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.
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: