Wealth Management – Client Management Program (B191)
Apply Now:
Domestic Students
Program Description
Program Overview
Prepare for client-facing roles in the wealth management field with the fully online Wealth Management – Client Management (B191) program.
Full Description
Prepare for a career or advance your current professional path in the wealth management field with the two-semester Wealth Management – Client Management (B191) certificate program. Online evening classes provide a convenient option for working professionals and students with weekday commitments.
Students will develop foundational knowledge of the Canadian wealth management sector, learn basic finance and market fundamentals and explore financial industry structures and communication and sales techniques.
The Centre for Business developed this program in collaboration with industry partners to address the growing demand for customer management professionals in the wealth management field. It will prepare students for career paths in roles that could include client relations specialist, finance clerk and sales support.
Completing this certificate program does not provide an automatic pathway to earning a professional credential or certification from a professional body.
Career & Postgraduate Study Opportunities
Industry
This program addresses demand within the wealth management industry for skilled customer management professionals.
Courses
Required Courses
Semester 1
| Code | Courses | Hours | Fee |
|---|---|---|---|
| FIN 1900 | Foundations of Wealth Management | 42 | $500 |
| FIN 1901 | Finance Fundamentals | 42 | $500 |
Semester 2
| Code | Courses | Hours | Fee |
|---|---|---|---|
| FIN 1904 | Introduction to Client Management | 42 | $500 |
| FIN 1905 | Advanced Client Management | 42 | $500 |
Program Learning Outcomes
The graduate reliably demonstrates the ability to:
1. Build and foster positive collaborative relationships with stakeholders in the wealth management firm as well as clients using professional practices and communication.
2. Complete work according to professional regulations, provincial legislation and ethical standards required by the financial services industry and its regulators.
3. Develop methods to engage customers and elicit referral for new business.
4. Evaluate a personalized strategy for a client using a range of financial products and services.
Tuition & Fees
Domestic Tuition
Additional Costs
* The amount listed is the estimated amount per course starting Fall 2024, and does not include material or ancillary fees. Fees are subject to change for courses starting Fall 2025 and at later dates.
Disclaimer: The information contained in this website is subject to change without notice. It should not be viewed as a representation, offer or warranty. Students are responsible for verifying George Brown College fee requirements.
Admission Requirements
- Post-secondary credential in any field
or
- Mature Student with a minimum of two years of work experience in a business or related field
Applicants who do not meet the above requirements are encouraged to apply and will be reviewed on an individual basis.
How to Apply
Domestic students should apply here.
Contact Us
Information Sessions
Information sessions are held on a regular basis. Come and have your questions answered. Learn about the program content and career options, meet your friendly professors and staff, and experience what it is like to be in a George Brown College classroom. Sign up for an upcoming session.
Domestic Student Admissions
For inquiries about domestic admission requirements, admission deadlines, or the admissions process, please contact the Admissions Office at admissions@georgebrown.ca or visit the Admissions section.
International Student Admissions
Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page.
Fees and Financial Information
For inquiries about OSAP, Bursaries, Scholarships and other financial inquiries, please contact the Financial Aid Office at FinAid@georgebrown.ca or visit the Financial Aid section.
Entry Advising
For advice on the various program options and which program might be best suited for you, make an appointment to see an Entry Advisor. Please review these frequently asked questions.
Centre for Business
For questions regarding programs at the Centre for Business or if you require more information, please do not hesitate to contact us. Our knowledgeable staff are available to assist you.
For general inquiries, please contact the Centre for Business:
Email: business@georgebrown.ca
Phone: (416) 415-5000 ext. 2160
Wealth Management – Financial Operations Management (B191)
For inquiries related to this program (for example, course-specific information), please contact the program co-ordinator.
Leona Tranter, Program Co-ordinator
Email: leona.tranter@georgebrown.ca
Wealth Management – Client Management Program (B191)
Apply Now:
Domestic StudentsProgram Description
Program Overview
Prepare for client-facing roles in the wealth management field with the fully online Wealth Management – Client Management (B191) program.
Full Description
Prepare for a career or advance your current professional path in the wealth management field with the two-semester Wealth Management – Client Management (B191) certificate program. Online evening classes provide a convenient option for working professionals and students with weekday commitments.
Students will develop foundational knowledge of the Canadian wealth management sector, learn basic finance and market fundamentals, and explore financial industry structures and communication and sales techniques.
The Centre for Business developed this program in collaboration with industry partners to address the growing demand for customer management professionals in the wealth management field. It will prepare students for career paths in roles that could include client relations specialist, finance clerk, and sales support.
Completing this certificate program does not provide an automatic pathway to earning a professional credential or certification from a professional body.
Career & Postgraduate Study Opportunities
Industry
This program addresses demand within the wealth management industry for skilled customer management professionals.
Courses
Required Courses
Semester 1
| Course Code | Course Title | Hours | Fee |
|---|---|---|---|
| FIN1900 | Foundations of Wealth Management | 42 | $500 |
| FIN1901 | Finance Fundamentals | 42 | $500 |
Semester 2
| Course Code | Course Title | Hours | Fee |
|---|---|---|---|
| FIN1904 | Introduction to Client Management | 42 | $500 |
| FIN1905 | Advanced Client Management | 42 | $500 |
Program Learning Outcomes
The graduate reliably demonstrates the ability to:
1. Build and foster positive collaborative relationships with stakeholders in the wealth management firm as well as clients using professional practices and communication.
2. Complete work according to professional regulations, provincial legislation and ethical standards required by the financial services industry and its regulators.
3. Develop methods to engage customers and elicit referral for new business.
4. Evaluate a personalized strategy for a client using a range of financial products and services.
Tuition & Fees
Domestic Tuition
Additional Costs
* The amount listed is the estimated amount per course starting Fall 2024, and does not include material or ancillary fees. Fees are subject to change for courses starting Fall 2025 and at later dates.
Disclaimer: The information contained in this website is subject to change without notice. It should not be viewed as a representation, offer or warranty. Students are responsible for verifying George Brown College fee requirements.
Admission Requirements
- Post-secondary credential in any field
or
- Mature student with a minimum of two years of work experience in a business or related field
Applicants who do not meet the above requirements are encouraged to apply and will be reviewed on an individual basis.
How to Apply
Domestic students should apply here.
Contact Us
Information Sessions
Information sessions are held on a regular basis. Come and have your questions answered. Learn about the program content and career options, meet your friendly professors and staff, and experience what it is like to be in a George Brown College classroom. Sign up for an upcoming session.
Domestic Student Admissions
For inquiries about domestic admission requirements, admission deadlines, or the admissions process, please contact the Admissions Office at admissions@georgebrown.ca or visit the Admissions section.
International Student Admissions
Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page.
Fees and Financial Information
For inquiries about OSAP, Bursaries, Scholarships and other financial inquiries, please contact the Financial Aid Office at FinAid@georgebrown.ca or visit the Financial Aid section.
Entry Advising
For advice on the various program options and which program might be best suited for you, make an appointment to see an Entry Advisor. Please review these frequently asked questions.
Centre for Business
For questions regarding programs at the Centre for Business or if you require more information, please do not hesitate to contact us. Our knowledgeable staff are available to assist you.
For general inquiries, please contact the Centre for Business:
Email: business@georgebrown.ca
Phone: (416) 415-5000 ext. 2160
Wealth Management – Financial Operations Management (B191)
For inquiries related to this program (for example, course-specific information), please contact the program co-ordinator.
Leona Tranter, Program Co-ordinator Email: leona.tranter@georgebrown.ca
