What is the Certified Estate and Trust Specialist?

The Certified Estate and Trust Specialist is a globally recognised professional certification by the Global Leadership Institute (GLI), designed to equip professionals with advanced competencies in Soft Skills & Personal Dev..

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 Advanced 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 Estate and Trust Specialist in Nepal

Executive Summary

Certified Estate and Trust Specialist

Designed for today’s high-impact professionals, the Certified Estate and Trust Specialist (CETS) delivers a rigorous Advanced-level curriculum that equips participants with the knowledge, tools and frameworks needed to excel in human resource management, talent development and organisational effectiveness.

This 10 Weeks programme is structured around SHRM, CIPD and ILO Labour Standards, ensuring every graduate applies internationally validated methods to real-world challenges.

GLI’s CETS 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 Estate and Trust Specialist

Acronym

CETS

Who Should Enrol?

HR Managers and Directors
HR Business Partners
Learning and Development Managers
Employee Relations and OD Specialists

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 CHRO and senior people-management roles

Professional Recognition

Credential aligned with SHRM, CIPD and ILO Labour Standards

Leadership Capability

Develop the strategic and operational skills to lead complex human resource management functions

Organisational Impact

Design and implement human resource management systems that drive performance and measurable results

Compliance Readiness

Master the standards, compliance and ethical governance central to human resource management

Global Employability

Qualify for human resource management roles across multinationals, NGOs and international organisations worldwide

Competency Framework

Core Competencies You Will Develop

✦Talent Acquisition, Resourcing and Onboarding

✦Learning, Development and Talent Management

✦Performance, Reward and Employee Relations

✦HR Strategy, Analytics and Workforce Planning

✦Employment Law, Compliance and HR Governance

✦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 Estate and Trust Specialist

Certified Estate and Trust Specialist: 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

Reading Financial Statements

Reading financial statements as a manager
Accrual accounting and the profit-cash gap
Audit evidence, sampling and professional scepticism
Budgeting, forecasting and variance analysis
Internal control and the fraud triangle
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 regulation and prudential supervision
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

Budgeting and Variance

Budgeting, forecasting and variance analysis
Accrual accounting and the profit-cash gap
Investment appraisal and the cost of capital
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

Internal Control and Fraud

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

Investment and Cost of Capital

Investment appraisal and the cost of capital
Treasury, liquidity and currency exposure
Budgeting, forecasting and variance analysis

Regulation and Compliance

Financial regulation and prudential supervision
AML, KYC and financial crime prevention
Expected credit loss and portfolio quality

Profit, Cash and the Gap Between

Accrual accounting and the profit-cash gap
Reading financial statements as a manager
Treasury, liquidity and currency exposure

Legal and Regulatory

Policy cycle and evidence-based policy
Research methods for policy
Regulatory impact assessment
Policy development and drafting
Regulatory technology (RegTech)
Employment law framework and contracts of employment
Regulatory compliance and audit
Health and safety legal duties
Employment relationship and the psychological contract
Designing an HR intervention or policy
Consulting skills and contracting with the business
Legal and ethical protection
Analytical techniques and bias
Preparing financial statements
Financial reporting frameworks (IFRS/GAAP)

Data and Reporting

Board and executive reporting
Data governance frameworks and roles
Data privacy law and compliance (GDPR)
Data quality and stewardship
Consent, rights and data subject requests
Cross-border data and transfers
Data breach and incident governance
Building trust through data governance
Monitoring, evaluation and reporting
Compliance reporting and disclosure
Data protection and privacy
Comparable sales analysis and market evidence
Proposal development and donor reporting
Measurement and analytics for media and social campaigns
Health records, data and confidentiality

Analysis and Decisions

Account planning and whitespace analysis
Data-driven decision-making
Trend analysis and foresight
Segmentation and needs analysis
Data quality, analysis and reporting
Interpreting financial statements
Situation analysis and diagnostic assessment
Financial and technical feasibility analysis
Integrated and sustainability reporting
Data-driven decision support and analytics
Reporting quality and governance
Evidence, judgement and scepticism
Spend analysis and segmentation
Supply market analysis
Training needs analysis

Operations and Process

People analytics maturity and operating model
Process improvement and HR operating efficiency
Management accounts and dashboards
Integration with quality and environment
Design review and quality
Productivity, collaboration and workflow tools
Process improvement and lean thinking
Quality management and standards
Productivity and efficiency improvement
The procurement cycle and operating models
Data quality and master data management
Advisory service design and delivery
Budget vs actual and variance
Customer service and experience principles
Service culture and brand promise

Leadership and Management

IT project and portfolio management
IT financial management and value
Thought leadership
Category management and strategy
Change management and adoption
Performance management systems and cycles
Theories and models of leadership and management
Safety management systems (ISO 45001)
Project management principles and lifecycle
Financial, management and cost accounting distinguished
Influencing and advising leaders
Handling escalations as a leader
Team leadership in customer service
Teller operations, cash handling and vault management
Operational efficiency and channel management

People and Development

Scaling delivery capability
Project management plan development
Schedule development and optimisation
Servant leadership and self-organising teams
Virtual and distributed teams
Team leadership and motivation
Leading project teams
Team development and effectiveness
Coaching and developing team members
Managing virtual and cross-cultural teams
Building high-performing project teams
Delegating for development
Managing resistance and capability building
Category management and strategy development
Supplier development and improvement

Communication

Professional presentation and pitching
Media and public communication
Facilitation, training and public presentation skills
Communicating technical information to diverse audiences
Professional report writing and presentation
Communication and interpersonal skills
Influencing and presenting insights
Professional and persuasive communication
Crisis communications
Stakeholder communications
Ethics in communications
Safety communication and campaigns
Communicating risk to the workforce
Toolbox talks and safety communication
Communicating vision and telling stories

Stakeholders and Clients

Building strategic customer relationships
Sponsorship and negotiation selling
Negotiation with clients and partners
Cost and profitability analysis
Negotiation with buyers, suppliers and financiers
Partnership building and multi-stakeholder platforms
Relationship management and retention
Stakeholder mapping and collaboration
Managing difficult stakeholders
Stakeholder mapping in banking
Negotiation and influencing
Stakeholder identification and analysis
Stakeholder engagement strategy
Managing expectations and influence
Negotiation and conflict management

Markets and Customers

Maintenance in production: preventive, predictive and breakdown
Costing production: standard costs, variances and the true cost of scrap
Pricing, promotions and markdowns in retail
Customer loyalty and repeat purchase in retail
Forecasting and planning
Telecom products, tariffs and customer lifecycles
Creating content that performs: formats, hooks and production
Market analysis and environmental scanning
Customer personas and insight
Product and portfolio strategy
Go-to-market and channel strategy
Event planning timelines, run sheets and production schedules
The automotive market: segments, brands and buyers
Vehicle specifications, trims and options in customer language
Customer retention in the vehicle ownership cycle

Technology and Systems

Customer service technology stack
Technology selection and integration
Emerging service technologies
Digital, mobile and internet banking
Digital transformation in banking
Innovation and fintech collaboration
Branch-to-digital migration
Digital banking platforms and APIs
Payment technology and switches
Automation, RPA and straight-through processing
Cybersecurity and fraud technology
Digital disruption and modern go-to-market
Digital and data-driven go-to-market
Digital marketing strategy
Email and marketing automation

Strategic Context

Content strategy across platforms
Data visualisation for finance
Business case and strategic alignment
Strategic alignment of investments
Competitive analysis and differentiation
Growth strategy and demand generation
Measuring growth and transformation impact
Capstone scoping: a real growth or brand challenge
Designing a marketing or sales strategy
Marketing strategy and the mix
Brand strategy, identity and equity
Real options and strategic investment
Competition and antitrust
Sustainability strategy and materiality
Training needs analysis and learning strategy

Projects and Delivery

AI and predictive project analytics
Emerging project technologies
Programme management principles
Programme governance and assurance
Measuring programme success
Decision support and insight
Marketing planning and budgeting
Campaign planning and execution
Leading campaigns and sales projects
Communicating financial results
Psychodynamic and psychoanalytic approaches
Realising and measuring project value
Capstone scoping: a real project or programme
Designing the project plan and schedule
Delivery, quality and stakeholder plan

Performance Measurement

Setting objectives and marketing KPIs
Marketing and sales KPIs and dashboards
Funnel, pipeline and conversion metrics
Dashboards and performance reporting
Capacity and performance management
Setting objectives, indicators and targets
Yield, productivity and profitability metrics
Linking CX to business performance
Service KPIs: CSAT, NPS, CES, SLAs
Net Promoter Score and satisfaction metrics
Performance management in service
Retail performance metrics: sales densities, conversion and basket
Attachment and developmental theory
Professional roles, boundaries and settings
Psychometric and screening tools

Procurement and Suppliers

Digital procurement and the future of the profession
Sustainable procurement principles and standards
Fair trade and responsible supply
Procurement and asset management under donor rules
Vendor, venue and supplier contracting for events
Water supply systems: sources, treatment and distribution
Managing boundaries and dual relationships
Peer support and consultation
Procurement and stock management for health commodities
Conflicts of interest and procurement ethics
Procurement and contract value
Procurement and contract management
Vendor selection and management
Supply analysis, gaps and scenario planning
Procurement and supply chain: scope and value

Ethics and Conduct

Bribery, corruption and conduct risk
Professional ethics in technology
Data ethics, privacy and protection
Ethics and independence
Ethics and professional standards in finance
Digital ethics and responsible AI
Fair treatment and market conduct
AI, ethics and algorithmic accountability
Ethics, confidentiality and professional conduct in HR
Discipline, conduct and fair-process management
Ethical use of AI and analytics in HR
Real estate regulation, licensing and professional conduct
Ethics and treating customers fairly in insurance
Regulation, ethics and misinformation in media and telecoms
Ethical principles and codes of practice

People Administration

Workforce management and scheduling
Workforce planning and scheduling
Employee experience and engagement
Customer and employee satisfaction
Employee engagement models and drivers
The employee lifecycle and HR value chain
Workforce and shift management in retail
Employee voice, surveys and action planning
Employee and manager self-service
Workforce reporting and storytelling with data
Cost of workforce and ROI of HR interventions
Workforce planning and the capability gap
Employee relations, discipline and fair process
Employee engagement and what actually drives it
Talent, succession and workforce learning

International and Currency

Cross-cultural and global inclusion
Sustaining ethical, effective practice
Ethical frameworks and codes of practice
Duty of care and risk management
Global and comparative HR contexts
Global sourcing and international trade
Record-keeping and data protection
Customer service and CX strategy
Governance of the CX programme
Sustaining strategic customer focus
Customer and journey analysis
Complaints, accountability and fitness to practise
Legal responsibilities and professional bodies
Client feedback and satisfaction

Change

Baseline setting and change control
Sales and marketing transformation
Evidence-based improvement
Behaviour change and adoption of innovations
Customer experience transformation
Measuring CX transformation impact
Foreign exchange and treasury operations
Technology governance and change control
Foreign exchange and hedging
Digital transformation roadmaps
The finance function and digital transformation
Regulatory change management
Communication strategy in change programmes
Large-scale transformation and agile ways of working
Managing risk and difficult cases

Sustainability and ESG

Sustainability certification and standards
Responsible and sustainable banking
Sustainable and green banking
Sustainability and green IT
Control environment and risk assessment
Emerging assurance areas (ESG)
Sustainability, ESG and integrated value
Lessons learned and development
The regulatory and legal environment
Trends: ESG, transparency and stakeholder capitalism
Responsible and sustainable governance
Environmental legal compliance
Sustainability and climate responsibility
Environmental monitoring and reporting
Continuous environmental improvement

Learning and Research

Complaint data and learning
Training and capability building
Cognitive load and learning science
The learning and development profession
Learning strategy and business alignment
Learning cultures and the learning organisation
Blended and hybrid learning design
Motivation and self-directed learning
Learning strategy and roadmaps
Building the learning brand
Aligning learning to performance
Leading the learning function
Instructional design and blended learning
Knowledge management and capability building
Learning technologies and the LMS

Financial Practice

Stakeholders, agency and accountability
Public, private and non-profit governance
Committees: audit, risk, remuneration
Options appraisal and cost-benefit
Cost, quality and cycle-time metrics
Headcount budgeting and establishment control
Time-to-hire, quality-of-hire and cost metrics
Driving effective, ethical outcomes
Cost of accidents and prevention value
Legal, cost and feasibility analysis
Setting goals, roles and accountability
Revenue management and yield
Forecasting revenue and demand
Budget, ROI and feasibility analysis
Key account management strategy

Banking and Financial Services

Credit bureaus and data
Credit risk governance
Investment principles and objectives
Alternative investments
Return on investment and impact
Professional accreditation and CPD
Income capitalisation and investment value
How insurance works: risk pooling and the value chain
Insurance products and lines of business
Insurance pricing, premiums and loadings
Reinsurance and capacity management
Policy administration and customer service in insurance
Bancassurance and digital insurance models
Insurance regulation and consumer protection
Vehicle financing, insurance and total cost of ownership conversations

Risk and Control

Asset-liability committee (ALCO) governance
Derivatives and risk instruments
Operational risk management
Governance of operations
Governance, risk and compliance
IT governance frameworks (COBIT)
Enterprise architecture governance
Risk, compliance and audit
Process and control documentation
Governance and the three lines model
Fraud risk and controls
Designing a safety programme or control
Risk assessment methodology and matrices
Dynamic and site-specific risk assessment
Residual risk and ALARP

Learning Outcomes

What You Will Achieve

Establish a comprehensive understanding of Certified Estate and Trust Specialist principles aligned with SHRM, CIPD and ILO Labour Standards
Apply evidence-based methods to improve human resource management, talent development and organisational effectiveness
Master talent acquisition, resourcing and onboarding and learning, development and talent management
Apply performance, reward and employee relations and hr strategy, analytics and workforce planning 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 human resource management

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 CETS certification?

Yes. GLI certifications are recognised across 100+ countries and are aligned with SHRM, CIPD and ILO Labour Standards. Graduates receive a digital certificate, a physical certificate and CPD credits recognised by employers worldwide.

Who should enrol in the CETS?

This certification is ideal for HR Managers and Directors, HR Business Partners, Learning and Development Managers and Employee Relations and OD Specialists, and other professionals seeking to formalise their expertise in human resource management, talent development and organisational effectiveness with a globally recognised credential.

How long does the CETS 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 CETS internationally recognised?

What is the cost of the CETS certification?

The Certified Estate and Trust Specialist is offered in two formats: Self-Paced at USD 449 and Live Virtual at USD 649. Corporate group rates are available for organisations enrolling 5 or more participants. Contact GLI for a bespoke corporate training quotation.

What does the CETS 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 CETS?

The Certified Estate and Trust Specialist 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 CETS?

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

Can I study the CETS 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 CETS?

Graduates progress towards CHRO and senior people-management roles. The CETS strengthens your expertise in human resource management, talent development and organisational effectiveness and positions you for advancement across multinationals, NGOs and international organisations.

Certified Estate and Trust Specialist

Certified Estate and Trust Specialist

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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