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🧠 Counselling & Coaching  ·  Intermediate

Certified Insurance Counselor

Online Certification  ·  10 Weeks  ·  Globally Recognised  ·  (CIC)

✅ 2026 Edition 🎓 CPD Accredited 🌍 100+ Countries 📜 Digital + Physical Certificate 100% Online
Executive Summary

Certified Insurance Counselor

Designed for today’s high-impact professionals, the Certified Insurance Counselor (CIC) delivers a rigorous Intermediate-level curriculum that equips participants with the knowledge, tools and frameworks needed to excel in banking operations, credit, payments and financial services.

This 10 Weeks programme is structured around Basel, central-bank regulations and recognised banking and AML standards, ensuring every graduate applies internationally validated methods to real-world challenges.

GLI’s CIC holders are recognised by leading organisations across Africa, the Gulf, Europe and the Americas as qualified, results-driven professionals. Whether you are advancing your current career or transitioning into new responsibilities, this certification provides the competitive edge you need in 2026 and beyond.

Programme Overview

Certification at a Glance

Certification
Certified Insurance Counselor
Acronym
CIC
Category
Counselling & Coaching
Level
Intermediate
Duration
10 Weeks
Delivery Mode
100% Online
Assessment
Online Examination
Certificate
Digital + Physical
CPD Eligibility
CPD Accredited
Alumni Benefits
GLI Network Access
Self-Paced
USD 349
Live Virtual
USD 549
Target Audience

Who Should Enrol?

  • Bank Officers and Tellers
  • Credit and Loan Officers
  • Banking Operations Staff
  • Relationship and Branch Managers
Programme Inclusions

Everything Included in Your Enrolment

  • All study materials and study guide
  • Access to GLI online learning portal
  • Online examination and assessment
  • Digital certificate and digital badge
  • Physical certificate (shipped to you)
  • CPD credits for professional bodies
  • GLI alumni network membership
  • Facilitator and tutor support
  • Resource downloads and reference library
  • Automatic enrolment confirmation
Certification Benefits

Why This Certification Matters for Your Career

Career Advancement
Accelerate your career towards senior banking operations, clinical and practice-leadership roles
Professional Recognition
Credential aligned with Basel, central-bank regulations and recognised banking and AML standards
Leadership Capability
Develop the strategic and operational skills to lead complex banking operations functions
Organisational Impact
Design and implement banking operations systems that drive performance and measurable results
Compliance Readiness
Master the standards, compliance and ethical governance central to banking operations
Global Employability
Qualify for banking operations roles across clinics, NGOs, schools, community organisations and private practice worldwide
Competency Framework

Core Competencies You Will Develop

Counselling Theories, Models and Approaches
Assessment, Case Formulation and Treatment Planning
Therapeutic Skills, Alliance and Communication
Specialised Populations and Presenting Concerns
Coaching, Wellbeing and Positive Psychology
Professional Ethics and Governance
Course Curriculum

Programme Modules

The full programme, module by module.

1
Foundations and Strategic Context of Certified Insurance Counselor
Certified Insurance Counselor: industry context, trends and professional standards · The banking system, intermediation and financial markets · Types of banks and financial institutions · Banking products, services and delivery channels
2
Underwriting, Claims and Conduct
Accrual accounting and the profit-cash gap · Insurance underwriting, pricing and claims · Measuring credit loss: PD, LGD, EAD and provisioning · Reading financial statements as a manager
3
Board reporting and investor relations
Credit assessment and the five Cs · Sustainability, ESG and integrated value · Business partnering with the enterprise · Expected credit loss and portfolio quality
4
Sustainability, ESG and integrated value
Financial regulation and prudential supervision · Business partnering with the enterprise · Mergers, funding and growth strategy · Financial inclusion and serving underbanked markets
5
Business partnering with the enterprise
Business partnering with the enterprise · Mergers, funding and growth strategy · Long-term value creation and stewardship · Payment systems, clearing and settlement
6
Mergers, funding and growth strategy
Mergers, funding and growth strategy · Long-term value creation and stewardship · Crisis, resilience and contingency planning · Valuation methods and business valuation
7
Long-term value creation and stewardship
Long-term value creation and stewardship · Crisis, resilience and contingency planning · Attachment and developmental theory · Professional roles, boundaries and settings
8
Projects and Change
Fees, pricing and interchange · Project finance structures · Appraisal of development projects · Leading finance projects and change
9
Ethics and Conduct
Data ethics and privacy in finance · Professional ethics and codes (IFAC, ACCA, CIMA) · Ethical principles and codes of practice · Ethical, risk and feasibility considerations
10
International and Currency
Trade finance and letters of credit · Global sourcing and international trade · Fair trade and responsible supply · International and cross-border tax
11
Inclusion and Underserved Markets
Sustainability of microfinance · Microfinance and group lending · Gender, youth and social inclusion in agricultural development · Financial strategy and capital allocation
12
Sustainability and ESG
Sustainability and responsible finance · Environmental legal compliance · Integration with quality and environment · Environmental management and pollution control
13
People Administration
The employee lifecycle and HR value chain · Employee experience and engagement · Performance management systems and cycles · Employee engagement models and drivers
14
Records and Documentation
Record-keeping and data protection · Lessons learned and knowledge management · Customer success and retention · Retention, loyalty and lifetime value
15
Standards and Assurance
Process improvement and automation · Service levels and quality · Portfolio quality and risk · Product safety and standards
16
Safety and Security
Card and data security (PCI DSS) · Data security and confidentiality · Building a proactive safety culture · Predictive safety analytics
17
Public Policy Context
Real estate marketing channels and property portals · Preparing financial statements · Psychoeducation and workshops · Advocacy and policy engagement
18
Learning and Development
Innovation in learning technology · Training needs analysis and learning strategy · Minimum viable offer and validated learning · Evidence-based practice and research literacy
19
Banking and Finance
Negotiation with banks, investors and suppliers · Financial storytelling and data visualisation · Reconciliations and the financial close · Payment regulation and oversight
20
Risk, Compliance and Control
Back-office processing and controls · Regulatory compliance in operations · Regulatory capital and ratios · Managing audit and regulator relationships
21
Operations and Service
Cheque clearing and processing · Approval processes and delegation · Transaction lifecycle and processing · Reporting quality and governance
22
Customers and Advice
Client feedback and satisfaction · Writing advisory reports that drive decisions · Customer personas and insight · Building strategic customer relationships
23
Data and Reporting
Data protection and customer privacy · Data, analytics and customer insight · Control monitoring and reporting · Data analytics in audit
24
Technology and Digital
Digital currencies and CBDCs · Digital, mobile and internet banking · Innovation and fintech collaboration · Digital credit and alternative data
25
Legal and Regulatory
Recovery and legal remedies · HSE legal duties and enforcement · Contract types and risk allocation · Contract governance and compliance
26
Leadership and Management
Asset-liability management, liquidity and interest-rate risk · Requirements gathering and management · Project management plan development · Earned value management
27
People and Capability
Talent sourcing channels and pipelines · High-potential identification and talent reviews · Strengths, flow and engagement · Communicating risk to the workforce
28
Communication
Negotiation tactics and behaviours · Communicating financial results · Communicating with families and carers · Commercial negotiation and value capture
29
Strategic Context
Market and interest-rate risk · Route to market and channel design · Marketing measurement and attribution · The strategic narrative
30
Stakeholders and Board
NGO governance, boards and registration · Management accounts and dashboards · Stakeholder and sponsor management · Stakeholder rights and fair treatment

Every module opens in the learning portal with its full lesson set, worked examples, further reading and video masterclasses. 30 modules · 150 lessons.

Learning Outcomes

What You Will Achieve

  • Underwriting, Claims and Conduct — applied to your own work
  • Board reporting and investor relations — applied to your own work
  • Sustainability, ESG and integrated value — applied to your own work
  • Business partnering with the enterprise — applied to your own work
  • Mergers, funding and growth strategy — applied to your own work
  • Long-term value creation and stewardship — applied to your own work
Enrolment Process

How to Get Certified

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Step 1: Choose Your Certification
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Step 3: Study in the GLI Learning Portal
Work through 30 structured modules and 150 lessons at your own pace, with downloadable resources and expert-designed content — all inside the LMS.
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Step 4: Pass, Get Certified & Verified
Sit your final examination online, earn your certificate instantly, and receive a globally verifiable Certificate ID — plus GLI Alumni Network access.
🎓 Enrol & Study Online — Instant Access
Secure checkout · Instant LMS access · Globally verifiable certificate
Frequently Asked Questions

Common Questions

What is the CIC certification?

Yes. GLI certifications are recognised across 100+ countries and are aligned with Basel, central-bank regulations and recognised banking and AML standards. Graduates receive a digital certificate, a physical certificate and CPD credits recognised by employers worldwide.

Who should enrol in the CIC?

This certification is ideal for Bank Officers and Tellers, Credit and Loan Officers, Banking Operations Staff and Relationship and Branch Managers, and other professionals seeking to formalise their expertise in banking operations, credit, payments and financial services with a globally recognised credential.

How long does the CIC certification take to complete?

The programme is structured over 10 Weeks and offers flexible learning modes. Self-paced learners can progress at their own schedule, while live virtual participants follow a structured cohort schedule with facilitator-led sessions.

Is the CIC internationally recognised?

Yes. GLI certifications are recognised across 100+ countries and are aligned with Basel, central-bank regulations and recognised banking and AML standards. Graduates receive a digital certificate, a physical certificate and CPD credits recognised by employers worldwide.

What is the cost of the CIC certification?

The Certified Insurance Counselor is offered in two formats: Self-Paced at USD 349 and Live Virtual at USD 549. Corporate group rates are available for organisations enrolling 5 or more participants. Contact GLI for a bespoke corporate training quotation.

What does the CIC certification include?

Enrolment includes all study materials and study guides, access to GLI's online learning portal, online examination, digital certificate and badge, physical certificate (posted), CPD credits, GLI alumni network membership, and ongoing facilitator support.

What is the assessment format for the CIC?

The Certified Insurance Counselor is assessed through an online examination consisting of multiple-choice questions, case study analysis, and practical application assignments. The assessment is designed to evaluate real-world competency, not just theoretical recall.

What CPD credits do I earn from the CIC?

The Certified Insurance Counselor carries Continuing Professional Development (CPD) credits, which can be applied towards professional body requirements including recognised international professional associations.

Can I study the CIC while working full-time?

Absolutely. The self-paced option is designed for busy working professionals and allows you to study when and where it suits you. Live virtual sessions are typically scheduled in the evenings or on weekends to accommodate professional commitments.

What career outcomes can I expect from the CIC?

Graduates progress towards senior banking operations, clinical and practice-leadership roles. The CIC strengthens your expertise in banking operations, credit, payments and financial services and positions you for advancement across clinics, NGOs, schools, community organisations and private practice.

Graduate Voices

What Our Alumni Say

The curriculum was directly applicable to my daily work. I immediately applied what I learned and saw results within weeks of completing the programme.

Clinical Lead
Private Sector

GLI's certification is the most practical professional programme I have attended. The international frameworks gave me credibility with my employer and clients.

Senior Counsellor
NGO Sector

I earned my CIC while working full-time. The self-paced format made it possible, and the quality of the content is genuinely world-class.

Wellbeing Programme Manager
Government
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