Certificate in Personal Banking Examination (CPBE)

A thorough review of the material covered in the PFSA and PLM courses will give students the refresher needed to successfully pass the final proctored exam and earn their Certificate in Personal Banking. The knowledge gained will enable students to provide skills and knowledge that reflect today’s client-focused industry practices.

What will you learn about?

• Synthesize customer information to provide quality advice
• Identify strategies for satisfying clients� investing, borrowing needs, goals and objectives
• Proactively develop internal and external relationships
• Uncover the needs, goals, and objectives of a small business
• 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

After overcoming this final hurdle to earn the Certificate in Personal Banking students will have the credibility that is essential to move ahead in their careers. This certificate provides a unique combination of knowledge in mutual funds licensing, investing, lending, and mortgages. Completion of the certificate will serve as a testament to your proficiency as a personal banker.  

In this component, students will have access to the 2 courses that make up the Certificate in Personal Banking (Personal Financial Service Advice (PFSA) and Personal Lending and Mortgage (PLM)). This provides the student with a review of prior course materials (not including online tests) in order to study for and schedule their final proctored examination.

What is the CPBE exam structure?

What is the CPBE exam weighting?