How long does this certification take?

The programme takes 12 Weeks and can be completed self-paced or with live virtual sessions.

Is this certification globally recognised?

Yes. GLI certifications carry CPD credits and are internationally recognised.

What level is this certification?

This is a Expert / Executive Level certification.

Email info@certifications.ac, WhatsApp +254 722 223 084, or fill in the enrolment form on this page.

What is included in the fee?

All study materials, study guide, examination, digital certificate and badge. Live option adds tutor sessions and priority support.

Certified Banking and Investment Strategist in Niger

Q: What is the Certified Banking and Investment Strategist?

The Certified Banking and Investment Strategist is a globally recognised professional certification by the Global Leadership Institute (GLI), designed to equip professionals with advanced competencies in Banking & Microfinance.

Executive Summary

Certified Banking and Investment Strategist

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

This 12 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 CBIS 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 Banking and Investment Strategist

Acronym

CBIS

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, credit and branch 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 commercial banks, microfinance institutions and financial-services firms worldwide

Competency Framework

Core Competencies You Will Develop

✦Retail, Corporate and Digital Banking Operations

✦Credit, Lending and Loan Administration

✦Payments, Settlements and Transaction Processing

✦Risk, Compliance, AML and Financial Crime

✦Customer Experience and Relationship Banking

✦Professional Ethics and Governance

Course Curriculum

Programme Modules

The full programme, module by module.

1

Foundations and Strategic Context of Certified Banking and Investment Strategist

Certified Banking and Investment Strategist: 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

Capital Markets and Fixed Income

Accrual accounting and the profit-cash gap · Wealth management, suitability and client advice · Pensions, funds and asset administration · Reading financial statements as a manager

3

Time value of money and discounting

Credit assessment and the five Cs · Capital budgeting: NPV, IRR and payback · Cost of capital and WACC · Expected credit loss and portfolio quality

4

Capital budgeting

Financial regulation and prudential supervision · Cost of capital and WACC · Capital structure and financing decisions · Financial inclusion and serving underbanked markets

5

Cost of capital and WACC

Cost of capital and WACC · Capital structure and financing decisions · Cost and profitability analysis · Working capital optimisation

6

Capital structure and financing decisions

Capital structure and financing decisions · Psychodynamic and psychoanalytic approaches · Valuation methods and business valuation · Attachment and developmental theory

7

Dividend policy and shareholder returns

Designing and facilitating groups · Valuation methods and business valuation · Psychoeducation and workshops · Working with organisations on wellbeing

8

Sustainability and ESG

Sustainability of microfinance · Professional case study and presentation · Social and collaborative learning · Stress and psychosocial risk

9

People Administration

Employee engagement models and drivers · Performance management systems and cycles · Customer and employee satisfaction · Applicant tracking systems and recruitment analytics

10

Records and Documentation

Customer retention in the vehicle ownership cycle · Record-keeping and data protection · Data, records and confidentiality tech · Lessons learned and knowledge management

11

Standards and Assurance

Portfolio quality and risk · Continuous environmental improvement · Management review and improvement · Integration with quality and environment

12

Safety and Security

Card and data security (PCI DSS) · Brand safety and responsible marketing · Customer and brand health metrics · Brand health and measurement

13

Public Policy Context

Presentation and public speaking · Financial statements and the accounting equation · Public, private and non-profit governance · Policy, planning and objectives

14

Learning and Development

Microlearning and mobile learning · Motivation and self-directed learning · Training needs analysis and learning strategy · Instructional design and blended learning

15

Banking and Finance

Financial risk types and management · Credit and counterparty risk · Liquidity and funding risk · Development banking principles

16

Risk, Compliance and Control

Regulatory and compliance requirements · Back-office processing and controls · Credit risk measurement · Regulatory capital for credit

17

Operations and Service

Transaction lifecycle and processing · Cheque clearing and processing · Approval processes and delegation · Productivity, collaboration and workflow tools

18

Customers and Advice

Buyer behaviour and the customer journey · Voice of the customer and feedback · Change talk and readiness · Vehicle specifications, trims and options in customer language

19

Data and Reporting

Portfolio management and reporting · Management and board reporting · Goal setting and action planning · Leading and lagging metrics

20

Technology and Digital

Digital currencies and CBDCs · Digital financial services · Portfolio and resource management systems · Emerging project technologies

21

Legal and Regulatory

Recovery and legal remedies · Contract governance and compliance · Measuring coaching outcomes · Vendor, venue and supplier contracting for events

22

Leadership and Management

Cash flow forecasting and liquidity management · Receivables, payables and inventory management · Cash and liquidity management · SME portfolio management

23

People and Capability

Succession planning and talent pipelines · Talent sourcing channels and pipelines · High-potential identification and talent reviews · Workforce reporting and storytelling with data

24

Communication

Conflict resolution and negotiation · Integrated marketing communications · Negotiation with clients and partners · Negotiation with buyers, suppliers and financiers

25

Strategic Context

Hedging strategies and instruments · Collections strategy · Investment strategy and allocation · Aligning marketing and sales (smarketing)

26

Stakeholders and Board

Regulatory duty and accountability · Regulatory compliance and central-bank rules · Regulatory reporting and audits · Accounting concepts, principles and the regulatory landscape

27

Projects and Change

Fees, pricing and interchange · Appraisal of development projects · Foreign exchange and currency risk · Developing the project business case

28

Ethics and Conduct

Ethics and suitability · Integrity, confidentiality and conflicts · Anti-corruption and financial-crime ethics · Ethics and independence

29

Inclusion and Underserved Markets

Microfinance models and methodologies · The business case for diversity and inclusion · Inclusion and the fairness of people decisions · Microfinance and group lending

30

Professional Leadership Practice

Quality management systems and audits · Omnichannel and channel management · Queue management and service flow · Workforce management and scheduling

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

Capital Markets and Fixed Income — applied to your own work
Time value of money and discounting — applied to your own work
Capital budgeting — applied to your own work
Cost of capital and WACC — applied to your own work
Capital structure and financing decisions — applied to your own work
Dividend policy and shareholder returns — applied to your own work

Enrolment Process

How to Get Certified

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Step 1: Choose Your Certification

You are viewing Certified Banking and Investment Strategist — 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 CBIS certification?

The Certified Banking and Investment Strategist (CBIS) is a Executive-level professional certification awarded by the Global Leadership Institute (GLI). It is designed to equip professionals in banking operations, credit, payments and financial services with practical skills, internationally recognised frameworks, and the credentials needed to advance their careers.

Who should enrol in the CBIS?

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 CBIS certification take to complete?

The programme is structured over 12 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 CBIS 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 CBIS certification?

The Certified Banking and Investment Strategist is offered in two formats: Self-Paced at USD 399 and Live Virtual at USD 599. Corporate group rates are available for organisations enrolling 5 or more participants. Contact GLI for a bespoke corporate training quotation.

What does the CBIS 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 CBIS?

The Certified Banking and Investment Strategist 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 CBIS?

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

Can I study the CBIS 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 CBIS?

Graduates progress towards senior banking operations, credit and branch leadership roles. The CBIS strengthens your expertise in banking operations, credit, payments and financial services and positions you for advancement across commercial banks, microfinance institutions and financial-services firms.

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.

Branch Manager

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.

Credit Manager

NGO Sector

“

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

Banking Operations Lead

Government

Certified Banking and Investment Strategist

Certified Banking and Investment Strategist

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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