George Brown Polytechnic is located on the traditional territory of the Mississaugas of the Credit First Nation and other Indigenous peoples who have lived here over time. We are grateful to share this land as treaty people who learn, work and live in the community with each other.
Wealth Management – Client Management
(B191)
Program Details
Online- Program Code: B191
- Credential: Certificate of Completion
- Duration: 1 year (2 semesters)
- Method of Study: Online
- Starting Months: January
- Domestic Tuition: $500.00* per course
- Spring 2026 Delivery: Not Available
Program Availability
| Semester | Domestic | International |
|---|---|---|
| Fall 2025 | Not Available | Not Available |
| Winter 2026 | Open | Not Available |
| Spring 2026 | Not Available | Not Available |
- PGWP Eligible: No
Get answers to your questions
Book info sessionProgram 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
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 |
Course Outline URL
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
$500.00* per course
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.
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
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
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
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 |
Course Outline URL
Tuition & Fees
Domestic Tuition
$500.00* per course
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.
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.
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.
Contact Us
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