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At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

Personal Lending and Mortgages (PLM)

One of the best ways to advance your career in financial services is through specialization. Go beyond basic knowledge and provide credit and mortgage advice at an expert level with the PLM. Stand out with clients by providing truly insightful service, and stand out with managers by consistently submitting thorough and accurate mortgage applications.

WHAT SKILLS WILL YOU DEVELOP?

Skills to best prepare and conduct effective client interviews A greater ability to conduct credit investigations and assessments A deeper understanding of both standard and advanced mortgage products and how to match these products to the needs of your clients
A level of expertise that sets you apart from your colleagues and builds greater trust with the clients you serve

WHAT CAREERS CAN THIS COURSE LEAD TO?

  • Mortgage Specialist
  • Mortgage Broker
  • Lending Manager
  • Account Manager
  • Branch Manager