Author: Mariel Vincent Rapisura

This course will cover an advance area of delinquency management. Specific strategies in fighting delinquency will be discussed with the participants. Actual delinquency cases in MFIs will be used as learning materials for the training. This will result to thematic strategies that will address client, MFI, and externally initiated causes of delinquency. Portfolio management will…

Assessing the health of an organization is important to make sure that it’s performance is enough to achieve its vision and mission. Organizational appraisal is the diagnosis of microfinance institution’s overall performance. It diagnoses an organization’s financial performance, human resource management, information systems, products and services, governance structure, marketing strategies, and general operations. The course…

Monitoring and evaluation involves activities that assess an organization’s performance vis-à-vis its set targets. It is an activity often overlooked by organizations, but is important for reviewing the effectiveness and sustainability of the organization. This course tackles basic monitoring and evaluation reports, as well as the different activities involved in monitoring and evaluation. This includes…

The mid-management training is a customized training designed to provide microfinance managers with a holistic understanding of the various areas involved in managing microfinance operations. The course is intended to give microfinance managers a brief background on microfinance and some important topics necessary to maintain an organization’s financial sustainability and social performance. The course covers…

The poor are most vulnerable with external shocks and risks. The course on Microinsurance for microfinance clients will discuss how the poor can protect their families when confronted with unexpected events that create problems for them. Participants will discuss about what they already do in such situations and how they can do better. Examples of…

Marketing is the most neglected management function in the microfinance industry. Most MFIs do not brand their products properly and fail to communicate their competitive advantage effectively. This course emphasizes the need for effective marketing in enabling microfinance institutions to serve their clients better and achieve improved financial performance in the process. The course will…

This course is designed for microfinance institutions who wish to expand their operations in other areas. Market research is a necessary step that all organizations must undertake to understand the environment in which they wish to operate. It examines the needs of current and potential clients, and the organization’s ability to deliver products and services…

Human resource is the backbone of microfinance institutions. Creating a leading microfinance institution takes more than charging the right price and knowing how to design financial products. What sets apart leading MFIs from the rest is their ability to manage human resource properly.  This course offers various tools on how to assess knowledge and skills…

Business development services (BDS) is just one among the many interventions that development organizations to make markets work for the poor. The BDS terminology itself is evolving and is increasingly called business service markets, commercially viable solutions, and support markets. The course will focus on approaches that trace the activities from inputs to the delivery…

The tremendous growth and the maturity of the Philippine microfinance industry experience is manifested in the establishment of legal procedures to protect the sustainability of microfinance institutions amidst issues of delinquency. In 2008, small claims court was established. The act governs the payment of money lent that does not exceed a principal amount of PhP100,000.…