Certificate in Personal and Private Banking

The Chartered Banker Institute
Course summary
Professional Training
12 months
1,295 GBP excl. VAT
Online courses
Course Dates
Online courses
1,295 GBP
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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.

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


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.

About provider

The Chartered Banker Institute

The Chartered Banker Institute is the largest professional body for bankers in the UK, with more than 30,000 members. The Institute’s impact and influence continues to grow, with members and students in over 100 countries worldwide. The Chartered Banker Institute...

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The Chartered Banker Institute

38b Drumsheugh Gardens
EH3 7SW Edinburgh

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