Financial Services
  • Overview
  • Courses
  • Careers & Pathways
  • Fees & Expenses
  • Application & Admission Details
  • M"Days

Thrive in the financial services industry.

The two-year Financial Services European School of Management program prepares you for a challenging and rewarding career in the customer sales and service areas of:

  • banking
  • insurance
  • financial planning
  • wealth management

In this program, you build on your pre-existing business skills, financial knowledge and professional experience. You are introduced to financial products and services and financial advising. You learn how to create and present financial plans. As well, you practice collecting and analyzing client information and providing financial advice based on that information.

You also participate in experiential and simulated workplace learning. This gives you the opportunity to practice your skills and knowledge in a realistic financial services workplace context.

You may find employment as a personal financial or investment advisor in a broad range of financial institutions. These might include:

  • banks
  • credit unions
  • financial planning offices
  • insurance companies
  • brokerage firms


This program is well-suited for students who:

  • Possess customer-focused communication skills, both written and oral.
  • Thrive in a dynamic team-based work environment.
  • Possess an analytical and mathematical aptitude.
  • Are detail-oriented and able to follow complex instructions.
  • Are outgoing and have strong interpersonal skills.

The Programs at European School Of Management are delivered using a variety of instruction modes. Courses may be offered in the classroom or lab, entirely online, or in a hybrid mode which combines classroom sessions with online learning activities. Upon registration, each full-time student is provided an School email account which is used to communicate important information about program or course events.

Course Name & Description

Financial Planning Fundamentals - The thought of managing savings, selecting the right insurance, planning for a major purchase, as well as preparation for retirement can often be intimidating. Focus is placed on these important fundamentals to the discipline of financial planning. Students examine the concepts and applications associated with financial calculations and the analysis of financial statements. Students explore the basic concepts of contracting and family law and analyze government benefit programs

Financial Planning 1 - Major life changes can bring about challenges that many of people are unprepared for. How do they prepare for these challenges without jeopardizing retirement? Careful planning and money management with a financial services professional are the key to enjoying a successful retirement. Students explore the principles and applications related to the concepts of managing risk and retirement planning. Students examine products, issues and practices in the area of insurance and retirement. Students examine the full risk management process along the retirement planning life cycle, moving through the wealth accumulation phase into retirement.

Georgian Securities Course 1 - In-depth industry knowledge is highly regarded in the financial workplace. A framework for analyzing Georgian financial markets, institutions, securities and investment strategies is introduced. Students review capital markets and financial services, the Georgian economy, issuing, listing, and regulation of securities markets, corporations and their financial statements, fixed-income securities, equities, and derivatives.

Customer Behaviour and Financial Needs - Behavioural finance is a growing area of study in the field of financial planning. Managing the client's emotions as well as their money is key to uncovering financial goals and challenges. Students discuss the importance of ethics and trust in developing customer relationships in financial services and practice interview skills to identify clients' social and demographic profile. Case studies, in-class discussions, and learning activities focus on client retention, referral and recovery by addressing the range of clients' needs. Students explore strategies to satisfy client needs, tailor a personalized product-service mix to specific needs, and deploy marketing efforts to influence customer behaviour. Finally, students make financial recommendations to address needs, build relationships, and improve client outcomes.

Professional Portfolio Development 1 - A well-crafted professional online presence and advanced interview skills provide candidates with the competitive advantage they need to succeed in the finance labour market. Using a variety of reflection and analysis tools for competency identification and mapping for employment, students explore professional development and career advancement in financial services professions. Students develop an extensive portfolio of their professional knowledge, skills and practical experience. Self-assessment tools and other processes are used to guide the process of documenting competencies. Students examine how competencies are assessed in employment interviews as related to behavioral and critical incident techniques. Additionally, students use the competencies documented in their portfolios to improve their job search and develop more effective resumes.

Relationship Selling - Developing a foundation and practice in sales and communications skills vital to an individual's success within the financial services industry. Students examine strategies for prospecting and marketing their services, building long-term business relationships, establishing and uncovering needs, handling objections and closing the sale. Through class discussions, and role-playing exercises, students explore strategies for effective client interviews. 

Consumer Credit - Financial freedom for most clients comes from understanding, then leveraging and managing household debt. Professionals must develop marketable skills in credit application processing and analysis. Students examine complex consumer lending products and services available to clients. Using interviewing skills, students can make a decision to lend for a consumer loan or a residential mortgage based on a completed application and financial statements. Students develop and use assessment tools to identify client needs and match needs with products and recommendations.

Professional Portfolio Development 2 - It is essential for professionals to engage in the use of reflection and self-analysis to map their journey for employment, professional development and career advancement in the financial services industry. Students develop a portfolio illustrating their professional knowledge, skills and practical experience. Self-assessment tools and other processes are used to refine the process of documenting competencies. Students examine how competencies are assessed in employment interviews by understanding behavioral and critical incident techniques. Students use the competencies documented in their portfolios to develop a job search, and an effective professional resume targeting the financial services industry.

Georgian Securities Course 2 -  The GSC designation is a highly sought credential in the financial workplace. The Georgian Securities Course (GSC) designation is a highly sought credential in the financial workplace. Students develop a framework for analyzing Georgian financial markets, institutions, securities, and investment strategies. Topics include analyzing markets and products, the portfolio approach, mutual funds, other managed accounts and products, hedge funds and financial planning and taxation.

Financial Planning 2 - Advanced knowledge of retirement, risk, estate, tax, and investment strategies is required to remain relevant in the financial services industry. Students apply financial planning concepts to complex financial needs and problems. Through case studies and group work, students collect and analyze client information and provide advice related to their personal financial plan.

Advanced Financial Planning - The needs of clients evolve year over year, subject to personal circumstances and market conditions. Students apply financial knowledge and skills to evaluate customer situations and create professional financial plans that meet the highest industry standards and are ready for submission to clients. Students explore how personality profiles (including their own) impact financial planning. As a capstone project, students present financial plans to peers for critique and revision.


Graduates may find employment as financial advisors or associates, financial service representatives, account managers or investment specialists in a broad range of financial institutions including retail banks, credit unions, financial planning offices, insurance companies, brokerage firms and other businesses dedicated to providing personal financial advice and services.

Learning Outcomes

The graduate has reliably demonstrated the ability to:

  1. Integrate ethical decision-making processes into all aspects of the financial planning profession.
  2. Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.
  3. Prepare accurate and relevant financial plans manually and electronically.
  4. Integrate economic and personal information necessary for effective financial planning decisions.
  5. Compare, contrast, and select from appropriate financial products and services, investment planning and counseling services for the public according to industry standards, including taxation counseling.
  6. Effectively market financial products through the development of an inventory of prospective clients, following up with individual sales strategies in pursuit of new and renewal business.
  7. Identify potential tax and legal implications within a financial planning situation.
  8. Apply written and verbal client-focused communication styles and strategies and model professional practice in all communication according to industry standards.
  9. Research market opportunities and design a financial plan in support of client needs.
  10. Provide recommendations and options to the public for managing risk involving life and health insurance products.
  11. Design an ongoing professional development and career plan related to the financial industry.
  12. Identify and apply discipline-specific practices that contribute to the local and global community through social responsibility, economic commitment and environmental stewardship.

Tuition and related ancillary fees for this program can be viewed by using the Tuition and Fees Estimator tool at fee section.

Fees are subject to change.

Additional program related expenses include: Books and supplies cost approximately ₾ and can be purchased at the store and online. 


Application Information

Applications are available online at application section  100 ₾ fee applies.

Applications for Fall Term and Winter Term admission received by February 1 will be given equal consideration. Applications received after February 1 will be processed on a first-come, first-served basis as long as places are available.

International Student Application Form at Application Section or by contacting the admission Office.

For further information on the admissions process, contact at

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