementing financial inclusion projects, especially with regards to disadvantaged groups and those at risk of exclusion. The model we’ve adopted is based on the dissemination of simple and clear information on products and services. Each group company constructs their projects based on their own reference market.


Crescere che impresa!

We are a Junior Achievement Italia partner in the development and implementation of Crescere che impresa!, a three-year educational programme for business learning and financial literacy aimed at young people between the ages of 11 and 14 years, targeted at equipping the young generations with the tools, knowledge and soft skills to realise their future.
The project makes provision for the active involvement of group managers who, as “company experts”, assist teachers of middle and high schools in lessons on subjects related to the economy, entrepreneurship and personal finance.
In 2019, the second edition of the programme focussed on schools in some poor areas of Puglia, Sicily, Tuscany, Liguria, Lombardy and was enriched with some new features:

  • use of a digital platform on which to upload all useful materials (class lessons, educational kit for the class and family activity kit);
  • creation of e-learning modules to support volunteers and teachers (on-line information section on the programme, preparation of class lesson, development of community of JA volunteers and teachers);
  • development of JALab learning labs, including a free workshop for raising the awareness of young people and parents of the programme.

The three-year targets of the project were reached in full

Year Students Volunteers MB Group Classes Regions Provinces Municipalities
2018/2019 8,809 47 385 14 37 55
Ist semester
11,846 48 420 16 47 76
2019/20 total1 17,909 67 695 16 51 83

During the emergency period due to the Coronavirus which has left thousands of people at home, the Mediobanca group and Junior Achievement Italia have joined forces to help and support families, providing them with tools to help smaller children to understand and deal with this difficult situation. In particular, we have made Family Activities accessible via a simple click, a fundamental element of the business education Crescere che Impresa! programme targeted at middle schools.  

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NEETS Programme

The training programme, provided by the Madrid branch in partnership with Junior Achievement España, is aimed at students between 15 and 17 years old of upper secondary schools of the Istituto IES Barrio de Bilbao, with the objective of promoting education, including financial education, as a tool for personal and professional development. Mediobanca personnel also participate in this project, actively taking lessons alongside JA.

Mediobanca Private Banking

Mediobanca Private Banking carries out constant financial training of its customers with the goal of increasing awareness and knowledge of the products and services that are offered. It also organises training events in the local area dedicated to important issues like taxation, generational transition and new investment tools.



With the support of ADEIMF (Association of University Teachers of Economics of Markets and Financial Intermediaries) and Assofin (Italian Association of Consumer Credit and Mortgage Lending), Compass has created some financial education courses in video clips published on the website, which clearly illustrate some financial concepts in both the world of savings and credit.


Compagnie Monégasque de Banque

The Women and finance Academy  is continuing successfully, the financial literacy programme dedicated to women to strengthen their decision-making independence in asset management and investments.
Compagnie Monégasque de Banque also targets young people: in collaboration with the International School of Monaco, CMB has developed the First Investment Academy, an educational programme which aims to introduce upper secondary school students to the world of finance, by providing them with tools and basic knowledge for managing their investments.




CheBanca! has always guaranteed access to financial products and services to all current and potential customers, including the disabled, disqualified persons subject to guardianship, visually impaired people and/or those unable to sign because of physical problems.



The contribution to financial inclusion and accessibility by Compass concentrates on socially disadvantaged categories, who are guaranteed subsidised conditions with the exemption of opening and closing fees and payment of stamp duty. Customers affected by catastrophic events (earthquake, flood, etc.) also fall under this commitment, for whom payments of loan and mortgage instalments are suspended.


Mediobanca SGR

In April 2016, Mediobanca SGR launched the second Mediobanca Fondo per le Imprese 2.0, which helps finance domestic small and medium companies in difficulty to implement their medium-term development and growth plans. As of today, the fund has raised a total of €105 million, and has already made 5 investments for approximately €40 million.


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