Tools & Resources

Tools & Resources

Article List

# Item Title Hits
1 Getting Started Questionnaire: Client Protection Self Assessment for Microfinance Institutions 18664
2 Client Protection Principles Training Series 15062
3 How to Develop an Institutional Code of Ethics 7761
4 Client Protection and Ethics Codes: Examples for Getting Started 7209
5 Smart Lending: Client Protection in the Individual Loan Process 5982
6 Complaints-Handling Manual (Tamweelcom) 5822
7 Complaints-Analysis Spreadsheet (Fundacion Delamujer) 5633
8 Conducting Client Protection Assessments: A Guide 5313
9 Smart Note: Building Institutional Culture Around a Code of Ethics at Compartamos 5290
10 Client Protection and Financial Education Simulation 5238
11 Banco Solidario: Loan Officer Training Manual 4930
12 Implementing Client Protection in Microfinance: State of the Practice, 2011 4499
13 Essential Documents for New Clients 4477
14 Microfund for Women: Client Business Evaluation Toolkit 4349
15 Smart Savings: Client Protection in the Savings Process 3885
16 Illustrations and Activities for Training Loan Officers on Customers' Rights and Responsibilities (Sahayata Micro Finance Pvt. Ltd.) 3715
17 Avoidance of Over-indebtedness: Guidelines for Financial and Non-financial Evaluation 3674
18 Best Practices in Collections Strategies 3663
19 Complaints-Handling Manual (FONDESURCO) 3547
20 Complaints-Handling Brochure for Clients (Opportunity Bank) 3506
21 Code of Conduct E-Learning Module (Grameen Financial Services Pvt. Ltd.) 3466
22 Loan Contract Summary Handout (Mibanco) 3442
23 Calculating Transparent Prices Tool from MicroFinance Transparency 3411
24 Collections Guidelines for Financial Service Providers 3228
25 KazMicroFinance: How to Assess Client Businesses 3191
26 Educating Clients About Client Protection: A Guide for Financial Service Providers 3151
27 Debt Management Guide 3120
28 Smart Note: Appropriate Product Design and Delivery at Musoni 3107
29 How to Talk to a Bank: A Brochure for Consumers 3022
30 Fonkoze: Guide for Credit Agents — Evaluating Clients for Fonkoze’s Post-Disaster Recovery Program 3000
31 Opportunity Bank Serbia: Loan Calculator 2913
32 Transparency in Promotions and Sales: A Checklist for Financial Service Providers 2782
33 Code of Conduct for Collections and Collections Practices for Group Loans at Swadhaar FinServe Pvt. Ltd. 2768
34 Smart Lending: Client Protection in the Group Lending Process 2598
35 Security is the Key: Pocket Guide to Financial Security for Clients 2478
36 Smart Lending: Client Protection in the Group Lending Process - India 2314
37 Responsible Treatment of Clients: Practicing Non-discrimination 2310
38 Putting Transparency into Practice: Communicating About Pricing 2255
39 Smart Operations 2237
40 Smart Microinsurance: An Overview for Microfinance Institutions on Incorporating Client Protection Practices into Microinsurance 1759
41 Implementing Client Protection in Indian Microfinance 1677
42 Study of Client Protection Practices in Latin America and the Caribbean 1471
43 Over-indebtedness of Microborrowers in Ghana 1468
44 Smart Campaign Tools Training 1293
45 Nondiscrimination Policy of Fundación Paraguaya 1073
46 Refinancing Policy - FUBODE 690
47 Resolving Client Complaints 594
48 SPTF Universal Standards Implementation Example (How Bandhan Trains and Evaluates Credit Staff) 357
49 Monitoring Individual Repayment in Group Guarantee Mechanism 342
50 Crezcamos’ Welcome Kit 95