What is the Certified Insurance Counselor?

The Certified Insurance Counselor is a globally recognised professional certification by the Global Leadership Institute (GLI), designed to equip professionals with advanced competencies in Finance & Accounting.

How long does this certification take?

The programme is 10 Weeks and can be completed at your own pace through our self-paced online option, or alongside live virtual sessions.

Is this certification globally recognised?

Yes. GLI certifications are internationally recognised and carry CPD credits, making them valuable for career advancement worldwide.

What level is this certification?

This is a Intermediate Level certification, suitable for professionals with relevant experience or background in the field.

You can enrol by emailing info@certifications.ac, contacting us via WhatsApp at +254 722 223 084, or filling the enrolment form below.

Certified Insurance Counselor in Japan | CIC

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

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

Regulatory and Prudential Duty

Financial regulation and prudential supervision · Internal control and the fraud triangle · Audit evidence, sampling and professional scepticism · Analytical techniques and bias

3

Investment of Reserves

Investment appraisal and the cost of capital · Treasury, liquidity and currency exposure · Financial regulation and prudential supervision · AML, KYC and financial crime prevention

4

Control, Fraud and Claims Integrity

Internal control and the fraud triangle · AML, KYC and financial crime prevention · Audit evidence, sampling and professional scepticism · Cost and profitability analysis

5

Serving Underserved Markets

Financial inclusion and serving underbanked markets · Credit assessment and the five Cs · Accrual accounting and the profit-cash gap · Innovation and fintech partnerships

6

Risk, Pricing and Reserves

Expected credit loss and portfolio quality · Investment appraisal and the cost of capital · Reading financial statements as a manager · Peer support and consultation

7

Reading Financial Position

Reading financial statements as a manager · Accrual accounting and the profit-cash gap · Financial regulation and prudential supervision · Evidence-based practice

8

Performance Measurement

Interpreting financial performance · Change talk and readiness · KPIs and performance reporting · Corporate objectives and shareholder value

9

Procurement and Suppliers

Value-chain and supply-chain finance · Goal setting and action planning · Vendor, venue and supplier contracting for events · Water supply systems: sources, treatment and distribution

10

Ethics and Conduct

Ethics and transparency in tax · Ethics in tax practice · Ethics, transparency and reputation · Ethical principles and codes of practice

11

People Administration

Workforce management and scheduling · Workforce planning and scheduling · Employee experience and engagement · Customer and employee satisfaction

12

International and Currency

Foreign exchange and currency risk · Transfer pricing and international tax · International and cross-border tax · Make-or-buy and outsourcing decisions

13

Change

Change management in finance · Finance transformation and target operating models · Technology governance and change control · Foreign exchange and hedging

14

Sustainability and ESG

Sustainability of microfinance · Sustainability and climate responsibility · Environmental monitoring and reporting · Continuous environmental improvement

15

Learning and Research

Meaning, purpose and values · Complaint data and learning · Training and capability building · Training needs analysis

16

Financial Practice

Microfinance models and methodologies · Digital financial services · The finance operating model and business partnering · Building a finance career and professional development

17

Banking and Financial Services

Payment regulation and oversight · Payment innovation and fintech · Emerging payment technologies · Outcome and process measures

18

Risk and Control

Tax administration and compliance · Tax compliance and returns · Tax risk management · Evidence-based practice and research literacy

19

Legal and Regulatory

Recovery and legal remedies · Regulatory capital and ratios · Regulatory reporting and disclosure · Subcontractor and supplier management

20

Data and Reporting

Board reporting and investor relations · Financial storytelling and data visualisation · Data gathering and financial analysis · Data visualisation and financial storytelling

21

Analysis and Decisions

Pricing, contribution and product decisions · Professional writing and reports · Psychoeducation and public communication · Ratio and trend analysis

22

Operations and Process

Transaction lifecycle and processing · Cheque clearing and processing · Process improvement and automation · Service levels and quality

23

Leadership and Management

Receivables, payables and inventory management · Managing difficult conversations · Building trust and engagement · Cash and liquidity management

24

People and Development

Managing resistance and upskilling teams · Appraisal of development projects · Aligning teams around strategy · Team formation and effectiveness models (Tuckman, Lencioni)

25

Communication

Investor relations and market communication · Stakeholder communications · Ethics in communications · Communications strategy and planning

26

Stakeholders and Clients

Business partnering and influencing · Influencing and presenting insights · Managing difficult stakeholders · Stakeholder mapping in banking

27

Markets and Customers

Projects, programmes and portfolios · Transfer pricing basics · Transfer pricing documentation · Go-to-market and channel strategy

28

Technology and Systems

Project management standards (PMI, PRINCE2) · Digital finance and automation roadmaps · Automation, RPA and the digital close · Cloud finance and system integration

29

Strategic Context

Mergers, funding and growth strategy · The project environment and stakeholders · Collections strategy · Hedging strategies and instruments

30

Projects and Delivery

Tax planning vs avoidance vs evasion · Planning and understanding the entity · Crisis, resilience and contingency planning · Leading finance projects and change

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

Regulatory and Prudential Duty — applied to your own work
Investment of Reserves — applied to your own work
Control, Fraud and Claims Integrity — applied to your own work
Serving Underserved Markets — applied to your own work
Risk, Pricing and Reserves — applied to your own work
Reading Financial Position — applied to your own work

Enrolment Process

How to Get Certified

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Step 1: Choose Your Certification

You are viewing Certified Insurance Counselor — one of GLI's 1,990+ globally recognised professional certifications.

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Step 2: Enrol & Pay Online — Instantly

Click Enrol & Study Online to register and pay securely via Paystack, Visa, Mastercard, M-Pesa or bank transfer. Access is granted the moment payment is confirmed.

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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

Certified Insurance Counselor

Certified Insurance Counselor

Certification at a Glance

Who Should Enrol?

Everything Included in Your Enrolment

Why This Certification Matters for Your Career

Core Competencies You Will Develop

Programme Modules

What You Will Achieve

How to Get Certified

Common Questions

What Our Alumni Say

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