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Certified Expert in Financial Inclusion Policy

Connaissez-vous les outils et les techniques pour optimiser les opérations d'une IMF? Souhaitez-vous affiner vos compétences et connaissances dans le domaine de la microfinance selon  un rythme d'étude flexible?

La microfinance est un secteur dynamique qui évolue très rapidement. Les praticiens de la microfinance doivent se doter des dernières connaissances et outils pour renforcer leur IMF et être en mesure de faire face aux défis de croissance, de complexité et de concurrence.

Ce programme est une formation complète ciblant les praticiens de la microfinance. Elle vous prépare à relever le défi de servir votre clientèle dans un environnement en constante évolution et de plus en plus compétitif.

Nous proposons un contenu qui vous permettra d’améliorer immédiatement non seulement vos performances de travail au quotidien mais aussi la performance de votre institution.

This online training is developed and implemented as joint initiative between Frankfurt School of Finance & Management and the Alliance for Financial Inclusion (AFI). You will benefit from world class education experience of a top-ranked business school, combined with the expertise from the world`s leading organization for financial inclusion policymakers.

Nous offrons

  • Une formation interactive en ligne comprenant des vidéos, des scripts PDF pour chaque unité, des exemples, des exercices pratiques, des tests en ligne et des études de cas.
  • Un forum de discussion pour les questions liées au cours, les échanges et le partage de vos expériences avec les autres participants ainsi que les tuteurs.
  • Un soutien personnalisé de l’équipe FSDF e-Campus.
  • La possibilité d'obtenir un certificat de la Frankfurt School après avoir passé l'examen final ou, le cas échéant,  une attestation de participation après avoir complété tous les unités.
  • Un réseau international d’institutions partout dans le monde pouvant vous accueillir pour votre examen final.

Frais d'inscription*

Date d'inscription Tarif
avant le 15 jan. 2017 EUR 550
apres le 15 jan. 2017 EUR 650

Frais d’examen final: 50 EUR (doivent être réglés en espèce directement auprès de l’institution d’accueil).

Remise:

  • 10% pour les inscriptions de groupe, valable pour toute institution qui inscrit au moins 5 personnes de son personnel
  • 10 % pour anciens élèves
Options de paiement:
  • virement bancaire international
  • carte de crédit
  • PayPal

Veuillez noter que tous les frais bancaires doivent être couverts par le participant. Plus d'informations sur les options de paiement seront disponibles au cours du processus d'inscription.

Target Audience

Financial regulators, management and staff of financial service providers, both banks and non-banks, who are either working on developing regulations pertaining to financial inclusion or need to be aware of the regulatory aspects to help design and deliver financial services that promote financial inclusion. Consultants, professionals and students from the financial inclusion domain will also benefit from the course by understanding the strategic and regulatory framework that promotes financial inclusion.  

Charge de travail

La formation s’étend sur environ 6 mois en supposant 4 heures d’étude personnelle par semaine et consiste en 8 unités qui s’appuient les unes sur les autres. La huitième unité est facultative. Certaines unités comprennent des exercices obligatoires devant être résolus en ligne.

Dates

Course Start Course End Registration Early Bird
Sept. 1 Feb. 28 Jun. 1 - Sept. 30  By Jul. 15
Mar. 1 Aug. 31 Dec. 1 - Mar. 31 By Jan. 15

Course contributes to UN SDGs

All our courses contribute to the following SDGs

This course will enhance your knowledge in the following SDGs. The SWA offers professional and executive courses dedicated to the advancement of the UN Sustainable Development Goals (SDGs).

Registration

Registrations for the intake starting in September are open now. If you register before 15th July, you will benefit from 200 EUR early bird discount.

Détails du cours

La formation s’étend sur environ 6 mois en supposant 4 heures d’étude personnelle par semaine et consiste en 8 unités qui s’appuient les unes sur les autres. La huitième unité est facultative.

Suggestions et recommendations

Bien que vous soyez libre de décider du moment et du rythme de votre formation, nous vous offrons ci-dessous quelques conseils pour vous aider à structurer votre enseignement le plus efficacement possible.

Votre calendrier: au début de la formation, nous vous ferons parvenir un calendrier détaillé, indiquant les délais volontaires et obligatoires. Le calendrier de la formation vous servira de référence pour votre programme d'apprentissage personnel et vous aidera à compléter les différentes étapes dans les délais indiqués.

Vos études: nous vous recommandons de consacrer environ 4 heures par semaine à cette formation en ligne. Cela vous permettra de compléter les sept unités obligatoires dans les 6 mois et avoir le temps de vous préparer pour l'examen final.

Exercices: même si les exercices dans le script du cours ne sont pas obligatoires, nous vous conseillons vivement de les réaliser pour tester vos connaissances et vous préparer à l'examen final.

Opportunité de connexion: une fois le cours commencé, vous pouvez mettre à jour votre profil e-Campus et vous présenter aux autres participants sur notre forum. Cela est essentiel si vous souhaitez bénéficier de toutes les opportunités de réseautage.

Unit 1: Balancing Inclusion, Integrity and Stability

This introductory session provides you a broad understanding of the designing and implementation of regulatory frameworks for financial inclusion. The objective of this unit is to appreciate the importance of the relationship between financial inclusion and the core mandate of financial regulators to safeguard financial stability and integrity. The unit shares the role of the various global standard setting bodies (SSBs) in enhancing financial inclusion.

The unit also presents the challenges of implementing a proportionate policy and regulatory approach at the country level which achieves an effective balance between the three pillars of inclusion, integrity and stability. Technology has great potential to positively impact financial inclusion. The unit discusses different kinds of RegTech and FinTech and their growth in controlled environments such as the Regulatory Sandboxes.

Unit 3: Financial Inclusion Strategies

There is empirical evidence that financial inclusion is higher in countries that have a documented financial inclusion strategy. This unit presents the need for a financial inclusion strategy to design a comprehensive and coordinated approach which connects the financial inclusion continuum described in the previous units – from the financial regulators to the consumers. It presents a step by step guide to develop a strategy, including how to monitor the implementation and progress made.  

Unit 5: Financing Micro, Small and Medium Enterprises (MSME)

Promoting MSME provides a channel to assist people from the lower income population to increase their income, to be financially active and included. Given the significant contribution of MSME to enhancing financial inclusion, this unit provides participants the understanding of the issues in access to finance for MSMEs and the possible regulatory solutions. It discusses the debate on defining MSMEs in a country context, the need for product diversity and the elements of a supportive financial infrastructure to enhance access to finance for MSME. Given the critical role of women in MSME, it highlights country examples which have excelled in women led MSME initiatives. 

Unit 2: Consumer Empowerment and Market Conduct

This unit focuses on the other end of the continuum – the consumers. Financial inclusion ensures that many first-time end users join the formal financial system and thus it is important that they are educated to be able to make the best use of the services and to be protected. This unit will help to develop a clear understanding of issues and good practices in consumer empowerment and will help to develop skills to be able to design, improve, review regulatory and/or institutional policies related to market conduct and supervision practices.  

Unit 4: Measuring Financial Inclusion

The impact of financial inclusion is significantly reduced in the absence of a framework that measures financial inclusion. This unit is very critical as it describes the role of quality data in developing financial inclusion policies and the indicators which help measuring financial inclusion. It discusses in detail both demand and supply side data, qualitative and quantitative data and the use of global and national level data and how they contribute to policy making and lead to result based monitoring and evaluation of financial inclusion. This is a core component of any national strategy on financial inclusion.

Unit 6: Microcredit, Microsavings and Microinsurance

Unit 6 illustrates the alternative financial inclusion products and policies that play a main role in providing access to finance to the low-income population. A right mix of financial products is key to effective financial inclusion and thus the unit presents the microfinance products: microsavings, microcredit and microinsurance. The unit focusses on the need for effective, affordable, diverse products and services  for the low income to benefit the most from them. The unit also discusses the regulations that guide these alternative products and delivery channels.

Unit 7: Digital Financial Services

The role of digital financial services in promoting financial inclusion is significant and it is inevitable that all concerned stakeholders of financial inclusion would opt the digital route in the future. The last unit of this course thus focuses on how the digital medium is relevant for the discussions in the previous units. The unit starts with basic terminologies to ensure an agreed understanding. It shares international examples to showcase the potential of DFS. It highlights the DFS ecosystem and its stakeholders and highlights the regulatory aspects that are required to ensure a coordinated approach among the diverse stakeholders of the DFS ecosystem.

*subject to change

Training Approach

The flexibility of our courses offers you the opportunity to follow you own schedule and to combine daily work with professional development.

The highest quality offered will immediately improve your daily job performance as well as the performance of your institution.

Training Material

Video Lectures

  • Introvideos: After viewing the lectures, participants will have a basic understanding of each topic and will be able to classify importance and relevance of different techniques and aspects in a broader context.
  • Web-based Presentations: Web based presentation complement the scripts and give additional input on important topics.

Online Tests

Each unit ends with an online test comprising a set of 10 - 15 multiple choice questions. Only after having successfully completed an online test you will gain access to the next unit.

Reading Material

A PDF script is for most of our courses the main studying material. This reading material provides basic concepts and principles applicable to the subject of each unit.

Assignments

The key to successful learning is the immediate use of newly acquired knowledge and the transfer of theory into practice. Our online courses are therefore supplemented by mandatory assignments.

Discussion Forum

A course discussion forum enables the interaction between participants and trainers and facilitates the exchange of experiences as well as possibilities to ask questions or get clarifications.

Final Exam

Passing a final examination is a requirement for obtaining your certificate.

  • Location: The final exam takes place online
  • Duration: The final exam takes 2 hours.
  • Costs:  The final exam costs an additional fee of EUR 50
  • Certificate: Your digital certificate will be available upon passing the final examination. Should you prefer receiving a printed version of your certificate, an administrative fee of EUR 50 per certificate will be charged.

If you do not wish to take the final exam, you will receive a confirmation of course participation after completing the course.

FS-AFI Collaboration

The Certified Expert in Financial Inclusion Policy e-learning course is a joint collaboration of Alliance for Financial Inclusion (www.afi-global.org) and Frankfurt School. The development of this e-learning course was funded by the Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ).

AFI – Alliance for Financial Inclusion

AFI is a unique member owned network of regulators from over 90 countries working together to accelerate the adoption of proven and innovative financial inclusion policy solutions with the ultimate aim of making financial services moreaccessible to the world’s unbanked. It is based on the idea that
a global knowledge exchange platform is key to expanding and improving financial inclusion policy. Thus, the collaboration brings together Frankfurt School, one of the top business schools in Europe, and AFI the world’s leading organization on financial inclusion policy and regulation.

As a network organisation, capacity building of its members – which in turn contributes to the growth of the network and the sector – is a key objective of AFI. Capacity building initiatives include member trainings, knowledge exchange visits, peer learning. These have been very well attended and the demand has been increasing significantly for advanced training on these topics and also to induct more members and other stakeholders into financial inclusion policy.

An online version in partnership with Frankfurt School is expected to bridge this gap by reaching out to a larger audience. This will also contribute to the growth of the sector to which we are committed.

Packages

Beyond your Certificate:

Master of Leadership in Sustainable Finance

The Certified Expert in Financial Inclusion Policy is an Elective Module of the Master of Leadership in Sustainable Finance. Join our Master programme after completing the CEFI course and waive one elective module. Also, the amount you paid for the course will be deducted from the final tuition fee of the Master programme.

Inclusive Finance Summer Academy

As a participant of our “Certified Expert in Financial Inclusion Policy” e-learning course, we offer you an exclusive 30% discount* for the Agriculture Finance Track of our Inclusive Finance Summer Academy (12 - 16 July, 2021). This brings down the aggregated tuition fee from 750 EUR + 4300 EUR to 3920 EUR **  (Regular fee of both programmes) or 600 EUR + 3655 EUR to 3328,5 EUR** Early bird of both programmes)

*(including access to the e-learning course, training materials for the on campus training, full board, accommodation & local transportation ticket).

Diploma in Financial Inclusion

The Certified Expert in Financial Inclusion Policy is part of the curriculum of our Diploma in Financial Inclusion. Enroll to our Diploma after completing the CEAF course and waive one module. Also, the amount you paid for the course will be deducted from the final tuition fee of the Diploma.

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