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CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

About

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.

The Personal Lending and Mortgages course provides comprehensive coverage of consumer credit and both standard and advanced mortgages. The course addresses a full range of critical issues related to loan and complex mortgage products. It prepares professionals to answer sophisticated questions from demanding clients and to clear up common misunderstandings. Those who complete the course will be able to increase client trust and boost business by demonstrating a level of expertise that sets them apart from their peers.

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

Who should enrol?

The Personal Lending and Mortgages course will benefit financial services professionals involved in loan and mortgage-related services. Potential applicants include financial planners, mortgages specialists, account managers, financial service managers, bank and lending managers, mortgage brokers, small business bankers, and realtors. It may also serve as a refresher course with extended learning for experienced mortgage advisors who are not used to working with advanced mortgages.

What careers can this course lead to?

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

What are the course benefits?

Professionals will learn to develop comprehensive credit and mortgage applications. Upon completion, they will have the skills to:

  • Prepare for and conduct client interviews
  • Conduct credit investigations and assessments
  • Calculate the cost of borrowing for clients
  • Recommend consumer credit and mortgage products including creditor insurance
  • Explain how to minimize the risk of credit and mortgage default
  • Distinguish among various types of mortgage loans
  • Determine the stipulations of land title and registration
  • Complete mortgage disbursement and documentation requirements
  • Explain to clients the risks involved in complex mortgages
  • Identify all required documentation necessary to execute complex transactions
  • Fully answer client questions on advanced mortgage topics

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