Guide en ligne
Guide GPSE
Découvrez notre Guide de Gestion de la Performance Sociale et Environnementale
En anglais
Toutes les ressources
Training sessions & Material
Guide d’adaptation du matériel d’éducation financière et de matériel supplémentaire
Ce guide aidera les régulateurs et les institutions financières à choisir et à adapter tous les documents fournis dans le cadre de la trousse d'éducation sur la tarification à la consommation de MFTransparency. Les matériaux de ce kit peuvent être utilisés séparément ou ensemble - de la manière qui convient le mieux à votre organisation ou institution. Ce guide est conçu pour aider tout diffuseur potentiel de l'éducation financière à éviter un long processus d'évaluation des besoins et d'adaptation.
Case studies & Field examples
Svasti Transparent collections practices training document
Example of how Svasti Microfinance trains borrowers on their rights and responsibilies and the collections process
Guide/Manual
A 5 STEP GUIDE for employers, workers and their representatives on conducting workplace risk assessments
This guide aims to help employers, workers and their representatives assess safety and health risks in the workplace.
Tools & Templates
Fundación Paraguaya Nondiscrimination Policy
Example from Fundación Paraguaya of a nondiscrimination policy that addresses not only nondiscrimination but also accessibility.
Tools & Templates
MFO Crystal Loan Agreement for Small Business Clients
Example of a transparent loan agreement from MFO Crystal.
Training sessions & Material
Consumer Pricing Education Adaptation Guide
This guide will help regulators and financial institutions choose and adapt all materials that are provided as part of the MFTransparency Consumer Pricing Education Package. The materials in this package can be used separately or together – in whatever way works best for your organization or institution. This guide is designed to help any potential disseminators of financial education avoid a lengthy needs assessment and adaptation process.
Publications
Fraud in Mobile Financial Services: Protecting Consumers, Providers, and the System
Fraud in Mobile Financial Services: Protecting Consumers, Providers, and the System
Case studies & Field examples
Microfund for Women's Caregiver Experience: Lessons from Jordan on Health Microinsurance
This paper explores the factors that contributed to the success of Caregiver, Jordan's first private health microinsurance offering piloted by Jordan's Microfund for Women (MFW) in partnership with Women's World Banking (WWB) in 2010. It also discusses the lessons learned during the first two years of operation in Jordan, and priority considerations for Caregiver's planned replication in other markets.
Publications
Deconstructing Drop-Out: Uncovering the reasons behind attrition among village-banking microfinance clients
In this paper, Freedom from Hunger presents the stories and reasons for dropping out from 59 village-banking microfinance clients representing seven countries and microfinance institutions (MFIs). Clarity on the underlying factors contributing to client drop-out can be a launching point for an expanded discussion on the objectives and measurement methods of client retention.
During open-ended interviews, clients were asked to explain why they had dropped out of a microfinance program. The results of these qualitative interviews, or impact stories, revealed that it was most often a series of events that led to the decision to leave rather than a single cause for dropping out. Of the reasons for dropping out mentioned, health shocks, business failure and group issues were found to be both the top contributing factors and root causes of client exiting.
Tools & Templates
Design Toolkit--Design for Mobile Money Smartphone App for Financial Inclusion in Pakistan
This is a toolkit to help providers of mobile financial services (MFS) in Pakistan improve the UX design of their smartphone apps. It is targeted at various providers in Pakistan – banks, mobile money providers, payment providers – who want to extend MFS to mass market in low-income emerging markets via a smartphone delivery channel. The recommendations in this Toolkit focus on the design of an app for the mass market - average moble money customers in the Pakistan market. It was our intention to create designs that would appeal to the broadest range of customers, from low-literate new users to existing customers who already use MM services. The design decisions that we feel allow new users (perhaps lower-literate, lower-income users) to engage with the platform do not, in our opinion, prevent existing, more “fluent” MM users from using the same app or platform. After rigorous testing, we feel the design recommendations in this Toolkit allow providers and app developers to design a smartphone app that has wide market appeal, both inviting new potential MM customers into the experience and catering to the needs of existing customers as well.
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