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

Smart Toolkits

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...

Client Education Tool Library »
The following library represents tools and resources that the Client Voice Task Force identified as models of client protection focused client education materials, chosen to help microfinance institutions communicate to their clients about their rights and responsibilities...

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 »


    Featured Smart Tool

    Smart Operations
    This tool suggests appropriate roles for 11 of the most common areas of microfinance operations. FIs can use this tool to assign client protection responsibilities to each operational department and to understand how responsibilities are shared among operational departments. Specifically, an institution can use the tool to evaluate and make changes to a single department or evaluate the entire institution.

    Download the tool »