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Certificate in Personal Banking

In today's highly competitive personal banking space, employees who are committed to superior service and personal development are the ones who excel.


A deeper understanding in investment practices. Skills to establish stronger, more rewarding, client relationships including "relationship selling". A detailed understanding of consumer lending practices and how to best mitigate risk.
Proven approaches to translate customer information into quality advice.

*External Designation Recognitions are subject to CSI's External Designation Recognition policy and fee.

NOTICE – 5 YEAR RULE: The educational path must be completed not more than 5 years prior to application to receive the certificate. If an individual has exceeded the 5 year time line, completion of the highest level requirement in the educational path (or equivalent) will be required prior to being granted the certificate.


  • Personal Banker
  • Personal Banking Representative
  • Consumer Lender

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