What is the Certificate in Personal Banking?

The Certificate in Personal Banking provides comprehensive knowledge and skills in personal banking, including mutual fund and investment advice knowledge and capabilities, relationship building skills, understanding of consumer lending and ability to mitigate risk. It also ensures you meet the professional standards to be effective and credible to serve your clients as a trusted financial advisor.

What skills will you develop?

  • In-depth understanding of investment practices
  • Synthesize customer information to provide quality advice
  • Identify strategies for satisfying clients investing, borrowing needs, goals and objectives
  • Build positive and profitable relationships through communication, trust and credibility
  • Establish a loyal client base through superior performance and service
  • Hone relationship selling skills
  • Identify and actively minimize risk

What is the path to the Certificate in Personal Banking?

External Designation Recognitions are subject to CSI’s External Designation Recognition policy and fee.

Who should enrol?

  • Tellers/customer service/financial service representatives who want to advance their careers and assume larger responsibilities
  • Retail banking professionals
  • Newly promoted individuals entering their first sales roles
  • Retail banking advisors seeking to strengthen their knowledge of lending and mortgages