Certificate in Relationship Management and Financial Services Marketing

A 36-hour certificate on building customer relationships and marketing financial services responsibly, ending with group presentations.

IBSL
LevelCertificate

Overview

About this course

This certificate aims to equip participants with the skills to build trusted customer relationships. It covers understanding customers' financial needs and marketing banking products responsibly, with emphasis on engagement, ethical practice, digital banking and sustainable growth. Nine content areas run from the foundations of banking and customer needs through engagement techniques, advanced relationship management, digital banking and customer experience, and financial services marketing in the digital era, to ethics and compliance, customer loyalty, emerging trends, and group presentations, the only assessment listed. 36 hours of teaching are listed, in English, with sessions held on Sundays from 1.30 pm to 5.30 pm. The delivery mode (in-person or online) is not stated on the page. The fee is LKR 25,000 and IBSL lists a certificate on completion. The start date shown on the page (22 February 2026) has already passed, so no intake is published here; ask IBSL for the next batch.

Modules

9 modules
Course contents9 modules
Foundations of Banking & Customer Needs
Customer-Centric Engagement Techniques
Advanced Relationship Management
Digital Banking & Customer Experience
Financial Services Marketing in the Digital Era
Ethics, Compliance & Responsible Banking
Building Long-Term Customer Loyalty
Emerging Trends & Global Best Practices
Group Presentations

Fees & scholarships

Local students

LKR 25,000total
Course fee as published by IBSL. IBSL lists the instalment option as "60% + 50% of course fee", which adds up to 110%, so confirm the payment schedule with IBSL. The course list shows no charge for this course while the course page shows LKR 25,000; the course page figure is used, so confirm with IBSL.

Payment options

Course fees range from about LKR 40,000 for several diplomas to LKR 200,000 for the Postgraduate Executive Diploma in Bank Management.
Instalment payments are listed as "60% + 50% of course fee". These add up to 110%, so ask IBSL for the exact instalment terms.
The DBF and HDBF pages show a nominal fee with a note that fees are charged as per the subjects taken.

Facilities

Gallery

Key information

Level

certificate

Duration

Location

Colombo

Fees

LKR 25,000 ยท Local

See fees & scholarships

Upcoming intakes

No upcoming intakes listed
Verified informationOct 19, 2026

Related study areas

MarketingFinanceBusiness

Similar courses