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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

Moody's Certificate in Banking Management (CBM)


Today’s branch environment is under increasing pressures due to the rise of non-traditional competitors and the adoption of technology-driven banking alternatives. Yet the branches remain key drivers of a bank’s performance and a critical platform to deliver its products and services. For branches to continue to meet performance expectations, a new era of highly-capable and forward-looking managers are needed – ones that treat the bank’s business as their own.

Take your management skills - and your career - to the next level by attaining the Certificate in Banking Management. 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. 

You will develop:

A sharper business owner's mindset to develop business opportunities and increase revenue Management techniques to engage and develop employees The ability to implement and maintain corporate and regulatory requirements
The knowledge and tools to create and implement a sound business development plan to achieve maximum sales volume.

Learning Pathway

Bank management fundamentals MPeople and team management Business Development PLanning - Bank Management Branch Compliance officer's course

Builds Capabilities for the Following Roles:

  • Branch Manager
  • Assistant Branch Manager
  • Specialist Manager or Department Manager
  • Team Lead

Attaining this certificate in combination with any other specialized certificate or designation such as the PFP or Certificate in Small Business Banking opens doors for you to manage other professionals in your chosen specialty.