Certificate in Personal and Private Banking

Overview

The Certificate in Personal and Private Banking is a professional qualification designed to develop knowledge, understanding, and skills in the personal and private banking environment in a digital age. It covers key drivers of change, challenges faced by banks, and the impact of technological and regulatory developments on banks and customers.

Learners will develop the ability to build trust-based relationships with customers, appraise the creditworthiness of personal customers, and propose suitable products and services to meet customers’ needs in a competitive marketplace.

Duration: 12 months to complete.

Cost: £1,295 (includes study text and first assignment submission); resubmissions £120.

Level: SCQF Level 9 (EQF Level 5/6 equivalent).

Credits: 30 credits.

Eligibility: Open to all financial services professionals globally. No prior qualifications required.

On completion, learners become Certificated Members of the Institute and will receive a digital certificate usually within 5 working days.

The qualification also contributes to the Advanced Diploma in Banking and Leadership in a Digital Age. By completing this and other required modules, learners enhance their banking knowledge, understanding, and skills and achieve a globally recognised professional designation, advancing their careers and gaining valuable industry recognition.

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Key facts

  • Assessment: 6,000-word work-based assignment designed to transform theory into practice

  • Completion time: 12 months

  • Membership requirement: £75 annual subscription fee payable upon registration

  • Progression: Credits can be used towards the Advanced Diploma in Banking and Leadership in a Digital Age

  • Delivery: Blended learning with interactive online Study Guide, core reading, and online resources

Modules

Download the Certificate specification for more information below.

Certificate Specification - Certificate in Personal and Private Banking.pdf

 

Am I Eligible?

Yes! This qualification is suitable for:

  • Professionals seeking to develop or strengthen knowledge in personal and private banking

  • Individuals aiming to build effective customer relationships and provide suitable financial solutions

  • No prior qualifications or work experience required—learning materials are included with registration

 

Resources

Study with a blended learning approach using the Institute’s Learning Management System. Resources include:

  • Interactive study guide in PDF format

  • Textbooks and online resources for core reading

  • Recommended further reading and resources

  • Online knowledge checks with feedback

  • Mock exam to support preparation for the assignment submission