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Identifying a Private Client's Corporate Banking Needs (ICCB)



As of January 2nd, 2020 this course will no longer be available for sale.

Learn to use a holisitic approach to discovering the needs of your wealthy clients

High-net-worth clients have complex financial planning issues for which they need expert guidance. To understand these clients’ needs and objectives, wealth managers should examine their complete financial situation using a holistic, consultative approach.

The Identifying a Private Client's Corporate Banking Needs course provides learners on how to get clients or potential clients to talk about themselves and reveal valuable insights. By asking the right questions and consulting with their clients, rather than focusing on selling products, the  advisor is able to discover the client’s true needs and objectives. Ultimately, using such a holistic approach, they should be able to manage a team of professionals who can help address the client’s needs and objectives with tailored wealth management solutions.


Identifying a Private Client's Corporate Banking Needs  offers three hours of PD CE.

Learners who complete the course will be able to work with their high-net-worth clients to discover their personal life-style choices, business priorities, financial resources and behavioral biases. Thus informed, they will be able to provide ongoing advice, financial planning services and financial products to nurture prosperity and security through their clients’ life stages.

Who Should Enrol

Identifying a Private Client's Corporate Banking Needs is designed for financial service providers who specialize in wealth management for high-net-worth earners. It is recommended for the professional development of investment advisors, financial planners, private bankers, wealth managers and managers of financial planning. It is suitable for both retail and institutional registrants.

What You will learn:

The following topics are covered in the course:

  • Identifying your clients’ needs, including their treasury management needs 
  • Cash management products 
  • Financial markets risk management 
  • Foreign exchange risk management
  • Currency risk  management
  • Interest rate risk management
  • Trade finance
  • Lending strategies
  • Types of conversation drivers