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 »

Tool & Design Survey

This survey asks questions about your use of the Smart Campaign’s existing client protection tools, and your opinions on which tools the Smart Campaign should develop in the future. The survey will only take about 5 minutes to complete. Your input will help us to understand how the industry uses our tools/resources and how we can improve current and future tools/resources. Please click the link below to take the survey in your preferred language.

Tools Survey (English) »

Tools Survey (Spanish) »

Tools Survey (French) »

     

    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.

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

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

      Smart Notes

      New! - Smart Note: Appropriate Product Design and Delivery at Musoni
      Musoni is a microfinance institution using mobile technology to deliver convenient, flexible, and reliable loans to low-income people in Kenya...

      New! - Responding to a Crisis at FUNDESER
      “Responding to a Crisis at Fundeser” describes how the MFI dealt with the aftermath of both the worldwide credit crisis...

      Hiring Staff with Disabilities at AccessBank, Azerbaijan
      This Smart Note provides a testimonial from one of AccessBank’s employees, about his experience as a person with disabilities working as a cashier...

         

        Tools & Resources