CSI introduces certificate in personal banking

By Staff | June 27, 2013 | Last updated on June 27, 2013
2 min read

The Canadian Securities Institute (CSI) has launched a Certificate in Personal Banking. Aimed towards financial services professionals who are just starting out or looking to take their career to the next level, this new certificate program provides learners with a unique opportunity to develop the skills and expertise needed to succeed in today’s dynamic retail banking environment.

Read: CSI launches certificate program for advisors Providing a unique combination of knowledge in mutual funds licensing, investing, lending and mortgages, the new Certificate in Personal Banking is currently the only program of its kind in Canada’s financial education landscape that combines mutual funds licensing expertise with lending and relationship management skills. The program is designed for financial services professionals currently working in or aspiring to transition into retail banking roles.

All Certificate in Personal Banking courses are delivered through an interactive online learning environment, which includes eBook readings and activities supporting learners’ self-assessment. The certification exam required to complete the program is based on the content of the Personal Financial Services Advice and the Personal Lending and Mortgages courses.

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The new certificate puts learners on the path towards completing the Personal Financial Planner (PFP) designation. In addition, advisors who already have the Certificate in Financial Services Advice credential do not need to take the full Certificate in Personal Banking program. In fact, they are only required to complete the Personal Lending and Mortgages course and take the Certificate in Personal Banking Exam.

While the Certificate in Personal Banking is an invaluable tool for professionals in the early stages of their financial services career, senior practice leaders managing a team can also benefit from this program, leveraging its client management content to build and promote client service excellence within their workplace.

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Advisor.ca staff


The staff of Advisor.ca have been covering news for financial advisors since 1998.