Private Banking Course Overview

Private banking services present many unique opportunities for a financial institution and its clientele. This Private Banking course examines what the role of a private banker entails, how their services differ from a more traditional retail banking environment, and the importance of analyzing the risk and return of a client’s investments. We discuss integrating client investment strategies with risk tolerance and financial goals to tailor personalized solutions for clientele and their families.

We cover all the most important qualitative and quantitative factors that will influence private banking clients, including important risk and return calculations and the various investment strategies available. We also cover the personal financial planning process, sources of risk, and the implementation of those plans and strategies. We use an interactive video case study to help illustrate the key takeaways and to demonstrate real-world examples of clients in a private banking setting.

Private Banking Learning Objectives

Upon completing this course, you will be able to:

  • Define the roles and responsibilities of the private banker.
  • Explain the relationship between risk and return.
  • Align client investment strategies with risk tolerance and financial goals.
  • Describe the benefits and logistics of offshore banking.
  • Design credit solutions to meet client needs and resources.

Who Should Take This Course?

This course is designed for current and aspiring commercial banking professionals, including relationship managers or loan officers, credit analysts, loan brokers, and adjudicators. This course will prepare you with the knowledge to properly assess various borrowing requests for these unique business borrowers.

Private Banking

Led by Chris Wyman

Level 3

Approx 4h to complete

100% online and self-paced

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What you'll learn


Midway Check-In

Private Banking and Regulatory Requirements

Case Study - Client Scenarios


Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA®) Certification

  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

Financial Planning & Wealth Management (FPWM™) Certification

  • Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
  • Career Prep Financial Planner, Investment Advisor, Portfolio Manager

What Our Members Say

Learnt something new
Very useful as thoroughly explained everything regarding private banking

Saddam Hossain

Impressive information

Eric Benaya Akakpo

Encouraging !
It's very rewarding learning with CFI. The content of lessons are greatly helpful and help to broaden knowledge of a future credit specialist.

Claude Tuka

Very informative course and instructor was very knowledgeable and well versed!
This course is perfect for anyone wanting to break into the banking and investments industry!! 10/10

Victor Ramirez

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.
What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
If you haven’t found your answer from our FAQ, please send us a message.
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