Tools & Resources

Tools & Resources

Article List

# Item Title Hits
1 Getting Started Questionnaire: Client Protection Self Assessment for Microfinance Institutions 18538
2 Client Protection Principles Training Series 14951
3 How to Develop an Institutional Code of Ethics 7715
4 Client Protection and Ethics Codes: Examples for Getting Started 7161
5 Smart Lending: Client Protection in the Individual Loan Process 5954
6 Complaints-Handling Manual (Tamweelcom) 5772
7 Complaints-Analysis Spreadsheet (Fundacion Delamujer) 5584
8 Conducting Client Protection Assessments: A Guide 5276
9 Smart Note: Building Institutional Culture Around a Code of Ethics at Compartamos 5268
10 Client Protection and Financial Education Simulation 5213
11 Banco Solidario: Loan Officer Training Manual 4884
12 Implementing Client Protection in Microfinance: State of the Practice, 2011 4477
13 Essential Documents for New Clients 4445
14 Microfund for Women: Client Business Evaluation Toolkit 4326
15 Smart Savings: Client Protection in the Savings Process 3865
16 Illustrations and Activities for Training Loan Officers on Customers' Rights and Responsibilities (Sahayata Micro Finance Pvt. Ltd.) 3696
17 Avoidance of Over-indebtedness: Guidelines for Financial and Non-financial Evaluation 3639
18 Best Practices in Collections Strategies 3628
19 Complaints-Handling Manual (FONDESURCO) 3525
20 Complaints-Handling Brochure for Clients (Opportunity Bank) 3487
21 Code of Conduct E-Learning Module (Grameen Financial Services Pvt. Ltd.) 3448
22 Loan Contract Summary Handout (Mibanco) 3427
23 Calculating Transparent Prices Tool from MicroFinance Transparency 3379
24 Collections Guidelines for Financial Service Providers 3199
25 KazMicroFinance: How to Assess Client Businesses 3172
26 Educating Clients About Client Protection: A Guide for Financial Service Providers 3114
27 Debt Management Guide 3104
28 Smart Note: Appropriate Product Design and Delivery at Musoni 3089
29 How to Talk to a Bank: A Brochure for Consumers 2995
30 Fonkoze: Guide for Credit Agents — Evaluating Clients for Fonkoze’s Post-Disaster Recovery Program 2981
31 Opportunity Bank Serbia: Loan Calculator 2884
32 Transparency in Promotions and Sales: A Checklist for Financial Service Providers 2752
33 Code of Conduct for Collections and Collections Practices for Group Loans at Swadhaar FinServe Pvt. Ltd. 2737
34 Smart Lending: Client Protection in the Group Lending Process 2573
35 Security is the Key: Pocket Guide to Financial Security for Clients 2463
36 Responsible Treatment of Clients: Practicing Non-discrimination 2289
37 Smart Lending: Client Protection in the Group Lending Process - India 2288
38 Putting Transparency into Practice: Communicating About Pricing 2236
39 Smart Operations 2206
40 Smart Microinsurance: An Overview for Microfinance Institutions on Incorporating Client Protection Practices into Microinsurance 1747
41 Implementing Client Protection in Indian Microfinance 1651
42 Over-indebtedness of Microborrowers in Ghana 1452
43 Study of Client Protection Practices in Latin America and the Caribbean 1449
44 Smart Campaign Tools Training 1281
45 Nondiscrimination Policy of Fundación Paraguaya 1049
46 Refinancing Policy - FUBODE 672
47 Resolving Client Complaints 564
48 SPTF Universal Standards Implementation Example (How Bandhan Trains and Evaluates Credit Staff) 338
49 Monitoring Individual Repayment in Group Guarantee Mechanism 325
50 Crezcamos’ Welcome Kit 78