Centre for Business Wealth Management Online Information Session

Mon Jun 24 2024 at 01:30 pm to 02:30 pm

Online | Online

Centre for Business
Publisher/HostCentre for Business
Centre for Business Wealth Management Online Information Session
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Join us to learn about our new Wealth Management Certificate Program!
About this Event

Join us online to learn about our new Wealth Management Certificate Program!

GBC's Centre for Business online Wealth Management program was developed with industry subject-matter experts to address the growing demands for administrative and operational wealth management professionals.  

Students will be provided with foundational knowledge of the Canadian wealth management sector, including corporate culture and ethics, operations, compliance, client relations, goal setting, and risk tolerance. Students will also be introduced to basic finance and market fundamentals, including the regulatory environment in Canada, economics, securities, company analysis, and financing.    

This program was developed in collaboration with industry leaders Gerald Connor, Founder of Cumberland Private Wealth Management and Ali Zahedi, CEO of Infinite Investment Systems Ltd., and is tailored to empower your employees with the skills and knowledge they need to excel in operational or administrative roles within the wealth management field. From mastering compliance frameworks to enhancing client relations, our comprehensive curriculum ensures that your team is well-prepared to meet the evolving needs of your firm and its clients. 

Visit our program page HERE.


Please note that this session is ONLINE via Zoom.


FAQ

How long will this online information session be?

  • Your session will last approximately 1 hour.


Where will the session be held?

  • The session will be held online via Zoom.


Who do I contact if I have more questions?

  • Hopefully we’ll be able to answer most of your questions during your session, but you can always get in touch with us at [email protected]


Who do I contact if I have questions about George Brown?

  • You can always connect with the George Brown contact centre at 416.415-2000 (Mon - Thurs, 8:00 AM - 6:30 PM, or Fridays, 8:00 AM - 4:30 PM)


What if I require accommodation?

  • If you require any accommodation, please let us know at [email protected] when you register.
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Event Venue

Online

Tickets

CAD 0.00

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