Tools & Resources

Tools & Resources

Article List

# Item Title Hits
1 Getting Started Questionnaire: Client Protection Self Assessment for Microfinance Institutions 12786
2 Client Protection Principles Training Series 10679
3 How to Develop an Institutional Code of Ethics 5024
4 Client Protection and Ethics Codes: Examples for Getting Started 4402
5 Smart Lending: Client Protection in the Individual Loan Process 4128
6 Smart Note: Building Institutional Culture Around a Code of Ethics at Compartamos 4009
7 Client Protection and Financial Education Simulation 3904
8 Conducting Client Protection Assessments: A Guide 3722
9 Complaints-Handling Manual (Tamweelcom) 3648
10 Complaints-Analysis Spreadsheet (Fundacion Delamujer) 3568
11 Microfund for Women: Client Business Evaluation Toolkit 3519
12 Implementing Client Protection in Microfinance: State of the Practice, 2011 3420
13 Banco Solidario: Loan Officer Training Manual 3382
14 Smart Savings: Client Protection in the Savings Process 2937
15 Essential Documents for New Clients 2655
16 Complaints-Handling Brochure for Clients (Opportunity Bank) 2485
17 Best Practices in Collections Strategies 2458
18 Illustrations and Activities for Training Loan Officers on Customers' Rights and Responsibilities (Sahayata Micro Finance Pvt. Ltd.) 2414
19 KazMicroFinance: How to Assess Client Businesses 2386
20 Complaints-Handling Manual (FONDESURCO) 2382
21 Collections Guidelines for Financial Service Providers 2309
22 Code of Conduct E-Learning Module (Grameen Financial Services Pvt. Ltd.) 2295
23 Calculating Transparent Prices Tool from MicroFinance Transparency 2288
24 Loan Contract Summary Handout (Mibanco) 2238
25 Debt Management Guide 2224
26 Fonkoze: Guide for Credit Agents — Evaluating Clients for Fonkoze’s Post-Disaster Recovery Program 2207
27 Opportunity Bank Serbia: Loan Calculator 2095
28 How to Talk to a Bank: A Brochure for Consumers 2092
29 Avoidance of Over-indebtedness: Guidelines for Financial and Non-financial Evaluation 2068
30 Educating Clients About Client Protection: A Guide for Financial Service Providers 1996
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