Building responsible financial institutions. Capacity building for MFIs, banks, networks and associations

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Building responsible financial institutions Capacity building for MFIs, banks, networks and associations MFC Services Presentation 2015

What We Do We support microfinance institutions, credit unions and banks to deliver more effective, more responsible finance to poor and lowincome communities. We deliver capacity building services in a number of ways, including: CEO Club (peer learning platform for MFI leaders) Open workshops, seminars, training courses In-house staff training Institutional management consulting Launching local training centers Internal training of trainers Facilitating the process of social innovation

Capacity Building Financial management & accounting Microfin: Business planning & financial modelling MFI financial analysis Fundamentals of accounting Internal control and audit Investment readiness Credit management Making profitable loans Clients business and loan analysis Delinquency management Essentials of rural and agricultural microfinance Risk management Credit scoring training MFI financial risk management Risk Management training Marketing Strategic marketing for MFIs New product development and product costing Effective market research Strategic management & governance Client protection & social performance Adding value for clients New product design Effective HR management Staff incentive systems Making microfinance work: Managing for improved performance Introductory workshop Advanced client protection Developing your SPM strategy European Code of Conduct Improving customer service Financial education counselling and training Plan Your Future training of trainers Gender Empowerment Energy efficiency, clean and renewable energy Housing finance

Assessments Understand your strengths and gaps to improve practice. Our assessment services include: Client protection (Smart assessment) Social performance (including QAT, SPI4, Moody s SPA) European Code of Conduct Housing microfinance product evaluation Our institutional assessments generate a picture of your current practice in relation to international benchmarks and best practice, and help you create an action plan to increase your effectiveness.

Responsible Finance Our capacity building offering includes services that help MFIs to protect their clients from harm, and deliver social value in line with their mission. This includes: Advice on action-plans to members who complete a self-assessment Operational assessments training to increase alignment with client protection principles Support to develop the tools and skills needed to deliver financial education to clients Developing national financial education strategies, sector-wide campaigns, trainings, counselling tools and staff training, institutional evaluations, and researching clients needs for financial education Developing responsible finanance strategies, defining social performance measurement and management systems

Results to Date Our work to date includes: 800 workshops, trainings and seminars delivered 500 microfinance institutions trained 20 microfinance networks and associations trained 6,000 microfinance professionals trained 50 institutional assessments completed 150 consulting assignments completed

Our Team 3 languages English Russian Polish 15 trainers and consultants Financial education Management Housing microfinance Client protection Social performance management Gender Product development Market research Strategic planning for SPM 30 countries across the EU, CEE & CA

Leading the Curve We use our research results to inform the development of new financial products and policies that improve access to financial services. We conduct: Quantitative and qualitative research studies Enterprise and MFI surveys Market surveys Demand for financial services (credit, deposits, microinsurance) Access to finance Over-indebtedness Entrepreneurship Deepening knowledge and understanding of the microcredit and SME finance market Supply side: financial service providers, including banks and MFIs Demand side:low-income people, microfinance clients

Contact us Contact us today to discuss how we can support you to increase your effectiveness through our assessment and capacity building services. Microfinance Centre Noakowskiego 10/38 00-666 Warsaw, Poland +48 22 622 34 65 microfinance@mfc.org.pl www.mfc.org.pl @MFC_Network