Click this button to login to my csi Click this button to logout of my csi Click this button to get our contact information Français A A A Click this button to access your shopping cart 0
Welcome
Access Online Courses
To search CSI please enter your search query and press this button
Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu
  1. ABOUT CSI

    1. CORPORATE PROFILE

      1. About CSI
      2. Media Room
      3. Partners
    2. CAREERS

      1. Opportunities
    3. RESOURCES

      1. Webinar Series
      2. Resources Hub
      3. CSI Podium
    4. LEARNING SOLUTIONS

      1. Licensing Courses
      2. Designations
      3. Post-Secondary Students
      4. Newcomers To Canada
      5. Corporate Solutions
    5. Insiders Guide
    6. FacebookTwitterlinkedinyouTube
  2. THE CSC & IFC

    1. CSC®

      1. About the CSC®
      2. Careemap / Job Finder Tool
      3. Enrol Now
      4. CSC® Review Webinars
    2. IFC

      1. About the IFC
      2. Enrol Now
    3. ARE YOU:

    4. Visit the CSI Career Map
    5. CSI Career map
  3. OUR COURSES

    1. AREAS

      1. Retail Banking
      2. Financial Planning and Insurance
      3. Investment Management
        and Trading
      4. Wealth Management & Private Banking
      5. Business Banking
      6. Leadership, Management & Compliance
    2. CE COURSES

      1. Online
      2. CE Finder Tool
      3. CE Tracker Tool
      4. CE Credits
        National/Provincial
    3. STUDY TOOLS

      1. Bundle & Save
    4. PREVIOUSLY OFFERED PRODUCTS

      1. Previously Offered Courses
      2. Previously Granted Credentials
    5. CERTIFICATION EXAMS

      1. Apply Here
      2. Frames
    6. our complete course cataloge
    7. Insiders Guide
    8. Bundle and Save with the CSC
  4. DESIGNATIONS & CREDENTIALS

    1. BUSINESS BANKING

      1. Certificate in Commercial Credit
      2. Certificate in Small Business Banking
    2. FINANCIAL PLANNING

      1. Certificate in Advanced Mutual Funds Advice
      2. Certificate in Advanced Financial Advice
      3. Certificate in Financial Services Advice
      4. Certificate in Personal Banking
      5. Personal Financial Planner (PFP®) designation
    3. INVESTMENT MANAGEMENT & TRADING

      1. Certificate in Advanced Investment Advice
      2. Certificate in Advanced Mutual Funds Advice
      3. Certificate in Derivatives Market Strategies
      4. Certificate in Equity Trading and Sales
      5. Certificate in Fixed Income Trading and Sales
      6. Certificate in Investment Dealer Compliance
      7. Certificate in Technical Analysis
      8. Chartered Investment Manager (CIM)® designation
      9. Fellow of CSI (FCSI®)
    4. LEADERSHIP, MANAGEMENT & COMPLIANCE

      1. Certificate in Banking Management
      2. Certificate in Investment Dealer Compliance
      3. Fellow of CSI (FCSI®)
    5. RETAIL BANKING

      1. Certificate in Banking Management
      2. Certificate in Financial Services Advice
      3. Certificate in Personal Banking
      4. Personal Financial Planner (PFP®) designation
    6. WEALTH MANAGEMENT

      1. Certificate in Advanced Investment Advice
      2. Certificate in Estate Planning and Trust Strategy
      3. Certificate in Retirement Strategy
      4. Certified International Wealth Manager (CIWM) designation
      5. MTI – Estate and Trust Professional®
  5. CORPORATE SOLUTIONS
      1. Home
      2. How We Work
      3. Specialisation
      4. Meet the Team
    1. Client Focused Reforms
  6. SUPPORT & EXAMS

    1. NEW STUDENTS

      1. Career Map & Job Finder Tool
      2. New Student Orientation
      3. Bundle & Save on Study Tools
    2. CURRENT STUDENTS

      1. All About Exams
      2. CSI Student Policies
      3. Accessibility Policies
    3. ADDITIONAL INFORMATION

      1. FAQs
      2. Fees
      3. Forms
Home: Credentials: Certificate in Small Business Banking

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

Small Business Banking Certificate banner
Back To Top More Info Enrol Now Team Buy

Moody's Certificate in Small Business Banking

Get Recognized as an Advisor Who Wants to Improve Service to Small Business Owners

Small business is the fastest growing market and source of employment in Canada. Now motivated financial advisors can better understand the challenges faced by small and medium-sized business owners and identify specific, targeted solutions to meet their needs. By learning the practical applications and the targeted business skills that are essential to serving small business clients, advisors will be prepared to evaluate their financial sustainability and recommend how to transform their small business into a successful performer.

The Certificate in Small Business Banking Provides Big Gains for Clients and Advisors

The only program of its kind in Canada, the learning path of the Certificate in Small Business Banking is specifically designed to show financial advisors how to excel at the service they provide to small business clients. Clear communication that understands a client's specific needs allows advisors to gain trust and increase their client base. The accreditation also provides well earned credibility and recognition within the industry for advisors who want to specialize in the booming small business sector.

Buying for a Team? Click Here

Who Should Enrol

The Certificate in Small Business Banking is designed for students who are already in or interested in moving into the small business arena. This includes people who are currently small business advisors, small business account managers or branch managers of banks. This course is also relevant for people working in mutual funds, personal lending, or as mortgage specialists, risk managers or underwriters.

This program will enable students to better serve small business owners and help grow their own careers.

By learning the essential business skills required to develop small business analysis and solutions, they will ultimately have a clear understanding of how small business clients operate their businesses. Earning this certificate demonstrates that advisors are equipped to speak the same language as small business owners, and help them meet their needs and goals.

The Certificate in Small Business Banking will give students the knowledge to:

  • Effectively apply knowledge of the small business industry
  • Gain confidence in analyzing a small business and create proactive solutions
  • Determine the financial status of a small business
  • Proactively develop internal and external relationships
  • Uncover the needs, goals, and objectives of a small business
  • Mitigate risk to minimize negative outcomes
  • Provide a high level of client service and develop client loyalty
  • Understand real world applications when using new skills
  • Establish credibility for the accredited student and his/her employer
  • Grow, retain, and attract small business clients
Close
-
+

Request more information

Would you like to keep informed about CSI's products and promotions?

What's New

What's New

  • CE Cycle 9
  • CE Tracker Tool
  • Investing in Inflationary Times
  • CE Finder Tool
  • Investment Dealer Supervisors Course (IDSC)

Top Courses

Top Courses

  • Canadian Securities Course (CSC®)
  • Investments Funds In Canada (IFC)
  • Personal Financial Services Advice
  • Wealth Management Essentials
  • Derivatives Fundamentals Course

Find Courses

Find a Course

  • Course By Area
  • Course By Licensing
  • Course Index
  • Course By Career Map
  • Course By CE Finder Tool

Corporate Solutions

Learning Solutions

  • CSI Podium
  • Corporate Solutions
  • Post-Secondary Students
  • Newcomers to Canada
  • Resources Hub
  • Career Map
Entrust SSL Certificate

ABOUT CSI | THE CSC & IFC | OUR COURSES | DESIGNATIONS & CERTIFICATES | CORPORATE SOLUTIONS | SUPPORT & EXAMS
Privacy Policy | Terms of Use | Cookie Notice | Sitemap | © , Moody's Analytics Global Education (Canada), Inc. | 20.01.03.mkt 2020-06-12