At A Glance
A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
At A Glance
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
At A Glance
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
At A Glance
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
At A Glance
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
At A Glance
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
At A Glance
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
At A Glance
At A Glance
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
At A Glance
Meet the highest standards of experience and education for financial professionals with CSI certificates, designations & fellowship.
At A Glance
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
At A Glance
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
At A Glance
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
At A Glance
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
At A Glance
At A Glance
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
At A Glance
A training program for new registrants that reinforces core competencies and elevates job readiness.
At A Glance
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
At A Glance
CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
At A Glance
The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
At A Glance
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Some users may be experiencing difficulties accessing the platform due to a recent authentication update. Our teams are actively investigating this issue as a top priority, and we are committed to restoring full service as quickly as possible. Thank you for your patience and understanding.
Home > Learning > Certificate Pathways > Certificate In Banking Management (CBM)
The Certificate in Banking Management equips the bank manager to be able to guide and lead staff, develop and meet sales initiatives and, implement corporate and regulatory requirements. Using knowledge of the industry and ethical and moral behavior, a bank manager will have the knowledge to successfully deal with and carry out day-to-day interactions with clients and business associates. You will develop a business owner mindset that will equip you with the right skills to think critically, manage risk, and build and maintain a highly-engaged team.