Discover tools and resources that will help turn the principles into action.

The Smart Campaign is working with microfinance professionals to develop and provide tools and resources that reflect best practices around the world.

Tools & Resources

Microfinance Institution Toolkit

Client Protection Principles Training »
Use these seven presentations and presentation guides to train your members and/or employees on the importance of client protection in microfinance...

Getting Started Questionnaire: Client Protection Self Assessment for Microfinance Institutions »
The Getting Started Questionnaire helps microfinance institutions begin to investigate their client protection practices within their organization...

How to Develop an Institutional Code of Ethics »
This guide is intended to assist microfinance institutions in writing a code of ethics and/or conduct. Institutional ethics directly influence the image and reputation...

See all tools & resources in this toolkit »

Network & Association Toolkit

Client Protection Principles Training Series »
Use these seven presentations and presentation guides to train members of your network or association on the importance of client protection in microfinance...

See all tools & resources in this toolkit »

 

Call for Tools Winners

New! - Grameen Financial Services Pvt. Ltd. (GFSPL) (India) shared with the Campaign its Code of Conduct E-Learning Module, which is used to test employee knowledge of the institution’s Code of Conduct.

New! - Sahayata Micro Finance Pvt. Ltd. (India) shared with the Campaign their illustrations and activities for training loan officers on customer rights and responsibilities.

New! - Compartamos Banco (Mexico) shared with the Campaign their Code of Ethics training module for all new staff.

    Smart Notes

    New! - Ethical Staff Behavior at Alalay Sa Kaunlaran, Inc. (ASKI)
    Developing and maintaining an ethical corporate culture requires that an organization clearly state its values...

     Implementing an Industry Code of Conduct at PMN
    The Pakistan Microfinance Network (PMN) helps its members offer the best financial services... ...

    Customized IT at Caja Morelia safeguards client data
    Privacy of client information requires both high quality data security protocols and diligence in maintaining the confidentiality...

       

      Tools & Resources