Tools & Resources Client Education Tools

Client Education Tools

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This list represents tools and resources that are models of client protection focused client education materials, chosen to help microfinance institutions communicate to their clients about their rights and responsibilities. The resources are from diverse regions and institution types.

In 2011, the Smart Campaign’s Steering Committee launched a new Client Voice Task Force—whose members represent diverse stakeholder groups throughout the microfinance industry—to bring the voice of the client more squarely into the Campaign. One of the initiatives the task force identified as helpful to the microfinance industry was the development of a client protection, client education resource library. A group within the task force set out to compile a comprehensive list of existing client education materials that are in use industry wide.

The following list is the start of this library. It represents tools and resources that the 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. The resources are from diverse regions and institution types, and range from radio programs, brochures, videos, to post cards. The library is still in development and will continue to expand as the task force receives “permission” to post resources and as new resources are identified.

Resource submissions or suggestions are welcome via This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Resources by Accion:

Resources by Banca de las Oportunidades:

Resources by Banco Fie:

Resources by Commission for Financial Literacy and Retirement Income:

Resources by Compartamos:

Resources by Microfinance Opportunities:

Resources by Sorted:

Resources by Superintendencia de Banca:

Resources by The MasterCard Foundation:

Resources by Ujjivan:

Resources by University of California, Berkeley:

  • University of California, Berkeley – My Guide to Microfinance Lending – English and Swahili