Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Building Relationships with Small Business Clients (BRSB)


Financial advisors in today's tough marketplace have faced many challenges in fulfilling the specialized needs of small business owners. The common belief of small business owners is that advisors fail to understand the operating environment and conditions that owners are functioning within.

The Building Relationships with Small Business Clients course will help advisors better understand the challenges small business owners face and provide essential relationship building skills to effectively serve their clients.

Leads to Certificate

This course fulfills one of the requirements towards earning the Certificate in Small Business Banking.

Who Should Enrol

You should enrol in this course if you currently are, or aspire to be a Small Business Advisor, Small Business Account Manager or Branch Manager.

Course leads to the following credential:

Certificate in Small Business Banking