Help clients make the right credit and mortgage decisions with confidence this mortgage season and beyond with the Personal Lending and Mortgages (PLM) course. The PLM is a short online course that will equip you with the technical knowledge and skills you need to answer questions from demanding clients. You will be able to clear up common mortgage misunderstandings and help your clients make the right decisions based on their unique needs and goals.
Get ready for the mortgage season and get an edge over your peers with the PLM. Take advantage of a 10% discount on your course fees until April 30, 2021.
PLM
Online version
with Printed Textbook
Includes:
- Online, Interactive Version
- Hard Copy Textbook
What You’ll Learn
- Prepare for and conduct effective client interviews
- Calculate the cost of borrowing for clients
- Complete mortgage disbursement and documentation requirements
- Confidently answer clients’ questions on advanced mortgage topics
- Recommend consumer credit and mortgage products including creditor insurance
- Distinguish among various types of mortgage loans
- Progress on the path to advanced CSI certifications including the Certificate in Personal Banking
Path To Prestigious CSI Credentials
Completing the PLM course puts you one step closer to earning the Certificate in Personal Banking—CSI’s industry-leading credential. Here’s your learning path:
This exclusive offer is only available by selecting one of the packages on this page. CSI reserves the right to change, amend, modify, suspend, extend or terminate all or any part of this offer at any time without notice. Corporate discounts are not applicable in conjunction with this promotion. This promotion cannot be combined with any other discounts or offers.