How long does this certification take?

The programme takes 10 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 Intermediate 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 Bancassurance and Financial Products Advisor in Zambia

Executive Summary

Certified Bancassurance and Financial Products Advisor

Designed for today’s high-impact professionals, the Certified Bancassurance and Financial Products Advisor (CBAF) delivers a rigorous Intermediate-level curriculum that equips participants with the knowledge, tools and frameworks needed to excel in financial management, accounting, budgeting and financial analysis.

This 10 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 CBAF 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 Bancassurance and Financial Products Advisor

Acronym

CBAF

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 Bancassurance and Financial Products Advisor

Certified Bancassurance and Financial Products 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

Insurance Underwriting, Pricing and Claims

Accrual accounting and the profit-cash gap · Mortgage and asset-backed lending · Bank fraud investigation and forensic examination · Reading financial statements as a manager

3

Financial strategy and capital allocation

Credit assessment and the five Cs · Management accounts and dashboards · Financial risk: credit, market, liquidity, operational · Expected credit loss and portfolio quality

4

Enterprise risk management and appetite

Financial regulation and prudential supervision · Financial risk: credit, market, liquidity, operational · Corporate governance and the finance role · Financial inclusion and serving underbanked markets

5

Financial risk

Financial risk: credit, market, liquidity, operational · Corporate governance and the finance role · Board reporting and investor relations · Ethical principles and codes of practice

6

Corporate governance and the finance role

Corporate governance and the finance role · Board reporting and investor relations · Sustainability, ESG and integrated value · Ethical frameworks and codes of practice

7

Board reporting and investor relations

Board reporting and investor relations · Sustainability, ESG and integrated value · Business partnering with the enterprise · Trade finance and letters of credit

8

Technology and Digital

Treasury technology and systems · Payment innovation and fintech · Digital currencies and CBDCs · Emerging payment technologies

9

Legal and Regulatory

Recovery and legal remedies · Working with organisations on wellbeing · Goal setting and contracting · Legal and regulatory responsibility

10

Leadership and Management

Financial risk management and derivatives · Pricing, contribution and product decisions · Make-or-buy and outsourcing decisions · Investment and disinvestment decisions

11

People and Capability

Virtual and distributed teams · Team leadership and motivation · Facilitation, training and public presentation skills · Career and talent development

12

Communication

Professional report writing · Managing sensitive communications · Presenting risk and recommendations · Report writing and case management

13

Strategic Context

Short-term funding and money markets · Investment strategy and allocation · Hedging strategies and instruments · Market risk and VaR

14

Stakeholders and Board

Regulatory and compliance requirements · Regulatory capital for credit · Regulatory capital and ratios · NGO governance, boards and registration

15

Projects and Change

Fees, pricing and interchange · Project finance structures · Appraisal of development projects · Leading finance projects and change

16

Ethics and Conduct

Professional ethics and codes (IFAC, ACCA, CIMA) · Roles, conduct and professional standards in banking · Ethics and suitability · Responsible and ethical service

17

International and Currency

Fair trade and responsible supply · Cross-border data and transfers · Financial crime, sanctions and trade compliance · Cross-cultural and global inclusion

18

Inclusion and Underserved Markets

Financial inclusion and the evolving customer · Team diversity and inclusion · Financial inclusion and agency banking · The business case for diversity and inclusion

19

Sustainability and ESG

Sustainability and responsible finance · ESG, sustainability reporting and corporate responsibility · Environmental compliance and impact assessment · Treatment planning and review

20

People Administration

Employee and manager self-service · Capacity and performance management · Customer and employee satisfaction · The employee lifecycle and HR value chain

21

Records and Documentation

Customer retention in the vehicle ownership cycle · Data, records and confidentiality tech · Information lifecycle and records management · Records management and retention

22

Standards and Assurance

Driving measurable service improvement · Designing a service or experience improvement · Coaching and quality monitoring · Service quality and turnaround metrics

23

Safety and Security

Card and data security (PCI DSS) · Workplace and organisational contexts · Contractor and visitor safety · Automation and safety technology

24

Public Policy Context

Goal setting and action planning · Financial statement and cash-flow analysis · Capstone scoping: a real governance or policy issue · Designing a governance, compliance or policy solution

25

Learning and Development

Career pathways and professional development · Cognitive load and learning science · The learning and development profession · Blended and hybrid learning design

26

Banking and Finance

Concessional and blended finance · Infrastructure and PPP finance · Value-chain and supply-chain finance · Financial storytelling and data visualisation

27

Risk, Compliance and Control

Audit evidence, sampling and testing · Fraud risk, prevention and detection · Governance and the three lines model · Control monitoring and reporting

28

Operations and Service

Transaction lifecycle and processing · Discipline, conduct and fair-process management · Onboarding and time to productivity · HR service delivery and case management

29

Customers and Advice

Customer segmentation and needs analysis · Employer brand and candidate experience · Buyer behaviour and the customer journey · Voice of the customer and feedback

30

Data and Reporting

Descriptive, diagnostic and predictive analytics · Evidence-based HR decision-making · Management and board reporting · Measuring coaching outcomes

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

Insurance Underwriting, Pricing and Claims — applied to your own work
Financial strategy and capital allocation — applied to your own work
Enterprise risk management and appetite — applied to your own work
Financial risk — applied to your own work
Corporate governance and the finance role — applied to your own work
Board reporting and investor relations — applied to your own work

Enrolment Process

How to Get Certified

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Step 1: Choose Your Certification

You are viewing Certified Bancassurance and Financial Products Advisor — 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 CBAF 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 CBAF?

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 CBAF 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 CBAF 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 CBAF certification?

The Certified Bancassurance and Financial Products 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 CBAF 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 CBAF?

The Certified Bancassurance and Financial Products 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 CBAF?

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

Can I study the CBAF 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 CBAF?

Graduates progress towards senior finance, controller and CFO roles. The CBAF 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 CBAF while working full-time. The self-paced format made it possible, and the quality of the content is genuinely world-class.

Senior Accountant

Government

Certified Bancassurance and Financial Products Advisor

Certified Bancassurance and Financial Products Advisor

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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