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💰 Finance & Accounting  ·  Executive

Certified Trade Policy and Investment Advisor

Online Certification  ·  12 Weeks  ·  Globally Recognised  ·  (CTPI)

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

Certified Trade Policy and Investment Advisor

Designed for today’s high-impact professionals, the Certified Trade Policy and Investment Advisor (CTPI) delivers a rigorous Executive-level curriculum that equips participants with the knowledge, tools and frameworks needed to excel in financial management, accounting, budgeting and financial analysis.

This 12 Weeks programme is structured around IFRS, GAAP and recognised financial management and reporting standards, ensuring every graduate applies internationally validated methods to real-world challenges.

GLI’s CTPI 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 Trade Policy and Investment Advisor
Acronym
CTPI
Category
Finance & Accounting
Level
Executive
Duration
12 Weeks
Delivery Mode
100% Online
Assessment
Online Examination
Certificate
Digital + Physical
CPD Eligibility
CPD Accredited
Alumni Benefits
GLI Network Access
Self-Paced
USD 399
Live Virtual
USD 599
Target Audience

Who Should Enrol?

  • Finance Officers and Accountants
  • Budget and Cost Analysts
  • Finance Managers and Controllers
  • Auditors and Financial Analysts
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 finance, controller and CFO roles
Professional Recognition
Credential aligned with IFRS, GAAP and recognised financial management and reporting standards
Leadership Capability
Develop the strategic and operational skills to lead complex financial management functions
Organisational Impact
Design and implement financial management systems that drive performance and measurable results
Compliance Readiness
Master the standards, compliance and ethical governance central to financial management
Global Employability
Qualify for financial management roles across corporates, banks, NGOs and public-sector organisations worldwide
Competency Framework

Core Competencies You Will Develop

✦Financial Accounting, Reporting and Analysis
✦Budgeting, Planning and Cost Control
✦Corporate Finance, Investment and Valuation
✦Treasury, Working Capital and Cash Management
✦Financial Controls, Audit and Governance
✦Professional Ethics and Governance
Course Curriculum

Programme Modules

The full programme, module by module.

1
Foundations and Strategic Context of Certified Trade Policy and Investment Advisor
Certified Trade Policy and Investment Advisor: industry context, trends and professional standards · The role of finance in organisations and value creation · Financial, management and cost accounting distinguished · The finance operating model and business partnering
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
Interpreting financial performance
Credit assessment and the five Cs · Pricing, contribution and product decisions · Make-or-buy and outsourcing decisions · Expected credit loss and portfolio quality
4
Pricing, contribution and product decisions
Financial regulation and prudential supervision · Make-or-buy and outsourcing decisions · Investment and disinvestment decisions · Financial inclusion and serving underbanked markets
5
Make-or-buy and outsourcing decisions
Make-or-buy and outsourcing decisions · Investment and disinvestment decisions · Sensitivity, scenario and what-if analysis · Data visualisation for finance
6
Investment and disinvestment decisions
Investment and disinvestment decisions · Sensitivity, scenario and what-if analysis · Data visualisation and financial storytelling · Evidence-based improvement
7
Sensitivity, scenario and what-if analysis
Sensitivity, scenario and what-if analysis · Data visualisation and financial storytelling · Forecasting and planning (FP&A) · Short-term funding and money markets
8
People Administration
Employee voice, surveys and action planning · Employee and manager self-service · Performance management that changes behaviour · Employee relations, discipline and fair process
9
Records and Documentation
Lessons learned and knowledge management · Professional documentation and presentation · Customer success and retention · Relationship management and retention
10
Standards and Assurance
Process improvement and automation · Service levels and quality · Portfolio quality and risk · Designing a service or experience improvement
11
Safety and Security
Data security and confidentiality · Card and data security (PCI DSS) · Public health programmes: prevention and outreach · Goal setting and action planning
12
Public Policy Context
Public versus private procurement · Policy administration and customer service in insurance · Real estate regulation, licensing and professional conduct · Preparing financial statements
13
Learning and Development
Evidence-based practice and research literacy · Market research design and methods · Qualitative and quantitative research · Continuing professional development
14
Banking and Finance
Advisory and non-financial services · Sector-focused SME finance · Microfinance models and methodologies · Digital financial services
15
Risk, Compliance and Control
Operational risk management · Regulatory compliance in operations · Governance of operations · Psychometric and screening tools
16
Operations and Service
Approval processes and delegation · Transaction lifecycle and processing · Operating model redesign · Emerging tools and innovation
17
Customers and Advice
Destination, venue and experience products · Customer loyalty and repeat purchase in retail · Telecom products, tariffs and customer lifecycles · Managing boundaries and dual relationships
18
Data and Reporting
Board and executive financial reporting · Financial storytelling and data visualisation · Data ethics and privacy in finance · Data migration and cleansing
19
Technology and Digital
Digital and internet banking · Payment innovation and fintech · Digital currencies and CBDCs · Digital procurement and the future of the profession
20
Legal and Regulatory
Recovery and legal remedies · Contract governance and compliance · Managing difficult conversations · Vendor, venue and supplier contracting for events
21
Leadership and Management
Cash and liquidity management · SME portfolio management · Team leadership within finance · Working capital management and the cash cycle
22
People and Capability
Leading service teams · Workforce planning and scheduling · Training needs analysis · Talent and capability ecosystems
23
Communication
Investor relations and market communication · Presenting financial information clearly · Negotiation with banks, investors and suppliers · Negotiation strategy and planning
24
Strategic Context
Collections strategy · Short-term financing and money markets · Collaboration and teamwork · Regulatory compliance and market requirements
25
Stakeholders and Board
Shareholder and stakeholder rights · Regulatory change management · Regulatory change management and horizon scanning · Stakeholder mapping and influencing
26
Projects and Change
Leading finance projects and change · Foreign exchange and currency risk · Fees, pricing and interchange · Appraisal of development projects
27
Ethics and Conduct
Ethics and suitability · Professional ethics and codes (IFAC, ACCA, CIMA) · Anti-corruption and financial-crime ethics · Ethics and independence
28
International and Currency
Financial crime, sanctions and trade compliance · Fair trade and responsible supply · Performance and SLAs · Campaign planning and execution
29
Inclusion and Underserved Markets
Microfinance and group lending · The business case for diversity and inclusion · Inclusion and the fairness of people decisions · Team diversity and inclusion
30
Sustainability and ESG
Sustainability and responsible finance · Environmental, social and governance (ESG) · Sustainability reporting and disclosure · Embedding sustainability in sourcing

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
  • Interpreting financial performance — applied to your own work
  • Pricing, contribution and product decisions — applied to your own work
  • Make-or-buy and outsourcing decisions — applied to your own work
  • Investment and disinvestment decisions — applied to your own work
  • Sensitivity, scenario and what-if analysis — applied to your own work
Enrolment Process

How to Get Certified

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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.
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Frequently Asked Questions

Common Questions

What is the CTPI certification?

Yes. GLI certifications are recognised across 100+ countries and are aligned with IFRS, GAAP and recognised financial management and reporting standards. Graduates receive a digital certificate, a physical certificate and CPD credits recognised by employers worldwide.

Who should enrol in the CTPI?

This certification is ideal for Finance Officers and Accountants, Budget and Cost Analysts, Finance Managers and Controllers and Auditors and Financial Analysts, and other professionals seeking to formalise their expertise in financial management, accounting, budgeting and financial analysis with a globally recognised credential.

How long does the CTPI 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 CTPI internationally recognised?

Yes. GLI certifications are recognised across 100+ countries and are aligned with IFRS, GAAP and recognised financial management and reporting standards. Graduates receive a digital certificate, a physical certificate and CPD credits recognised by employers worldwide.

What is the cost of the CTPI certification?

The Certified Trade Policy and Investment Advisor 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 CTPI 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 CTPI?

The Certified Trade Policy and Investment Advisor 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 CTPI?

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

Can I study the CTPI 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 CTPI?

Graduates progress towards senior finance, controller and CFO roles. The CTPI strengthens your expertise in financial management, accounting, budgeting and financial analysis and positions you for advancement across corporates, banks, NGOs and public-sector organisations.

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.

Finance Director
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.

Financial Controller
NGO Sector
“

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

Senior Accountant
Government
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