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 Madagascar

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

Click any module to explore the detailed curriculum topics included in this certification.

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
The regulatory landscape and central banking
Roles, conduct and professional standards in banking
The bank balance sheet and how banks make money
Financial inclusion and the evolving customer
Ethics and integrity in banking
Digital disruption and the future of banking
Career pathways and professional development

Regulatory and Prudential Duty

Financial regulation and prudential supervision
Internal control and the fraud triangle
Audit evidence, sampling and professional scepticism
Accrual accounting and the profit-cash gap
Reading financial statements as a manager
Budgeting, forecasting and variance analysis
Credit assessment and the five Cs
Expected credit loss and portfolio quality
AML, KYC and financial crime prevention
Treasury, liquidity and currency exposure
Investment appraisal and the cost of capital
Financial inclusion and serving underbanked markets
Working capital and the cash conversion cycle
Costing methods and relevant cost for decisions
Financial modelling and forecasting discipline

Investment of Reserves

Investment appraisal and the cost of capital
Treasury, liquidity and currency exposure
Financial regulation and prudential supervision
Receivables, collections and credit control
Payables, procurement controls and supplier fraud
Payroll, statutory deductions and employment cost
Tax compliance and the tax risk agenda
Applying reporting standards and accounting judgement
Digital finance, mobile money and payment operations
Insurance, risk transfer and retained risk
The finance function, month-end close and reporting cycle
SME and relationship lending in practice

Control, Fraud and Claims Integrity

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

Serving Underserved Markets

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

Risk, Pricing and Reserves

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

Reading Financial Position

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

Performance Measurement

Scalability, availability and performance
IT KPIs, SLAs and scorecards
System performance and reliability metrics
Continuous improvement and DevOps metrics
Concurrency and performance
Performance and load testing
Metrics, velocity and flow
Measuring IT value and performance
Performance and dispute management
Performance scorecards and reviews
Investment principles and objectives
HR metrics, KPIs and the HR scorecard
HR function performance and service levels
Linking performance to reward and consequence
Cost, quality and cycle-time metrics

Procurement and Suppliers

Supply chain and cargo security
Vendor and technology management
Vendor selection and managing technology suppliers
Analytical techniques and bias
Negotiation with vendors
Supply-network design
Third-party and supply-chain risk
Value-chain and supply-chain finance
Finance, procurement and supply modules
ERP platforms and vendors
Vendor and partner management
Conflicts of interest and procurement ethics
Procurement and contract value
Procurement and contract management
Vendor selection and management

Ethics and Conduct

Integrity, confidentiality and conflicts
Anti-corruption and financial-crime ethics
Data ethics and customer privacy
Bribery, corruption and conduct risk
Ethics and independence
Ethics in communications
Ethics and professional standards in finance
Ethics, confidentiality and professional conduct in HR
Discipline, conduct and fair-process management
Data ethics, privacy and responsible analytics
Ethics and duty of care
Professional ethics and duty of care
Ethical decision-making under pressure
Ethics and responsible leadership
Professional standards and ethics (CIPS)

People Administration

Workforce and shift management in retail
Workforce management and scheduling
Workforce planning and scheduling
Employee experience and engagement
Customer and employee satisfaction
Employee engagement models and drivers
Digital HR and the employee experience platform
Customer (employee/manager) satisfaction
The employee lifecycle and HR value chain
Strategic workforce planning and demand forecasting
Employer branding and employee value proposition (EVP)
Employee voice, surveys and action planning
Workforce planning and the capability gap
Employee relations, discipline and fair process
Employee engagement and what actually drives it

International and Currency

Global sourcing and trade
Preparing financial statements
Financial reporting frameworks (IFRS/GAAP)
Foreign exchange and currency risk
Transfer pricing and international tax
Cross-border data and transfers
Wellbeing and holistic health strategy
Interpreting financial statements
Reporting quality and governance
Management accounts and dashboards
Legal, cost and feasibility analysis
Budget vs actual and variance
Forecasting and planning

Change

Measuring CX transformation impact
Digital transformation in banking
Foreign exchange and treasury operations
Technology governance and change control
Foreign exchange and hedging
Digital transformation roadmaps
Change management and adoption
Training and change management
The finance function and digital transformation
Regulatory change management
Communication strategy in change programmes
Baseline setting and change control
Sales and marketing transformation
Measuring growth and transformation impact
Data visualisation for finance

Sustainability and ESG

Continuous environmental improvement
Integration with quality and environment
Supply markets and the enabling environment
Sustainability and responsible sourcing
Sustainable procurement principles and standards
Environmental, social and governance (ESG)
Sustainability reporting and disclosure
Embedding sustainability in sourcing
Mine water, tailings and environmental management
Integrated and sustainability reporting
The project environment and stakeholders
Responsible and sustainable banking
Sustainable and green banking
Control environment and risk assessment
Emerging assurance areas (ESG)

Learning and Research

Leading the learning function
Training needs analysis and learning strategy
Evaluating learning impact (Kirkpatrick, ROI)
Instructional design and blended learning
Knowledge management and capability building
Learning technologies and the LMS
Learning transfer and capability building
Minimum viable offer and validated learning
Monitoring, evaluation and learning for accountability
Evidence-based practice and research literacy
Lessons learned and knowledge management
Aligning learning to performance
Market research design and methods
Qualitative and quantitative research
Facilitation, training and public presentation skills

Financial Practice

Regulatory reporting and audits
Development banking and project finance
SME lending and value-chain finance
Microfinance and group lending
Financial inclusion and agency banking
Communicating financial results
Impact, blended and concessional finance
IT financial management and value
Risk, compliance and audit
Risk-based audit planning
Data analytics in audit
Operational efficiency and cost-to-income
Financial statement and cash-flow analysis
Quality assurance of audit
Audit risk and materiality

Banking and Financial Services

Cost-benefit and investment appraisal
Strategic alignment of investments
Access to finance, grants and investment
Prioritising experience investments
Digital, mobile and internet banking
Stakeholder mapping in banking
Leading banking projects and change
Team leadership in banking operations
Data-driven and personalised banking
Professional ethics and banking conduct
Corporate governance in banks
Vehicle financing, insurance and total cost of ownership conversations
Healthcare quality, safety and accreditation
Health financing: budgets, insurance and out-of-pocket realities
Banking KPIs and branch scorecards

Risk and Control

Statutory compliance and filings
Managing tax risk and audits
Governance, risk and compliance (GRC)
Governance and organisational value
Public, private and non-profit governance
Data governance frameworks and roles
Data privacy law and compliance (GDPR)
Cybersecurity governance
Data breach and incident governance
Building trust through data governance
Governance frameworks and codes
Programme governance and assurance
Governance of campaigns and spend
Managing price and discount governance
Managing growth, risk and resilience

Legal and Regulatory

Employment law framework and contracts of employment
Employment relationship and the psychological contract
Legal and regulatory responsibility
Environmental legal compliance
Contractor and visitor safety
Policy, planning and objectives
Legal and other requirements
Contract types and risk allocation
Contract administration and variation
Contract performance and exit
Contract governance and compliance
Psychodynamic and psychoanalytic approaches
Policy administration and customer service in insurance
Insurance regulation and consumer protection
Vendor, venue and supplier contracting for events

Data and Reporting

Customer personas and insight
Marketing analytics and attribution
Web and campaign analytics
Customer data platforms and segmentation
Web, campaign and funnel analytics
Dashboards and performance reporting
Sales analytics and forecasting tools
Translating insight into strategy
Reporting to leadership
Professional roles, boundaries and settings
Baseline surveys and data collection tools
Data quality and master data management
Risk registers and reporting
Security metrics and reporting
Dashboards, reporting and the metric that misleads

Analysis and Decisions

Root cause analysis and corrective action on the line
Cost and profitability analysis
Decision support and insight
Writing advisory reports that drive decisions
Stakeholder identification and analysis
Risk identification and analysis
Qualitative and quantitative risk analysis
Issue and problem management
Backlogs, user stories and prioritisation
Escalation and decision-making
Portfolio management and prioritisation
Churn analysis and prevention
Risk, compliance and feasibility analysis
Problem loans, restructuring and recovery
Stress testing and scenario analysis

Operations and Process

Operating-model and process re-engineering
Service quality and turnaround metrics
Automation, RPA and straight-through processing
Quality, defects and reliability
APIs and service design
Quality assurance and code review
Process and control documentation
Competitive bidding processes
Planning performance and service
Incident response process
ERP concepts and business processes
Customer service technology stack
Emerging service technologies
Growing value through service
Leading service teams

Leadership and Management

Energy efficiency and demand management
Range planning and category management
Ground control and strata management
Quality management on site: inspections, hold points and defects
Front office and reservations management
Ethical principles and codes of practice
Social media management: platforms, communities and algorithms
Managing boundaries and dual relationships
Procurement and stock management for health commodities
Peer support and consultation
Sustaining ethical, effective practice
Coaching leaders and managers
Offer management, negotiation and pre-boarding
Vendor management and system governance
Safety management systems overview (ISO 45001)

People and Development

Attachment and developmental theory
Ethical frameworks and codes of practice
Lessons learned and development
Wellbeing and resilience coaching
Measuring coaching outcomes
Working with referrers and multidisciplinary teams
Collaboration and teamwork
Scaling delivery capability
Project management plan development
Schedule development and optimisation
Servant leadership and self-organising teams
Category management and strategy development
Supplier development and improvement
Leading security teams
Agile delivery and iterative development

Communication

Communications strategy and planning
Internal communications
Corporate social responsibility communications
Presentation and public speaking
Professional report and presentation
Cryptography and secure communications
Voice, communication and delivery
Safety communication and campaigns
Toolbox talks and safety communication
Communicating vision and telling stories
Executive communication and presence
Crisis communications
Stakeholder communications
Cross-cultural communication
The media and telecommunications landscape

Stakeholders and Clients

Negotiation with clients and partners
Duty of care and risk management
Negotiation with buyers, suppliers and financiers
Partnership building and multi-stakeholder platforms
Relationship management and retention
Stakeholder mapping and collaboration
Influencing and presenting insights
Managing difficult stakeholders
Negotiation and influencing
Relationship management and cross-selling
Wealth, SME and corporate relationships
Delivery, quality and stakeholder plan
Stakeholder engagement strategy
Managing expectations and influence
Negotiation and conflict management

Markets and Customers

Pay structures, benchmarking and market pricing
Value innovation and uncontested market space
Jobs to be done and customer insight
Product launch and go-to-market sequencing
Productivity, collaboration and workflow tools
Productivity and efficiency improvement
Buyer behaviour and the customer journey
Voice of the customer and feedback
Strategic customer relationships
Insurance products and lines of business
Insurance pricing, premiums and loadings
Customer and brand health metrics
Value-based and dynamic pricing
Capstone scoping: a real growth or brand challenge
Market and customer analysis

Technology and Systems

Digital disruption and modern go-to-market
Digital and data-driven go-to-market
Digital marketing strategy
Email and marketing automation
Marketing technology stack
CRM and marketing automation platforms
Scaling technologies and business models
Digital advisory, e-extension and mobile services
Quality management systems and audits
Record-keeping and data protection
Closed-loop feedback systems
Self-service and digital support
CRM systems and customer data
Technology selection and integration
Innovation and fintech collaboration

Strategic Context

Product and portfolio strategy
Go-to-market and channel strategy
Brand and reputation as strategic assets
Growth strategy and demand generation
Designing a marketing or sales strategy
Marketing strategy and the mix
Data-driven growth
Key account management strategy
Competitive and market intelligence
Complaints, accountability and fitness to practise
Legal responsibilities and professional bodies
Content strategy across platforms
Client feedback and satisfaction
Business case and strategic alignment
Competitive analysis and differentiation

Projects and Delivery

Marketing planning and budgeting
Campaign planning and execution
Account planning and whitespace analysis
Leading campaigns and sales projects
Team leadership in field and project settings
Evidence-based improvement
HACCP principles and prerequisite programmes
Advisory service design and delivery
Innovation in service delivery
Designing voice-of-customer programmes
Governance of the CX programme
Managing risk and difficult cases
Designing a safety programme or control
Emergency preparedness and response planning
Discovery-driven planning and assumption testing

Learning Outcomes

What You Will Achieve

Establish a comprehensive understanding of Certified Insurance Counselor principles aligned with Basel, central-bank regulations and recognised banking and AML standards
Apply evidence-based methods to improve banking operations, credit, payments and financial services
Master banking operations theories, models and approaches and assessment, case formulation and treatment planning
Apply therapeutic skills, alliance and communication and specialised populations and presenting concerns in real-world settings
Lead risk management, quality and compliance relevant to your field
Design stakeholder engagement and professional communication strategies
Use data-driven decision-making and performance-measurement tools effectively
Apply internationally recognised best practice to advance your career in banking operations

Enrolment Process

How to Get Certified

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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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Sit your final examination online, earn your certificate instantly, and receive a globally verifiable Certificate ID — plus GLI Alumni Network access.

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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?

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.

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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