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People and Team Management (PTM)


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Aligned with industry competencies and delivered through our  interactive online modules, People and Team Management offers a highly effective alternative to classroom study. Specific topics of study include Employee Engagement, Performance Management, Human Resource Management, Designing and Recruiting, Leading Change and Shaping Culture.
Each chapter ends with a learning activity and a case scenario. The case scenario allows you to apply what you learned in the context of a real-world situation.
The following topics will be covered in the course:

Section 1: Human Resource Management in Financial Services

  • The People Advantage in Financial Services
  • Human Resource Planning

Section 2: Designing and Recruiting for Roles

  • Designing Roles
  • Attracting and Selecting Talent

Section 3: Employee Engagement and Performance

  • Employee Engagement
  • Learning and Development
  • Performance Management

Section 4: Human Resource Management

  • Management Style
  • Leading Change and Shaping Culture
Approximate Hours of Study**
Hours of Study 30 - 35 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.

Section I - Human Resource Management in Financial Services 11%
Section II - Designing and Recruiting for Roles 13%
Section III - Employee Engagement and Performance 56%
Section IV - Human Resource Management 20%
Exams 1
Exam Format Online Test
Exam Duration 90 Minutes
Question Format Multiple Choice
Questions Per Exam 55
Attempts Allowed Per Exam 2
Passing Grade 60%
Assignments None
Enrolment Period 6 months

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
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Quebec (IQPF/CSF)
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Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.