Zafin Certifications
Level up with our certifications
Zafin certifications are courses specially designed for customers and partners to nurture their knowledge of Zafin products to get the most out of them and prepare their team for a successful implementation
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How to participate in Zafin certifications
Review the certification offerings
Explore the learning paths for the certifications you are interested in. You will find details of what is required to become certified, including required courses and other prerequisites that may apply.
Take the self-learning track
Self-enroll and take self-learning courses at your own pace, including any prerequisites that may apply.
Take the assisted learning path
Self-enroll and take assisted learning courses by registering for the virtual classroom session that best fits your schedule. Make sure you have completed all prerequisites beforehand.
Get your certification
Self-enroll and take the exams when you are ready to complete your certification.
Our certifications
We offer certifications across the banking product lifecycle
Developing requirements
This course is intended for learners focused on requirements and implementations. This certification is the first step towards the Zafin SaaS SME certification.
Learning path
This certification includes the following set of courses:- Developing Requirements – Self-learning
- Developing Requirements – Assisted learning session
- Developing Requirements – Test
Approximate Duration
Self-learning – 2 hoursAssisted learning sessions – 4 hours (2 hours per session)
Certification Test – 2 hours
Key topics
- Zafin Requirements template
- Explore using the Commissions, Fees, Packages, Offers and Rewards requirements template.
- Several banking use cases will be reviewed, putting theory into practice.
SaaS
Understanding SaaS cloud infrastructure has never been more critical. This course focuses on the technical architecture and infrastructure components.
Learning path
This certification includes the following set of courses:- SaaS Connectivity – Self Learn
- SaaS Connectivity – Assisted Learning session
- SaaS Connectivity – Test
Approximate Duration
Self-learn – 2 hoursAssisted learn sessions – 4 hours (2 hours per session)
Certification Test – 2 hours
Key topics
- Connecting to Zafin SaaS using local authentication
- Exchanging files with Zafin SaaS
- Calling Zafin SaaS APIs
- Establishing SSO connectivity with Zafin SaaS
Packages configuration
This course is about package concepts and banking examples of their use and how they are configured.
Learning path
This certification includes the following set of courses:- Packages Configuration – Self-learning
- Packages Configuration – Assisted Learn session
- Packages Configuration – Test
Approximate Duration
Self-learning – 2 hoursAssisted learning sessions – 4 hours (2 hours per session)
Certification Test – 2 hours
Key topics
- Concepts associated with Packages
- How to configure Packages
- Why Packages are important
Fees configuration
This certification includes abundant examples of the use of fees in practice and the business concepts associated with them.
Learning path
This certification includes the following set of courses:- Fees Configuration – Self-learning
- Fees Configuration – Assisted Learn sessions 1 and 2
- Fees Configuration – Test
Approximate Duration
Self-learning – 2 hoursAssisted learning sessions – 4 hours (2 hours per session)
Certification Test – 2 hours
Key topics
- Setting fees for products and services
- Setting waivers of fees
- Setting cash backs and rebates
Offers and Rewards
This course introduces both the offers and rewards individually, how they work together, and their configuration.
Learning path
This certification includes the following set of courses:- Offers and Rewards Configuration – Self Learn
- Offers and Rewards Configuration – Assisted Learning sessions 1 and 2
- Offers and Rewards Configuration – Test
Approximate Duration
Self-learning – 2 hoursAssisted learning sessions – 4 hours (2 hours per session)
Certification Test – 2 hours
Key topics
- Concepts associated with Offers and Rewards
- How to set up Cash Back, Cash Bonus and Interest Bonus offers
Rates Management
This certification covers the different types of rates available and bank examples, providing insights on the different usage of the above to achieve
Learning path
This certification includes the following set of courses:- Rates Configuration – Self-learning
- Rates Configuration – Assisted Learn sessions 1 and 2
- Rates Configuration – Test
Approximate Duration
Self-learning – 2 hoursAssisted learning sessions – 4 hours (2 hours per session)
Certification Test – 2 hours
Key topics
- Rates for deposit and lending products
- Rate adjustments
- Introductory and special rates
