Tools & Resources

Tools & Resources

Article List

# Item Title Hits
1 Getting Started Questionnaire: Client Protection Self Assessment for Microfinance Institutions 12357
2 Client Protection Principles Training Series 10357
3 How to Develop an Institutional Code of Ethics 4859
4 Client Protection and Ethics Codes: Examples for Getting Started 4286
5 Smart Lending: Client Protection in the Individual Loan Process 3976
6 Smart Note: Building Institutional Culture Around a Code of Ethics at Compartamos 3922
7 Client Protection and Financial Education Simulation 3815
8 Conducting Client Protection Assessments: A Guide 3612
9 Complaints-Handling Manual (Tamweelcom) 3474
10 Complaints-Analysis Spreadsheet (Fundacion Delamujer) 3468
11 Microfund for Women: Client Business Evaluation Toolkit 3443
12 Implementing Client Protection in Microfinance: State of the Practice, 2011 3347
13 Banco Solidario: Loan Officer Training Manual 3270
14 Smart Savings: Client Protection in the Savings Process 2843
15 Essential Documents for New Clients 2564
16 Complaints-Handling Brochure for Clients (Opportunity Bank) 2419
17 Best Practices in Collections Strategies 2372
18 KazMicroFinance: How to Assess Client Businesses 2319
19 Illustrations and Activities for Training Loan Officers on Customers' Rights and Responsibilities (Sahayata Micro Finance Pvt. Ltd.) 2306
20 Complaints-Handling Manual (FONDESURCO) 2306
21 Collections Guidelines for Financial Service Providers 2247
22 Code of Conduct E-Learning Module (Grameen Financial Services Pvt. Ltd.) 2212
23 Calculating Transparent Prices Tool from MicroFinance Transparency 2199
24 Debt Management Guide 2154
25 Fonkoze: Guide for Credit Agents — Evaluating Clients for Fonkoze’s Post-Disaster Recovery Program 2146
26 Loan Contract Summary Handout (Mibanco) 2144
27 Opportunity Bank Serbia: Loan Calculator 2027
28 How to Talk to a Bank: A Brochure for Consumers 2022
29 Avoidance of Over-indebtedness: Guidelines for Financial and Non-financial Evaluation 1967
30 Educating Clients About Client Protection: A Guide for Financial Service Providers 1927
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