What is the Certified Financial Technology Professional?

The Certified Financial Technology Professional is a globally recognised professional certification by the Global Leadership Institute (GLI), designed to equip professionals with advanced competencies in Finance & Accounting.

How long does this certification take?

The programme is 12 Week 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@leadership.co.ke, contacting us via WhatsApp at +254 722 223 084, or filling the enrolment form below.

Certified Financial Technology Professional (CFTP) | Online Certification

Executive Summary

Certified Financial Technology Professional

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

This 12 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 CFTP 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 Financial Technology Professional

Acronym

CFTP

Who Should Enrol?

Reading Financial Statements — applied to your own work
Budgeting and Variance — applied to your own work
Internal Control and Fraud — applied to your own work
Investment and Cost of Capital — applied to your own work
Regulation and Compliance — applied to your own work
Profit, Cash and the Gap Between — applied to your own work

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

Click any module to explore the detailed curriculum topics included in this certification.

Foundations and Strategic Context of Certified Financial Technology Professional

Certified Financial Technology Professional: 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
Accounting concepts, principles and the regulatory landscape
Financial statements and the accounting equation
Stakeholders and users of financial information
Ethics and professional standards in finance
Corporate objectives and shareholder value
The finance function and digital transformation
Building a finance career 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
Credit assessment and the five Cs
Business partnering with the enterprise
Mergers, funding and growth strategy
Crisis, resilience and contingency planning
Stakeholder mapping for the finance function
Board and executive financial reporting
Investor relations and market communication
Business partnering and influencing
Presenting financial information clearly
Negotiation with banks, investors and suppliers
Managing audit and regulator relationships
Financial storytelling and data visualisation

Budgeting and Variance

Budgeting, forecasting and variance analysis
Accrual accounting and the profit-cash gap
Investment appraisal and the cost of capital
Analytical techniques and bias
Portfolio management and reporting
Credit risk measurement
Portfolio diversification and limits
Concentration and sector risk
Preparing financial statements
Stress testing credit portfolios
Collections strategy
Credit bureaus and data
Regulatory capital for credit
Recovery and legal remedies
Credit risk governance

Internal Control and Fraud

Internal control and the fraud triangle
Audit evidence, sampling and professional scepticism
AML, KYC and financial crime prevention
Financial reporting frameworks (IFRS/GAAP)
Interpreting financial statements
Integrated and sustainability reporting
Reporting quality and governance
Management accounts and dashboards
Budget vs actual and variance
Cost and profitability analysis
Forecasting and planning
Data visualisation for finance
Decision support and insight
Communicating financial results
Psychodynamic and psychoanalytic approaches

Investment and Cost of Capital

Investment appraisal and the cost of capital
Treasury, liquidity and currency exposure
Budgeting, forecasting and variance analysis
Forecasting and planning (FP&A)
Evidence-based financial recommendations
Enterprise resource planning (ERP) and finance systems
Financial data, master data and the chart of accounts
Automation, RPA and the digital close
Business intelligence and finance dashboards
Data analytics and predictive finance
Cloud finance and system integration
Cybersecurity and financial data protection
Attachment and developmental theory
Professional roles, boundaries and settings
Managing boundaries and dual relationships

Regulation and Compliance

Financial regulation and prudential supervision
AML, KYC and financial crime prevention
Expected credit loss and portfolio quality
Peer support and consultation
Credit and counterparty risk
Market risk and VaR
Liquidity and funding risk
Ethical frameworks and codes of practice
Regulatory capital and ratios
Stress testing and scenarios
Development banking principles
Project finance structures
Appraisal of development projects
Concessional and blended finance
Duty of care and risk management

Profit, Cash and the Gap Between

Accrual accounting and the profit-cash gap
Reading financial statements as a manager
Treasury, liquidity and currency exposure
Advisory and non-financial services
SME portfolio management
Sector-focused SME finance
Record-keeping and data protection
Microfinance models and methodologies
Complaints, accountability and fitness to practise
Legal responsibilities and professional bodies
Digital financial services
Client feedback and satisfaction
Portfolio quality and risk
Sustainability of microfinance
Financial strategy and capital allocation

Strategic Context

Investment strategy and allocation
Hedging strategies and instruments
Evidence-based improvement
Platform and ecosystem strategy
Digital business models and monetisation
Growth strategy and expansion sequencing
Training needs analysis and learning strategy
Communication strategy in change programmes
Aligning HR strategy with organisational strategy
Strategic workforce planning and demand forecasting
Reward strategy and total reward frameworks
Setting strategic priorities and choices
Aligning teams around strategy
Strategy execution and the balanced scorecard
Strategic decision-making under uncertainty

Projects and Delivery

Audit programmes and fieldwork
Planning and understanding the entity
Leading finance projects and change
Tax planning, avoidance and evasion distinguished
Tax planning vs avoidance vs evasion
Leading project governance
Change and adoption in projects
Innovation and continuous delivery
Agile and digital transformation projects
Scaling delivery capability
Building project management maturity
Continuous improvement of programmes
Project management principles and lifecycle
Cost reduction and efficiency programmes
Compliance frameworks and programmes

Performance Measurement

Interpreting financial performance
Performance and SLAs
Managing risk and difficult cases
Lessons learned and development
KPIs and performance reporting
Performance measurement and attribution
Finance KPIs and the finance scorecard
Process efficiency and cycle-time metrics
Performance measurement and KPI dashboards
Metrics design and the gaming problem
Continuous feedback and performance conversations
Contract performance and exit
Retail performance metrics: sales densities, conversion and basket
Psychometric and screening tools
Project KPIs and performance metrics

Procurement and Suppliers

Value-chain and supply-chain finance
Payables, procurement controls and supplier fraud
Driving effective, ethical outcomes
Supply market analysis
Procurement and supply chain: scope and value
The procurement cycle and operating models
Public versus private procurement
Supply markets and the enabling environment
Digital procurement and the future of the profession
Sustainable procurement principles and standards
Fair trade and responsible supply
Conflicts of interest and procurement ethics
Procurement and contract value
Procurement and contract management
Vendor selection and management

Ethics and Conduct

Ethics and transparency in tax
Ethics in tax practice
Ethics, transparency and reputation
Roles, conduct and professional standards in banking
Ethics and suitability
Professional ethics and codes (IFAC, ACCA, CIMA)
Data ethics and privacy in finance
Ethics and independence
Ethics in communications
Ethics, confidentiality and professional conduct in HR
HR competencies and professional standards (SHRM, CIPD)
Ethics and treating customers fairly in insurance
Regulation, ethics and misinformation in media and telecoms
Ethical principles and codes of practice
Sustaining ethical, effective practice

People Administration

Payroll, statutory deductions and employment cost
Employee engagement models and drivers
Future of work and workforce transformation
The employee lifecycle and HR value chain
Communicating risk to the workforce
Workforce and shift management in retail
Workforce management and scheduling
Workforce planning and scheduling
Employee experience and engagement
Customer and employee satisfaction
Employee voice, surveys and action planning
Employee relations, discipline and fair process
Employee engagement and what actually drives it
Talent, succession and workforce learning
Digital HR and the employee experience platform

International and Currency

Transfer pricing and international tax
International and cross-border tax
Foreign exchange and currency risk
Global and comparative HR contexts
Operational risk management
Governance of operations
Valuation and security analysis
Financial risk types and management
Designing and facilitating groups
Corporate governance and the finance role
Team leadership within finance

Change

Change management in finance
Measuring transformation impact
Finance transformation and target operating models
Change management and adoption
Regulatory change management
Psychoeducation and workshops
Working with organisations on wellbeing
Variations, claims and delay: managing change on site
Change talk and readiness
Habit change and behaviour design
Change control and configuration
Measuring CX transformation impact
Digital transformation in banking
Foreign exchange and treasury operations
Technology governance and change control

Sustainability and ESG

Sustainability and responsible finance
Sustainability standards (GRI, ISSB)
Designing an intervention or programme
Sustainability and environmental duty
Environmental management systems (ISO 14001)
Environmental legal compliance
Sustainability and climate responsibility
Environmental monitoring and reporting
Continuous environmental improvement
Integration with quality and environment
Sustainability and responsible sourcing
Monitoring sustainability outcomes
Monitoring, evaluation and sustainability plan
Sustainability certification and standards
Responsible and sustainable banking

Learning and Research

Leading the learning function
Knowledge management and capability building
Learning technologies and the LMS
Learning transfer and capability building
Monitoring, evaluation and learning for accountability
Evidence-based practice and research literacy
Lessons learned and knowledge management
Market research design and methods
Qualitative and quantitative research
Facilitation, training and public presentation skills
Ethical, risk and feasibility considerations
Building the learning brand
Aligning learning to performance
Complaint data and learning
Training and capability building

Financial Practice

Digital finance, mobile money and payment operations
The finance function, month-end close and reporting cycle
Tax administration and compliance
Digital tax administration
Corporate income tax computation
Tax compliance and returns
Tax risk management
Managing tax audits and queries
Tax provisioning and reporting
Keeping current with tax change
Types of banks and financial institutions
Benchmarking finance against best practice
Continuous improvement and lean finance
Cost-to-serve and value-for-money analysis
Finance maturity assessment

Banking and Financial Services

Payment risk types and management
Emerging payment technologies
Trade finance and letters of credit
Professional case study and presentation
Digital and internet banking
Loan structuring and pricing
Consumer, SME and corporate credit
Treasury technology and systems
Digital and alternative-data credit
Financial risk: credit, market, liquidity, operational
Investment of surplus funds
Investment and disinvestment decisions
Financial inclusion and serving underbanked markets
Insurance, risk transfer and retained risk
Payment regulation and oversight

Risk and Control

Financial risk management and derivatives
Fraud risk, prevention and detection
Governance of controls and reporting
Statutory compliance and filings
Managing tax risk and audits
Tax compliance and the tax risk agenda
Regulatory and compliance requirements
Evidence-based practice
Back-office processing and controls
Regulatory compliance in operations
Regulatory compliance and professional duty
Risk assessment and sensitivity analysis
Interest-rate risk and hedging
Data quality and governance
Programme governance and assurance

Legal and Regulatory

Regulatory reporting and disclosure
Regulatory liquidity ratios (LCR, NSFR)
Contract law and formation
Contract exit and renewal
Risk assessment and safety planning
Employment relationship and the psychological contract
Legal and regulatory responsibility
Legal, cost and feasibility analysis
Contractor and visitor safety
Policy, planning and objectives
Legal and other requirements
Contract types and risk allocation
Contract administration and variation
Contract governance and compliance
Real estate regulation, licensing and professional conduct

Data and Reporting

Reporting automation
Data security and confidentiality
Working papers and evidence
Findings, rating and reporting
Audit committee reporting
Substantive and analytical procedures
Audit opinions and reporting
Disclosure, notes and integrated reporting
Reporting quality and earnings management risks
Data visualisation and financial storytelling
Audit evidence, sampling and testing
Financial modelling and forecasting discipline
Applying reporting standards and accounting judgement
Card and data security (PCI DSS)
Goal setting and contracting

Analysis and Decisions

Pricing, contribution and product decisions
Make-or-buy and outsourcing decisions
Costing methods and relevant cost for decisions
Treatment planning and review
Ratio and trend analysis
Recommendations and decision support
Trend, common-size and comparative analysis
Financial modelling and scenario analysis
Sensitivity, scenario and what-if analysis
Analytics translation: from data to decision
Structured problem solving: issue trees and hypotheses
Financial and technical feasibility analysis
Data-driven decision support and analytics
Prioritising experience investments
Customer and journey analysis

Operations and Process

Process re-engineering and shared services
Quality, accuracy and error reduction
Transaction lifecycle and processing
Cheque clearing and processing
Process improvement and automation
Service levels and quality
Approval processes and delegation
Managing complexity and comorbidity
Service quality and the passenger experience in transport
Mineral processing and beneficiation
Quality management on site: inspections, hold points and defects
Governance of service standards
Responsible and ethical service
Service KPIs: CSAT, NPS, CES, SLAs
Quality monitoring and coaching

Leadership and Management

Cash flow forecasting and liquidity management
Receivables, payables and inventory management
Workplace and organisational contexts
Goal setting and action planning
Cash and liquidity management
Working capital management and the cash cycle
Project roles and the project manager
Stakeholder and sponsor management
Project management maturity assessment
Value and benefits management
Requirements gathering and management
Enterprise risk management in banks
Liquidity risk and asset-liability management
Business continuity and crisis management
Sanctions screening and PEP management

People and Development

Managing resistance and upskilling teams
Coaching for performance
Team leadership in banking operations
Development banking and project finance
Message development and testing
Supplier development and innovation
Continuing professional development
Career pathways and professional development
Measuring development impact
Feedback and developmental conversations
Career and talent development
Collaboration and teamwork
Project management plan development
Schedule development and optimisation
Servant leadership and self-organising teams

Communication

Media and public communication
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
Communications strategy and planning
Internal communications
Corporate social responsibility communications
Professional documentation and presentation
Communication planning and management
Integrated marketing communications
Professional presentation and pitching

Stakeholders and Clients

Delivery, quality and stakeholder plan
Stakeholder identification and analysis
Stakeholder engagement strategy
Managing expectations and influence
Negotiation and conflict management
Building project relationships
Conflict resolution and negotiation
Commercial negotiation and value capture
Influencer and affiliate marketing
Building strategic customer relationships
Sponsorship and negotiation selling
Accountability and follow-through
Negotiation with buyers, suppliers and financiers
Partnership building and multi-stakeholder platforms
Relationship management and retention

Markets and Customers

Transfer pricing basics
Transfer pricing documentation
Wellbeing and resilience coaching
Fees, pricing and interchange
Voice of the customer programmes
Reducing customer effort
CRM systems and customer data
Customer service technology stack
Social media customer care
Unified customer view
Customer loyalty and advocacy
Customer experience transformation
Professional ethics in customer service
Designing voice-of-customer programmes
Sustaining strategic customer focus

Technology and Systems

Innovation and fintech partnerships
Digital currencies and CBDCs
Digital finance and automation roadmaps
Closed-loop feedback systems
Self-service and digital support
Technology selection and integration
Emerging service technologies
Digital, mobile and internet banking
The banking system, intermediation and financial markets
Innovation and fintech collaboration
Branch-to-digital migration
Digital credit and alternative data
Performance management systems and cycles
Safety management systems (ISO 45001)
Technology strategy and architecture choices

Learning Outcomes

What You Will Achieve

Reading Financial Statements — applied to your own work
Budgeting and Variance — applied to your own work
Internal Control and Fraud — applied to your own work
Investment and Cost of Capital — applied to your own work
Regulation and Compliance — applied to your own work
Profit, Cash and the Gap Between — applied to your own work

Enrolment Process

How to Get Certified

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Step 1: Choose Your Certification

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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 CFTP 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 CFTP?

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 CFTP 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 CFTP internationally recognised?

What is the cost of the CFTP certification?

The Certified Financial Technology Professional 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 CFTP 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 CFTP?

The Certified Financial Technology Professional 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 CFTP?

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

Can I study the CFTP 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 CFTP?

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

Certified Financial Technology Professional

Certified Financial Technology Professional

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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