What is the Certified Islamic Financial Planner?

The Certified Islamic Financial Planner 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 8 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 Intermediate 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 Islamic Financial Planner (CISFP) | Online Certification

Executive Summary

Certified Islamic Financial Planner

Designed for today’s high-impact professionals, the Certified Islamic Financial Planner (CISFP) 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 8 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 CISFP 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 Islamic Financial Planner

Acronym

CISFP

Who Should Enrol?

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
Reading Financial Statements — 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 Islamic Financial Planner

Certified Islamic Financial Planner: 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

Budgeting and Variance

Budgeting, forecasting and variance analysis
Accrual accounting and the profit-cash gap
Investment appraisal and the cost of capital
Credit assessment and the five Cs
Preparing financial statements
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

Internal Control and Fraud

Internal control and the fraud triangle
Audit evidence, sampling and professional scepticism
AML, KYC and financial crime prevention
Communicating financial results
Psychodynamic and psychoanalytic approaches
Attachment and developmental theory
Professional roles, boundaries and settings
Ethical principles and codes of practice
Managing boundaries and dual relationships
Peer support and consultation
Sustaining ethical, effective practice
Ethical frameworks and codes of practice
Duty of care and risk management
Record-keeping and data protection
Complaints, accountability and fitness to practise

Investment and Cost of Capital

Investment appraisal and the cost of capital
Treasury, liquidity and currency exposure
Budgeting, forecasting and variance analysis
Legal responsibilities and professional bodies
Client feedback and satisfaction
Evidence-based improvement
Managing risk and difficult cases
Designing and facilitating groups
Psychoeducation and workshops
Assets, liabilities and equity reporting
Working with organisations on wellbeing
Designing an intervention or programme
Ratio and trend analysis
KPIs and performance reporting
Reporting automation

Regulation and Compliance

Financial regulation and prudential supervision
AML, KYC and financial crime prevention
Expected credit loss and portfolio quality
Evidence-based practice
Card and data security (PCI DSS)
Risk assessment and safety planning
Goal setting and contracting
Digital currencies and CBDCs
Regulatory and compliance requirements
Treatment planning and review
Emerging payment technologies
Managing complexity and comorbidity
Workplace and organisational contexts
Change talk and readiness
Tax administration and compliance

Profit, Cash and the Gap Between

Accrual accounting and the profit-cash gap
Reading financial statements as a manager
Treasury, liquidity and currency exposure
Applying reporting standards and accounting judgement
Digital finance, mobile money and payment operations
Insurance, risk transfer and retained risk
The finance function, month-end close and reporting cycle
SME and relationship lending in practice
Goal setting and action planning
Habit change and behaviour design
Accountability and follow-through
Strengths, flow and engagement
Meaning, purpose and values
Outcome and process measures
Payment regulation and oversight

Reading Financial Statements

Reading financial statements as a manager
Accrual accounting and the profit-cash gap
Audit evidence, sampling and professional scepticism
Data, records and confidentiality tech
Practice management systems
Psychometric and screening tools
Emerging tools and innovation
Professional writing and reports
Fees, pricing and interchange
Managing difficult conversations
Performance and SLAs
Payment risk types and management
Building trust and engagement
Leading groups and workshops
Writing advisory reports that drive decisions

Data and Reporting

Audit opinions and reporting
Portfolio management and reporting
Digital and alternative-data credit
Board reporting and investor relations
Board and executive financial reporting
Financial storytelling and data visualisation
Data ethics and privacy in finance
Data gathering and financial analysis
Financial reporting standards (IFRS/GAAP)
Disclosure, notes and integrated reporting
Reporting quality and earnings management risks
Working papers and evidence
Findings, rating and reporting
Audit committee reporting
Substantive and analytical procedures

Analysis and Decisions

Projects, programmes and portfolios
Valuation and security analysis
Cost-to-serve and value-for-money analysis
Capstone scoping: a real financial problem or decision
Risk assessment and sensitivity analysis
Recommendations and decision support
Trend, common-size and comparative analysis
Pricing, contribution and product decisions
Make-or-buy and outsourcing decisions
Investment and disinvestment decisions
Costing methods and relevant cost for decisions
Interest-rate risk and gap analysis
Systems analysis, design and modelling
The business analysis discipline and role
Stakeholder and gap analysis

Operations and Process

Digital financial services
Portfolio quality and risk
Finance transformation and target operating models
Process re-engineering and shared services
Process efficiency and cycle-time metrics
Quality, accuracy and error reduction
Transaction lifecycle and processing
Project management standards (PMI, PRINCE2)
Cheque clearing and processing
Back-office processing and controls
Process improvement and automation
Advisory and non-financial services
Service levels and quality
Approval processes and delegation
Design thinking for service

Leadership and Management

Tax risk management
Operational risk management
Cash and liquidity management
Financial risk types and management
SME portfolio management
The project environment and stakeholders
Team leadership within finance
Change management in finance
Working capital management and the cash cycle
Cash flow forecasting and liquidity management
Receivables, payables and inventory management
Financial risk management and derivatives
Vendor selection and management
Issue and problem management
Servant leadership and self-organising teams

People and Development

Managing resistance and upskilling teams
Development banking principles
Appraisal of development projects
Project roles and the project manager
Lessons learned and development
Wellbeing and resilience coaching
Measuring coaching outcomes
Working with referrers and multidisciplinary teams
Collaboration and teamwork
Scaling delivery capability
Project management plan development
Coaching and developing team members
Managing virtual and cross-cultural teams
Building high-performing project teams
Sales enablement and coaching

Communication

Presenting financial information clearly
Investor relations and market communication
Professional case study and presentation
Communicating with families and carers
Psychoeducation and public communication
Professional documentation and presentation
Integrated marketing communications
Professional presentation and pitching
Media and public communication
Facilitation, training and public presentation skills
Communicating technical information to diverse audiences
Presentation and public speaking
Professional report and presentation
Voice, communication and delivery
Safety communication and campaigns

Stakeholders and Clients

Managing audit and regulator relationships
Stakeholder mapping for the finance function
Business partnering and influencing
Negotiation with banks, investors and suppliers
Stakeholder identification and analysis
Stakeholder engagement strategy
Managing expectations and influence
Building project relationships
Conflict resolution and negotiation
Commercial negotiation and value capture
Influencer and affiliate marketing
Stakeholders, agency and accountability
Trends: ESG, transparency and stakeholder capitalism
Shareholder and stakeholder rights
Employment relationship and the psychological contract

Markets and Customers

Transfer pricing documentation
Business case and strategic alignment
Loan structuring and pricing
Market risk and VaR
Transfer pricing and international tax
Transfer pricing basics
Customer service and experience principles
Customer expectations and satisfaction
The customer experience (CX) discipline
Ethics and fair customer treatment
Service culture and brand promise
Customer lifetime value
Voice of the customer to the business
Working with product and operations
Customer onboarding and lifecycle

Technology and Systems

Digital and internet banking
Treasury technology and systems
Digital finance and automation roadmaps
Innovation and fintech partnerships
Enterprise resource planning (ERP) and finance systems
Automation, RPA and the digital close
Cloud finance and system integration
Payment innovation and fintech
Digital tax administration
Project governance and assurance
Emerging project technologies
Technology governance and change control
Digital credit and alternative data
Bridging business and technology
Designing a technical solution or system

Strategic Context

Investment strategy and allocation
Hedging strategies and instruments
Financial strategy and capital allocation
Mergers, funding and growth strategy
Collections strategy
Brand strategy, identity and equity
Pricing strategy
Digital marketing strategy
Data-driven growth
Key account management strategy
Building strategic customer relationships
Digital transformation and IT strategy
Procurement’s contribution to organisational strategy
Category management and strategy development
Sourcing strategies and portfolio (Kraljic)

Projects and Delivery

Crisis, resilience and contingency planning
Leading finance projects and change
Forecasting and planning (FP&A)
Tax planning, avoidance and evasion distinguished
Tax planning vs avoidance vs evasion
Audit programmes and fieldwork
Planning and understanding the entity
Project finance structures
Risk-based audit planning
Communications strategy and planning
Tender planning and documentation
Realising and measuring project value
Capstone scoping: a real project or programme
Designing the project plan and schedule
Delivery, quality and stakeholder plan

Performance Measurement

Interpreting financial performance
Project governance frameworks
Performance measurement and attribution
Finance KPIs and the finance scorecard
Concurrency and performance
Investment principles and objectives
Metrics and reporting
Performance measurement and KPI dashboards
Continuous feedback and performance conversations
Stakeholder and sponsor management
Leading and lagging metrics
Net Promoter Score and satisfaction metrics
Performance management in service
Coaching for performance
Banking KPIs and branch scorecards

Procurement and Suppliers

Payables, procurement controls and supplier fraud
Value-chain and supply-chain finance
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
Procurement and asset management under donor rules
Vendor, venue and supplier contracting for events
Water supply systems: sources, treatment and distribution
Reporting to boards and executives
Managing organisational politics
Procurement and stock management for health commodities

Ethics and Conduct

Ethics, transparency and reputation
Roles, conduct and professional standards in banking
Ethics and suitability
Professional ethics and codes (IFAC, ACCA, CIMA)
Ethics and transparency in tax
Ethics in tax practice
Driving effective, ethical outcomes
Ethical, risk and feasibility considerations
Ethics of technology in practice
Professional ethics and responsibility (PMI)
Professional standards and ethics
Change control and configuration
Roles, standards and professional conduct
Professional ethics in customer service
Responsible and ethical service

People Administration

Payroll, statutory deductions and employment cost
Workforce management and scheduling
Workforce planning and scheduling
Employee experience and engagement
Employee engagement models and drivers
The employee lifecycle and HR value chain
Strategic workforce planning and demand forecasting
Workforce and shift management in retail
Employee voice, surveys and action planning
Credit risk measurement
Credit risk governance

International and Currency

International and cross-border tax
Foreign exchange and currency risk
Governance of operations
Leading project governance
Corporate governance and the finance role
Interest-rate risk and hedging
Governance of controls and reporting
Managing tax risk and audits
Tax compliance and the tax risk agenda
Stakeholder mapping and engagement
Financial inclusion strategy
Organisational change management

Change

Measuring transformation impact
Digital and market transformation
Behaviour change and adoption of innovations
Customer experience transformation
Digital and self-service transformation
Measuring CX transformation impact
Digital transformation in banking
Foreign exchange and treasury operations
Foreign exchange and hedging
Change management and adoption
Regulatory change management
Baseline setting and change control
Sales and marketing transformation
Measuring growth and transformation impact
Change and adoption in projects

Sustainability and ESG

Sustainability and responsible finance
Sustainability of microfinance
Market analysis and environmental scanning
Sustainability and responsible marketing
Carbon markets and climate finance
Monitoring sustainability outcomes
Monitoring, evaluation and sustainability plan
Sustainability certification and standards
Responsible and sustainable banking
Sustainable and green banking
Control environment and risk assessment
The regulatory and legal environment
Responsible and sustainable governance
ESG principles and frameworks
Sustainability strategy and materiality

Learning and Research

Qualitative and quantitative research
Innovation and continuous delivery
Complaint data and learning
Training needs analysis
Cognitive load and learning science
The learning and development profession
Learning strategy and business alignment
Learning cultures and the learning organisation
Blended and hybrid learning design
Motivation and self-directed learning
Training needs analysis and learning strategy
Monitoring, evaluation and learning for accountability
Evidence-based practice and research literacy
Lessons learned and knowledge management
Market research design and methods

Financial Practice

Microfinance models and methodologies
Financial risk: credit, market, liquidity, operational
Data-driven and real-time finance
Benchmarking finance against best practice
Continuous improvement and lean finance
Finance maturity assessment
Driving measurable financial improvement
Building a model, budget or business case
Short-term financing and money markets
Business intelligence and finance dashboards
Reconciliations and the financial close
Financial inclusion and serving underbanked markets
Financial modelling and forecasting discipline
Corporate income tax computation
Tax compliance and returns

Banking and Financial Services

Agile and digital transformation projects
Consumer, SME and corporate credit
Stress testing credit portfolios
Credit bureaus and data
Regulatory capital for credit
Credit and counterparty risk
Investment of surplus funds
Ethics and treating customers fairly in insurance
Vehicle financing, insurance and total cost of ownership conversations
Healthcare quality, safety and accreditation
Health financing: budgets, insurance and out-of-pocket realities
The banking system, intermediation and financial markets
The regulatory landscape and central banking
Digital disruption and the future of banking
Stakeholder mapping in banking

Risk and Control

Statutory compliance and filings
Regulatory compliance in operations
Regulatory compliance and professional duty
Fraud risk, prevention and detection
Derivatives and risk instruments
Process and control documentation
Governance and the three lines model
Fraud risk and controls
Control monitoring and reporting
Quality assurance of audit
Assurance engagements and standards
Managing resistance and readiness
Governance, risk and compliance (GRC)
Governance and organisational value
Public, private and non-profit governance

Legal and Regulatory

Regulatory reporting and disclosure
Recovery and legal remedies
Regulatory capital and ratios
Compliance and regulatory projects
Advocacy and policy engagement
Regulatory compliance and biosafety
Regulatory compliance and market requirements
Regulatory and fair-treatment obligations
Regulatory duty and accountability
Regulatory compliance and central-bank rules
Regulatory reporting and audits
Implementation and contract plan
Contract types and risk allocation
Contract administration and variation
Contract performance and exit

Learning Outcomes

What You Will Achieve

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
Reading Financial Statements — applied to your own work

Enrolment Process

How to Get Certified

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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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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 CISFP 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 CISFP?

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 CISFP certification take to complete?

The programme is structured over 8 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 CISFP internationally recognised?

What is the cost of the CISFP certification?

The Certified Islamic Financial Planner is offered in two formats: Self-Paced at USD 349 and Live Virtual at USD 549. Corporate group rates are available for organisations enrolling 5 or more participants. Contact GLI for a bespoke corporate training quotation.

What does the CISFP 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 CISFP?

The Certified Islamic Financial Planner 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 CISFP?

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

Can I study the CISFP 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 CISFP?

Graduates progress towards senior finance, controller and CFO roles. The CISFP 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 Islamic Financial Planner

Certified Islamic Financial Planner

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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