Social and Environmental Management Guidance for Micro Finance Institutions - Part B. Field Guide
This practical guide published by FMO includes sector factsheets to help MFI staff identify the main social and environmental risks of 24 key sectors (eg. agriculture, fishing, restaurant, transport, handicrafts, etc.). Each factsheet also offers areas for improvement to suggest to clients.
Case studies & Field examples
Caja Morelia Valladolid Protects Client Data
Describes the system upgrades performed by Caja Morelia to increase data security and protect client data and privacy. Is drawn from a more in-depth case "Customized IT at Caja Morelia Safeguards Client Data".
Case studies & Field examples
Tameer Bank Creates a Client Complaints Mechanism
Describes how Tameer Bank set up its Customer Service Unit to respond to client questions and complaints during a deliquency crisis.
Training sessions & Material
Financial Education Trainer's Guide Financial Education for the enabling APR/EIR Program--MFTransparency
These financial education learning sessions were developed as a key activity for MicroFinance Transparency’s project called enabling Africa to Price Responsibly and Educate on Interest Rates (enabling APR/EIR Program). The goal of the Trainer’s Guide is to provide face-to-face learning sessions that allow any organization or institution – a financial institution, community-based organization, government institution, non-profit or non-governmental organization – to educate borrowers and potential borrowers about interest rates. It is especially geared towards contexts found in Africa.
Training sessions & Material
Financial Education Trainer's Guide Kit of Images--MFT Transparency
These images accompany the English version of the MFTransparency FINANCIAL EDUCATION TRAINER’S GUIDE Financial Education for the enabling APR/EIR Program--MFTransparency.
Case studies & Field examples
How Unauthorized Data Sharing Can Hurt Your Institution
Fictionalized story based on real events in India that demonstrate the risks of using client data and images without consent
Case studies & Field examples
Advertise Questions and Complaints
Example of a poster made by Attawfiq Micro-Finance (Morocco) to inform clients about how to make their complaints.
Guidelines
Using Global Data to Calculate Market Potential
Explains a method for using Global Findex data to estimate the market size.
Case studies & Field examples
Financial Service Providers in Serbia and Bosnia-Herzegovina Monitor Market Saturation and Over-indebtedness Risk
Provides 2 examples of practices financial service providers use to detect over-indebtedness and market saturation risk.
Case studies & Field examples
Incofin Defines Responsible Growth
Briefly explains how Incofin's investment strategy takes into account different definitions of "responsible growth" according to financial service provider and market conditions.
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