The training modules are designed to help microfinance practitioners develop their
technical and practical skills in order to improve their productivity and consequently
the performance of their organisations. Training sessions are designed to be
interactive; we aim to reach objective suggestions at the end of each training module
to be presented to policy makers for consideration.
Tier 1 Workshops Languages: English & Arabic
(101) Microfinance: Supporting Financial Services for the Poor
Terminologies, Myths, Evolution and Viability
Microfinance and Development Goals
Credit Components and Sound Microfinance
The Institutionist and the Welfarist Approach
The Triangle of Microfinance
When Microcredit May Not be Appropriate?
Regulation and Supervision: Impact of the Local Environment
The Vision for The Future of Microfinance
What Donors Can Do
Microfinance Transparency and Reporting to Donors
Making Microfinance Work in Post-war Countries
(102) Clients and Services
Demand of Clients for Microfinance
Microcredit: One of Many Interventions
Savings
Microcredit Methodologies
The Product Development Process: Implications for Donors
(103) Individual Lending
Individual Lending for Credit Managers
Individual Lending for Credit Officers
Delinquency Management for Individual Lending
Tier 2 Workshops
(201) Social Performance Management SPM
Social Performance Pathway
Developing Social Goals and Objectives
Monitoring and Assessing Performance
Improving Operations
Ensuring Quality in a Social Performance Management System
Integrating Social Performance Management into Organizations
(202) Poverty and Impact Assessment: Poverty Measurement in SPM
(Pre-requisite 101/102/201)
Microfinance interventions as poverty reduction tools
Poverty Assessment: Client Assessment
Poverty Scoring
Poverty Scoring: the Syrian case
Impact Assessment
Tier 3 Workshops
(301) Setting Sustainable Interest Rates
Donors & Interest Rates
Sustainable Interest Rates
Internal Rate of Return and APR
Real Interest Rates
Structuring Interest Rates
Yield Gap Analysis
(302) Measuring MFI’s Performance
Measuring and Managing Delinquency
Key Financial Factors
Financial Statements and Adjustments
Key Financial Ratios
Measuring Financial Viability & Trend analysis
(303) Risk Management
Effective Risk Management
Strategic Risk management Guideline
Credit Risk Management
Liquidity Risk Management
Interest Rate Risk Management
Operational Risk Management
Financial Management Risks
Tier 4 Workshops
(401) Market Research
Background to Market Research and Product Development
Understanding Customer Needs and Opportunities
Feedback from the Field and Concept Development
Concept Testing Using Quantitative Research Techniques
In-the-Field Follow-up Programme
Research Plan Design
Qualitative Research
Develop/Refine Product Concept
Prototype Testing
Tier 5 Workshops
(501) Product Costing & Pricing of Financial Services (Pre-requisite 301; 401)
The Strategic Context of Product Costing
Costing Explained
Product Costing Methodologies
Cost Allocation Stages
Pricing of Financial Services
Pricing Product under Varying Pricing Objectives and Strategies
How Fee Structures Impact Customer Behavior
(502) Product Development (Pre-requisite 401; 501)
The Characteristics of a Microfinance Product
Product Development: Evaluation and Preparation
Prototype Design and Development
Pilot Testing, Product Launch and Action Plan
(503) Customer Service for MFIs
The strategic Dimensions of Customer Service
The Role of Customer Service in the Institutional Strategy
Diagnosis and Analysis
Developing a Strategy, Action plan and Budget
Implementing a Customer Service Strategy
Monitoring and Communication
(504) Product Marketing for MFIs
Adapting a Market Orientation
Examining Current Values
Selecting an Approach
Developing and Differentiating the Product
Pricing the Product
Preparing and Delivering the Message
Developing and Managing the Marketing Plan
(505) Strategic & Product Marketing for MFIs (Pre-requisite 401; 501; 502; 503, 504)
Corporate Branding Strategy
Product Strategy
Product Delivery and Customer Service Strategy
Tier 6 Workshops
(601) Human Resource Management for MFIs:
emphasis on an e-working environment.
An overview of HRM
Human Resource Policies
Salary, Benefits and Incentives
Recruitment, Selection and Orientation
Staff Performance Management
Training and Development
(602) Branch Managers’ Training
(Operation Managers, Supervisors and Credit Officers)
Operations: Business Planning and Setting Targets
Human Resource Management
Administration: Maintaining Office Assets
Tier 7 Workshops
(701) Accounting for MFIs
Financial Statements and the Portfolio Report
Recording Transactions
Summarizing Entries
Creating Statements
Interpreting Statements
The Balancing Act
Action Planning
Tier 8 Workshops
(801) Management Development and Sustainability
Principles of Change
Leading and Managing for Organizational Change
Roles of Stakeholders
Stages of Management Development
Facilitators’ Plan
Leading and Managing for Results
(802) Strategic Business Planning for Market-led Institutions
Review/ Develop Institutional Mission
Values and Vision Statements
Developing a Strategy on the basis of Market
Financial Institution’s Market and Scope
Institutional Strategy Towards the Competition
Developing and Maintaining a Competitive Advantage in the Market Place
(803) Capital Structuring and Equity Valuation
Capital Structuring
Valuing an MFI
Reading the Investor’s Mind
Smart Access to Funding
Tier 9 Workshops
(901) Entrepreneurship Training for the Targeted Clients of Banks & MFIs
The Foundations of Entrepreneurship
Inside the Entrepreneurial Mind: From Ideas to Reality
Building the Business Plan: Beginning Considerations
Building the Business Plan: Marketing Considerations
Building the Business Plan: Financial Considerations
Putting the Business Plan to Work: Building a Competitive Edge
Tier 10 Workshops
(001) Islamic Microfinance
The Origins and nature of the of the Islamic Financial Market
Examining the Role of Islamic Law
Understanding the Shari’a process
Equity Finance: Murabaha, Mudaraba and Musharaka
Applying Mudaraba and Musharaka in Microfinance
Risk management
The Regulatory constellation and Challenges
Tier 11 Workshops
(002) Training of Trainers TOT
Adult Learning Techniques
Designing Quality Training Materials
Effective Training Delivery Techniques