How long does this certification take?

The programme takes 10 Week 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@leadership.co.ke, 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 (CBAF) | Online Certification

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 Week 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

✦Bancassurance Business Models

✦Life Assurance Products

✦Investment-Linked Products

✦Bancassurance Product Positioning

✦Premium Collection Through Banks

✦Bancassurance Partner Management

Course Curriculum

Programme Modules

The full programme, module by module.

Core CurriculumModules 1–20 · specific to Certified Bancassurance and Financial Products Advisor · module 20 is the capstone

1

Bancassurance Business Models

Banking business models and the balance sheet that carries them · Digital financial services, mobile money and agent networks · Digital channels and channel migration · Credit scoring and models

2

Banking-Insurance Product Architecture

Digital, mobile and internet banking · Agency and branchless banking · Banking products, services and delivery channels · The regulatory landscape and central banking

3

Insurance Distribution Through Banks

Channel, distribution and trade selling · Insurance distribution channels and intermediaries · Types of banks and financial institutions · The bank balance sheet and how banks make money

4

Life Assurance Products

Assurance: the three lines, coordination and avoiding duplicate effort · Lending products: matching the facility to the need · Deposit products, pricing and interest margin · Intelligence products and briefing

5

General Insurance Products

Banking supervision, prudential returns and resolution · Open banking and APIs · Cross-border payments and correspondent banking · Islamic banking principles and contracts

6

Credit-Linked Insurance

Credit assessment and lending decisions · Credit analysis and the 5 Cs of credit · Trade finance and letters of credit · Principles of credit and lending

7

Investment-Linked Products

Communicating financial results · Financial and technical feasibility analysis · Financial management and cash flow · Anti-corruption and financial-crime ethics

8

Customer Needs Profiling

Customer segmentation and needs analysis · Customer onboarding and lifecycle · Deposits, funding and customer money · KYC, customer due diligence and transaction monitoring

9

Product Suitability

Evaluating strategic options: suitability, acceptability and feasibility · Consumer credit and responsible lending: affordability and suitability · Digital product management and discovery · Client suitability and the advice process

10

Bancassurance Product Positioning

The consulting mindset and trusted advisor positioning · Financial modelling: building something people can rely on · Public and not-for-profit financial management: stewardship of other people’s money · Leases and financial instruments: bringing obligations onto the balance sheet

11

Insurance Sales Channels

The retail landscape: formats, channels and the informal market · Digital disruption and modern go-to-market · Digital and data-driven go-to-market · Retail, merchandising and category growth

12

Policy Administration Interfaces

The policy cycle: formulation, instruments and implementation · Credit policy and approval authority: who may lend, how much, and on what terms · Loan administration, servicing and monitoring · Credit administration: disbursement, monitoring and the file that proves the loan

13

Premium Collection Through Banks

Digital transformation strategy · Measuring digital transformation impact · Digital accessibility and inclusion · Digital transformation roadmaps

14

Claims Referral Systems

Working across disciplines: referral, shared care and the client in the middle · Referral pathways and advocacy: getting people to the help that exists · Digital learning strategy · Contract variations, claims and disputes

15

Product Compliance Interfaces

IT governance, compliance and data protection obligations · Regulatory and compliance requirements · Payments compliance: sanctions, AML and regulatory reporting · Digital evidence: principles of handling and examination

16

Bancassurance Partner Management

Technology and digital strategy: alignment, portfolio and roadmap · Digital user experience and accessibility · Digital ethics and algorithmic accountability · Building digital capability in an organisation

17

Bancassurance Performance Metrics

Social performance and outreach · Retail performance metrics: sales densities, conversion and basket · Innovation and fintech collaboration · Managing resistance and reskilling

18

Cross-Selling Architecture

Relationship banking and cross-selling · Cross-selling, up-selling and expansion · Upselling and cross-selling in service · Relationship management and cross-selling

19

Bancassurance Portfolio Review

Loan portfolio management, arrears and recovery · Portfolio monitoring and review: what to watch and what to ignore · Credit portfolio management: concentration, correlation and appetite · Managing deteriorating and non-performing exposures

20

Bancassurance Advisory Practicum

Payment innovation and fintech · Payment risk types and management · Fraud typologies and prevention · Card and data security (PCI DSS)

Professional ElectivesModules 21–30 · common to all GLI certifications · broaden your professional range

21

Strategic Communication and Executive Presentation

Vision, purpose and translating direction into work · Audience-centred communication and message structure · Executive leadership: the board interface and enterprise stewardship · Persuasive structure: framing, evidence and the ask

22

Leadership and Team Effectiveness

Leadership identity, style and the limits of style · Leadership assessment, feedback and continuous self-review · What critical reasoning is and what it is not · Situational and adaptive leadership

23

Analytical Thinking and Evidence-Based Reasoning

Creativity and critical-thinking development · Analytical techniques and bias · Evidence-based improvement · Problem framing: symptoms, definition and scope

24

Professional Decision-Making

Managerial decision-making, bias and decision rights · Escalation and decision-making · Decision support: briefs, options and judgement under pressure · Decision frameworks: criteria, weighting and trade-offs

25

Negotiation, Influence and Stakeholder Management

Negotiation preparation: interests, options and the walk-away · Power, followership and organisational politics · Negotiation: preparation, interests and value creation · Concessions, anchoring and the shape of a bargain

26

Project and Execution Management

Proposals, bids and the business case · Project roles and the project manager · Developing the project business case · Planning, scheduling and personal workflow systems

27

Financial Literacy for Professionals

Financial reporting standards and their application · Financial management for the operating manager · Liquidity, funding and balance sheet management · Management accounting: costing, budgeting and decision support

28

Digital Skills, AI and Technology for Professionals

Digital workplace, collaboration and user support · Productivity, collaboration and workflow tools · Tools for interaction and collaboration · Working with data: quality, interpretation and honest presentation

29

Ethics, Governance and Professional Accountability

Ethical leadership: integrity, tolerated behaviour and moral courage · Ethics, conduct and speaking up · Business development risk, ethics and integrity · AI for managers: adoption, oversight and governance

30

Personal Effectiveness, Productivity and Career Growth

Emotional competence: awareness, regulation and expression · Self-awareness, strengths and the accuracy of self-image · Emotional intelligence and self-regulation · Priority: outcomes, importance and the urgency trap

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

Establish a comprehensive understanding of Certified Bancassurance and Financial Products Advisor principles aligned with IFRS, GAAP and recognised financial management and reporting standards
Apply evidence-based methods to improve financial management, accounting, budgeting and financial analysis
Master financial accounting, reporting and analysis and budgeting, planning and cost control
Apply corporate finance, investment and valuation and treasury, working capital and cash management 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 financial management

Enrolment Process

How to Get Certified

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Step 2: Enrol & Pay Online — Instantly

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Step 3: Study in the GLI Learning Portal

Work through 15 structured modules and 75 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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Secure checkout · Instant LMS access · Globally verifiable certificate

Frequently Asked Questions

Common Questions

What is the CBAF certification?

The Certified Bancassurance and Financial Products Advisor is a professional certification awarded by the Global Leadership Institute. It covers 20 core modules specific to Bancassurance and Financial Products Advisor, culminating in the capstone “Bancassurance Advisory Practicum”, plus 10 professional elective modules common to all GLI certifications. Candidates study through the online portal, submit the capstone project and sit a final examination; those who pass receive a verifiable certificate carrying a unique certificate ID.

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 Week 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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