Wealth Management – Client Management Program (B191)

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

Career Options

The Wealth Management – Customer Management (B191) certificate program prepares graduates for the roles that could include the following: 

  • Client Relations Specialist 
  • Finance Clerk 
  • Sales Support 

Industry

This program addresses demand within the wealth management industry for skilled customer management professionals. 

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