Get Certified!


Think that you’re ready to become Client Protection Certified? Certification is achievable for most institutions with time and effort but each institution will have its own timeline. Learn more about the pathways to Certification and determine the best course of action for your institution.

All About Certification

You are committed to the Client Protection Principles, and you have endorsed the Smart Campaign. Now, through the Certification Program, certified institutions can demonstrate that commitment publicly.

The Smart Campaign invites financial service providers who serve low-income clients to consider becoming certified. And it invites investors and other supporters of financial institutions to urge their investees to seek Certification.

Client Protection Certification is an independent, third party evaluation to publicly recognize financial institutions that meet adequate standards of care in how they treat clients. It enables financial institutions to demonstrate adherence to the industry’s Client Protection Principles. It contributes to a more stable financial inclusion industry by encouraging practices that aim to ensure prudent, transparent, and respectful treatment of clients.
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