25.14.26
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Certificate in Personal and Private Banking

Morgan Charles Linfield

The Certificate in Personal and Private Banking is designed to develop learners' 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. Learners 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.

Issued on

April 5, 2025

Expires on

Does not expire