Store     Contact     Student Portal

CIPM Online Store

Shop      Checkout     

Retail Financial Services


This book is of particular interest for those working or aiming to work in the retail financial services environment with responsibilities in a broad range of customer facing activities.The book deals with the relationship of customers as borrowers. Money deposited by customers and then lent to others is one of the main ways in which financial services organizations generate revenue. It demonstrates how processing applications, particularly those that are assessed manually, can impact on a business’ bottom line. It provides a strong understanding of the principles of protection policies, and investment opportunities for older customers.

International Delegates

CIPM Members

CIPM Non-Members

Skip to content