Tools & Resources

Tools & Resources

Article List

# Item Title Hits
1 Getting Started Questionnaire: Client Protection Self Assessment for Microfinance Institutions 17359
2 Client Protection Principles Training Series 13725
3 How to Develop an Institutional Code of Ethics 7038
4 Client Protection and Ethics Codes: Examples for Getting Started 6281
5 Smart Lending: Client Protection in the Individual Loan Process 5525
6 Complaints-Handling Manual (Tamweelcom) 5263
7 Complaints-Analysis Spreadsheet (Fundacion Delamujer) 4964
8 Smart Note: Building Institutional Culture Around a Code of Ethics at Compartamos 4953
9 Client Protection and Financial Education Simulation 4892
10 Conducting Client Protection Assessments: A Guide 4877
11 Banco Solidario: Loan Officer Training Manual 4416
12 Implementing Client Protection in Microfinance: State of the Practice, 2011 4239
13 Microfund for Women: Client Business Evaluation Toolkit 4105
14 Essential Documents for New Clients 4066
15 Smart Savings: Client Protection in the Savings Process 3600
16 Illustrations and Activities for Training Loan Officers on Customers' Rights and Responsibilities (Sahayata Micro Finance Pvt. Ltd.) 3374
17 Best Practices in Collections Strategies 3286
18 Complaints-Handling Manual (FONDESURCO) 3241
19 Avoidance of Over-indebtedness: Guidelines for Financial and Non-financial Evaluation 3222
20 Complaints-Handling Brochure for Clients (Opportunity Bank) 3215
21 Loan Contract Summary Handout (Mibanco) 3154
22 Code of Conduct E-Learning Module (Grameen Financial Services Pvt. Ltd.) 3139
23 Calculating Transparent Prices Tool from MicroFinance Transparency 3093
24 KazMicroFinance: How to Assess Client Businesses 2941
25 Collections Guidelines for Financial Service Providers 2925
26 Debt Management Guide 2842
27 Smart Note: Appropriate Product Design and Delivery at Musoni 2810
28 Educating Clients About Client Protection: A Guide for Financial Service Providers 2781
29 Fonkoze: Guide for Credit Agents — Evaluating Clients for Fonkoze’s Post-Disaster Recovery Program 2761
30 How to Talk to a Bank: A Brochure for Consumers 2726
31 Opportunity Bank Serbia: Loan Calculator 2633
32 Transparency in Promotions and Sales: A Checklist for Financial Service Providers 2491
33 Code of Conduct for Collections and Collections Practices for Group Loans at Swadhaar FinServe Pvt. Ltd. 2462
34 Smart Lending: Client Protection in the Group Lending Process 2310
35 Security is the Key: Pocket Guide to Financial Security for Clients 2252
36 Smart Lending: Client Protection in the Group Lending Process - India 2066
37 Putting Transparency into Practice: Communicating About Pricing 2032
38 Responsible Treatment of Clients: Practicing Non-discrimination 2009
39 Smart Microinsurance: An Overview for Microfinance Institutions on Incorporating Client Protection Practices into Microinsurance 1500
40 Smart Operations 1391
41 Implementing Client Protection in Indian Microfinance 1335
42 Over-indebtedness of Microborrowers in Ghana 1267
43 Study of Client Protection Practices in Latin America and the Caribbean 1138
44 Smart Campaign Tools Training 1138
45 Nondiscrimination Policy of Fundación Paraguaya 742
46 Refinancing Policy - FUBODE 449
47 Monitoring Individual Repayment in Group Guarantee Mechanism 76
48 SPTF Universal Standards Implementation Example (How Bandhan Trains and Evaluates Credit Staff) 55