Tools & Resources Client Protection Principles Training Series

Client Protection Principles Training Series

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This series of eight trainings is designed to introduce financial institutions to the Smart Campaign and the Client Protection Principles. These presentations can be used in group training sessions in which the facilitator and presenters are physically present, or in virtual learning sessions, such as webinars. 

The first presentation is an Introduction to the Smart Campaign and the Seven Client Protection Principles. The subsequent seven presentations discuss each of the seven Principles. 

This series is intended for use by networks and MFIs as they work to train their members and employees on the importance of client protection in microfinance.

– Networks can deliver the series to member institutions; in turn, member institutions can train their employees.
– MFI loan officers and collections agents can use the trainings to improve their interactions with clients.
– Managers can use the trainings to add a client focus to their product development and strategic planning tasks.
– Regulators may find the series useful to gain insight into the latest best practices for client protection in microfinance.

Each presentation can be completed in one to two hours, depending on the number of speakers and the length of participant discussions.  We recommend that you implement the training series as a weekly, biweekly, or monthly program.  This will allow both you and your audience to invest the time necessary to carefully prepare for each session, understand each principle, and apply the lessons learned to daily work activities.

Click on the links below to download the presentations.

Download training presentation: Introduction to the Smart Campaign and the Principles of Client Protection »
 

Download training presentation: Principle 1 Appropriate Product Design & Delivery » 


Download training presentation: Principle 2 Prevention of Over-Indebtedness »

 

Download training presentation: Principle 3 Transparency »

 

Download training presentation: Principle 4 Responsible Pricing »

  Download training presentation: Principle 5 Fair and Respectful Treatment of Clients »
 
Download training presentation: Principle 6 Privacy of Client Data »

Download training presentation: Principle 7 Mechanisms for Complain Resolution »

 

To access this page and our presentations in French, please click on the link below, and you’ll be redirected to our French website.

Série de formations sur les Principes de Protection des Clients

 

To access this page and our presentations in Spanish, please click on the link below, and you’ll be redirected to our Spanish website.

Serie de Capacitación de los Principios de Protección del Cliente 

 

To access this page and our presentations in Russian, please click on the link below, and you’ll be redirected to our Russian website. However, please note that these Russian presentations are not updated for Standards 2.0.

Цикл обучающих семинаров по Принципам защиты клиентов »