CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

What will you learn about?

Aligned with industry competencies and delivered through our interactive online modules, People and Team Management offers a highly effective alternative to classroom study. Specific topics of study include Employee Engagement, Performance Management, Human Resource Management, Designing and Recruiting, Leading Change and Shaping Culture.

Each chapter ends with a learning activity and a case scenario. The case scenario allows you to apply what you learned in the context of a real-world situation.

What is the course syllabus?

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Section 1 - Human Resource Management in Financial Services

Chapter 1 - The People Advantage in Financial Services

Topics covered in this chapter are:

  • People and Performance
  • Trends in Financial Services
  • Becoming Client Centric
  • Building a Partnership
  • Individual Performance
  • Human Resource Management and
    Team Performance

Chapter 2 - Human Resource Planning

Topics covered in this chapter are:

  • Strategic Analysis
  • Linking Strategy to People
  • Human Resource Planning
  • Human Resource Demand
  • Human Resource Supply
  • Balancing Human Resource Supply and Demand
  • Being Proactive

Section 2 - Designing and Recruiting for Roles

Chapter 3 - Designing Roles

Topics covered in this chapter are:

  • Defining the Role or Function
  • Job Design
  • Job Redesign

Chapter 4 - Attracting and Selecting Talent

Topics covered in this chapter are:

  • Global Talent Pool
  • Staffing Delivery
  • Hiring for the Position or the Organization?
  • Recruitment
  • Selection
  • Orientation and Socialization

Section 3 - Employee Engagement

Chapter 5 - Employee Engagement

Topics covered in this chapter are:

  • The Psychological Contract
  • Rewards and Recognition Strategies
  • Financial Rewards and Recognition
  • Non-financial Rewards and Recognition

Chapter 6 - Learning and Development

Topics covered in this chapter are:

  • Career Development
  • Career Anchors
  • Career Development Programs
  • Training Investments and Organizational Performance
  • Training and Development
  • Training the Adult Learner
  • Training Process
  • Transfer of Learning
  • Ensuring Training Success

Chapter 7 - Performance Management

Topics covered in this chapter are:

  • Motivation and Performance
  • Organizational Tools for Performance Management
  • Rating Pitfalls
  • Rating Scale Formats
  • Dealing with Underperformance


Section 4 - Human Resource Management

Chapter 8 - Management Style

Topics covered in this chapter are:

  • Managing
  • Coaching
  • Building High Performing Teams
  • Managing Meetings

Chapter 9 - Leading Change and Shaping Culture

Topics covered in this chapter are:

  • Types of Change
  • Managing Change
  • The Impact of Change
  • What is Organizational Culture?
  • Shaping Organizational Culture

How will you learn?

CSI’s online learning system helps you meet your study goals. You’ll benefit from:

  • Textbook readings available in PDF and printed format
  • Course materials accessed through your computer or laptop
  • Learning objectives that help you to keep the learning focused
  • Online activities that include review questions for each chapter to help you assess your progress
  • Online assistance from CSI’s academic support specialists

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