About
Students who have completed the pre-requisite courses for the Certificate in Personal Banking must now efficiently prepare themselves to write the final exam. Fortunately, by registering for the review component that covers the PFSA and PLM courses, students will not only be purchasing the exam but they’ll also be equipped to write the exam and earn a certificate that meets the demands of a professional personal banker.
The Certificate in Personal Banking Examination component will help students review all of the key material from Personal Financial Services and Personal Lending and Mortgages. This component fulfills the last requirement for students to earn the increasingly relevant Certificate in Personal Banking.
What is the eligibility criteria?
If you have successfully completed the following educational requirements, you are eligible to enrol in the Certificate in Personal Banking:
- Canadian Securities Course (CSC®) or Investment Funds Course (IFC)
- Personal Financial Services Advice (PFSA)
- Personal Lending and Mortgages (PLM)