(SCTP) Certificate in Personal Banking (Eligible for Part-Time TA)
About This Course
The Certificate in Personal Banking is a 12-month programme designed to prepare individuals for a successful career in today’s evolving retail banking landscape. As financial services become increasingly shaped by digital innovation and changing customer expectations, this programme equips trainees with the knowledge and skills needed to stay relevant and competitive.
Through a structured curriculum, trainees will develop a strong foundation in personal banking, financial advisory, and customer relationship management. The programme integrates core financial concepts with emerging trends such as digital banking, FinTech innovations, and data-driven decision-making.
Participants will gain practical insights into how financial institutions operate, while building capabilities in advisory, change management, digital literacy, and customer-centric thinking. By the end of the programme, trainees will be well-positioned for roles such as Personal Banker, Relationship Manager (Retail Banking), or Personal Banking Manager.
What You'll Learn
• Assess investment opportunities using principles of risk and return, valuation, and time value of money
• Develop financial plans that address key areas such as asset accumulation, credit management, insurance, tax, estate planning, and CPF optimisation
• Explain the role of financial markets and their impact on personal banking in a digitally connected global economy
• Deliver customer-centric financial advice by understanding client needs, goals, and behavioural preferences
• Leverage digital tools and FinTech solutions (e.g., robo-advisory) to enhance advisory effectiveness and client engagement
• Demonstrate change readiness by adapting to evolving banking technologies, regulations, and market conditions
• Build strong client relationships through effective communication, trust-building, and ethical advisory practices
Entry Requirements
Individuals must meet all the requirements below in order to be eligible to apply for the programme:
• Singapore Citizen or Singapore Permanent Resident
• At least 21 years old
• Self-sponsored learners (either unemployed or in-employment individuals)
• Currently pursuing SUSS Part-Time Degree Programme