
CHARTERED BANKER INSTITUTE


This is to certify that
Morgan Charles Linfield
has completed the examinations prescribed by
the Board of Trustees and has been awarded the
Certificate in Personal and Private Banking


PRESIDENT
Chartered Banker Institute
139209344

EXECUTIVE DIRECTOR OF EDUCATION
Chartered Banker Institute
Membership number 15235004
Issue date April 5, 2025
Should you need to verify this certificate, please contact:
Chartered Banker Institute, 2nd Floor, 39 George Street, Edinburgh, EH2 2HN
Email: info@charteredbanker.com Charitable Body No: SC013927
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