How long does this certification take?

The programme takes 12 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 Expert / Executive 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 Banking and Investment Strategist (CBIS) | Online Certification

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 Week 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

✦Banking-Investment Ecosystems

✦Bank Investment Portfolios

✦Treasury Investment Structures

✦Investment Risk Structures

✦Investment Product Architecture

✦Investment Scenario Analysis

Course Curriculum

Programme Modules

The full programme, module by module.

Core CurriculumModules 1–20 · specific to Certified Banking and Investment Strategist · module 20 is the capstone

1

Banking-Investment Ecosystems

Capital markets: how securities are issued, traded and settled · Investment portfolio management · Real options and strategic investment · Collective investment: funds, structures and what the investor actually owns

2

Banking Business Models

Banking business models and the balance sheet that carries them · Roles, conduct and professional standards in banking · Ethics and integrity in banking · Digital disruption and the future of banking

3

Investment Market Structures

Access to finance, grants and investment · Innovation and technology investment · Investment principles and objectives · Investment strategy and allocation

4

Bank Investment Portfolios

Bank capital, risk-weighted assets and Basel requirements · Wealth planning: goals, horizons and the whole financial picture · Capital and balance-sheet optimisation · Capital budgeting: NPV, IRR and payback

5

Banking Capital Allocation

Financial strategy and capital allocation · Resource allocation and capital discipline · Strategic resource allocation and capital deployment · Digital banking platforms and APIs

6

Deposit-Investment Relationships

Managing vendors, partners and external relationships · Client relationships, accounts and retention · Fintech, digital banking and crypto-assets · Supplier relationships, performance and development

7

Treasury Investment Structures

Treasury, market risk and asset-liability management · Treasury operations and banking relationships · Regulatory capital and ratios · Obsolescence and working capital

8

Securities Investment Strategies

Valuing securities: what a price is supposed to represent · Supply markets and the enabling environment · Obsolescence and working-capital impact · Strategic finance: cash, capital structure and value creation

9

Bank Portfolio Diversification

Corporate-level strategy: portfolio, diversification and the parenting question · Portfolio diversification and limits · Corporate strategy: portfolio, diversification and the parenting question · Risk, return and portfolio theory

10

Investment Risk Structures

Risk and return: the relationship every investment decision rests on · Facility and asset protection · Chain of custody in digital evidence · Fixed assets and depreciation

11

Strategic Asset Allocation

Asset allocation: the decision that drives most of the outcome · Equity, fixed income and the main asset classes · Portfolio of evidence and reflective practice · Variable-rate application and yield mapping

12

Banking Investment Opportunities

Cash and liquidity management · Asset classes and instruments · Valuation and security analysis · Liquidity and funding risk

13

Investment Product Architecture

Fixed assets, depreciation and impairment · Tax accounting: current tax, deferred tax and the return · Accounting for grants, projects and restricted funds · Evidence: collection, chain of custody and admissibility

14

Bank Investment Performance

Reading bank financial statements and performance · Evidence and chain of custody: making findings defensible · IT governance, decision rights and the technology portfolio · Corporate strategy and portfolio choices

15

Capital Market Interfaces

Criticality and asset identification · Evidence handling and chain of custody · Safeguarding people and assets · Cash, assets and loss prevention

16

Investment Scenario Analysis

Financial analysis, modelling and valuation · Scenario planning: preparing for futures you cannot predict · Interest-rate risk and gap analysis · Site security performance

17

Banking-Investment Portfolio Optimisation

Writing advisory reports that drive decisions · Handling client resistance and difficult conversations · Managing engagement risk and professional liability · Project KPIs and performance metrics

18

Strategic Investment Governance

IT governance, compliance and data protection obligations · Institutional mandates: objectives, constraints and the investment policy statement · Digital and data-driven go-to-market · Governance codes and comply-or-explain: using the code as a tool

19

Investment Performance Review

Performance management that is worth the time it takes · Climate risk and resilient practices · Cost, performance and FinOps · Performance tuning and optimisation

20

Banking and Investment Strategy

Climate risk, forecasting and resilient practices · Regulatory compliance and market requirements · Linking farmers to markets, finance and inputs · Soil fertility, acidity and what limits yield

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 Banking and Investment Strategist principles aligned with Basel, central-bank regulations and recognised banking and AML standards
Apply evidence-based methods to improve banking operations, credit, payments and financial services
Master retail, corporate and digital banking operations and credit, lending and loan administration
Apply payments, settlements and transaction processing and risk, compliance, aml and financial crime 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 banking operations

Enrolment Process

How to Get Certified

🎯

Step 1: Choose Your Certification

You are viewing Certified Banking and Investment Strategist — one of GLI's 1,990+ globally recognised professional certifications.

💳

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.

📚

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.

🎓

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 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 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

You May Also Like

Certified Trade Finance and Documentary Credit Expert

Certified Bank Branch and Customer Service Manager

Certified Relationship Banking and Client Management Pro

Certified Retail Banking Officer

Certified Card and Retail Transactions Expert

Certified Wealth Banking Officer