Training Services

MicroFinanza Rating has developed an extensive range of training modules to meet the needs of various stakeholders:

Modules Training Objectives
Digital finance Client protection, risk management and financial performance analysis methods to assess and monitor the financial and social profile of digital business models. Case studies from fintechs, financial institutions with digital operations, channels and services, and mobile financial services.
Pricing Analysis of pricing in microfinance: calculation tools, components, determinants, transparency, comparative analysis, transparency regulation and price cap experiences.
Client Protection Analysis of good practices and risks of client protection, using the SMART  campaign principles: prevention of over-indebtedness, transparency, responsible pricing, responsible treatment of clients, privacy, mechanisms for complaints resolution.

Social performance management

Analysis of good practices, how to build systems and how to assess the social performance management, strategy and measurement of financial institutions, using the SPTF Universal Standards framework.

Risk management and financial performance

Analysis of good practices, how to build systems and how to assess risk management practice, policies and strategies of financial institutions, alongside tools for the evaluation and monitoring of financial and operational performance. Critical factors to define, identify, measure and evaluate the main financial risks to a financial institution.

Corporate governance

Good practices in corporate governance; analysis of the typical problems in FSP governance, including tools for the evaluation and mitigation of governance risk.

Liquidity, market, operational risk

Analysis and management of liquidity, market (interest rate and currency risk) and operational risks, including specific tools, strategies and policies for effective management and monitoring to strengthen the institutional sustainability.

 

Training participants

MicroFinanza Rating training targets a diverse range of stakeholders including local, regional, national and international FSPSs networks and associations, development agencies, donor organizations, investors, apex bodies, universities and other stakeholders.

MicroFinanza Rating has conducted over 90 trainings to financial institutions, investors and networks in 30 countries, and provides trainings at the Boulder Microfinance Institute since 2008.

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"The training brought together investment officers from AFD and Proparco, specialized in banking and/ or microfinance. Participants were trained in the specificities of microfinance financial analysis and social performance assessment tools. By illustrating the theory with concrete and varied examples from MicroFinanza’s experience, the training highlighted the links between financial performance and social performance of financial institutions. It also contributed to develop a common language within the team; after the success of this training, AFD plans to integrate it into a common 'core training program' for the new investment officers joining the team."
AFD
Mathilde d’Orgeval
AFD’s Financial Sector Department, France
"The training provided valuable insight into how investors can support the institutions they support to ensure their products better serve low-income clients. Hearing first hand examples of good practice and case studies really bought the client protection principles to life and provided us with tools to use in our investment process going forward."
CDClogo
Rebecca Forecast
CDC’s Environmental and Social Responsibility team, UK

 

Training methodology

MicroFinanza Rating uses a participative training methodology that includes working group discussions, case studies and exercises from the filed tailored to the specific client and inclusive to cater to diverse experience levels and learning styles. The duration of the training module varies from half a day to 2 days, unless specific requirements.

Languages available: English, French and Spanish.

Delivery channels:

  • Schedule of available trainings -> conducted in person or via webinar depending on the number of participants
  • On demand -> tailored to the stakeholders' preference

 

The added value of MicroFinanza Rating trainings lies in understanding two sides: the standards of good practice set by international bodies (e.g. SMART, SPTF) and the practical opportunities and challenges of financial institutions on the field. The practical case studies shared in the trainings are based on the following experience:

 LOGO MF MicroFinanza Rating conducted over 1,400 financial ratings, social ratings and other field assessments of financial institutions in 96 countries since 2001, acquiring an in depth knowledge about pr.
 SMART Y Client protection principles: MFR is the most active certifier licensed by the SMART campaign, with over 100 client protection certifications conducted so far.
 logoSPTF Universal Standards of Social Performance Management: MFR is among the most active members of the SPTF.
 MFT logo

MicroFinance Transparency (MFT) methodology: after the closure of MFT, MicroFinanza Rating offers training and study services to strengthen skills on pricing calculation and analysis.

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