Course description
Certificate in Personal and Private Banking
The Certificate in Personal and Private Banking is designed to develop your knowledge, understanding and skills relating to the personal and private banking environment in a digital age, considering the key drivers of change, the challenges faced, and the impact on banks and customers of technological developments and regulatory changes.
You will develop the ability to build trust-based relationships with customers, appraise the creditworthiness of a personal customer, and propose suitable products and services to meet customers’ needs in a competitive marketplace.
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Upcoming start dates
Suitability - Who should attend?
There are no entry requirements for the Certificate in Personal and Private Banking.
Outcome / Qualification etc.
Upon completion you will become a Certificated member.
Training Course Content
- The Personal and Private Banking Environment
- Distribution Channels
- Consumer Lending: Principles and Practice
- Legislation, Regulation and Supervision
- The Impact of Technology
- Relationship Management
Why choose The Chartered Banker Institute
82% of our members would recommend us to others
79% agree our qualifications have given them the knowledge they need to enhance their job
Only institute to award Chartered Bank Status
Expenses
The Certificate costs £1,295 and includes your study text, as well as your first assignment submission fee. Assignment resubmissions cost £120
In order to study the Certificate in Personal and Private Banking you must become a member of the Institute. An annual subscription fee of £60 will become payable upon registration
Continuing Studies
If you wish to study further with us, credits attained can be used towards the Advanced Diploma in Banking and Leadership in a Digital Age.