Business planning and financial modeling for microfinance institutions

Part 1 provides a brief overview of the key elements of strategic planning: They have taught this course in 20 countries around the world, and it is one of the most recognized and attended courses in all of microfinance. By the end of the workshop you will have a better understanding of: Agenda Monday to Friday, 9: These explain how to install the software, present printouts from the model, list data requirements, and provide an exercise on modeling lending activity.

Over Days 2 through 5, we will apply the strategy developed on Day 1 to creating an operational plan and detailed financial projections, beginning with design of credit and savings products loan amounts and terms by cycle, pricing, collateral, etc.

He currently teaches at the Yale School of Management. We will look at each aspect of institutional capacity staffing, operating expenses, fixed assetslinking resources to credit and savings activity. Participants will work on laptop computers during the course. The handbook also includes several annexes with further information on the Microfin model.

The latest update of these materials was done in to include dimensions of client protection and social performance management. Microfin allows you to develop detailed five-year financial projections and budgets for your institution, and to simulate the impact of key decisions on your institution. See Less - Document also available in: This fast-paced course is designed to be highly participatory, with a large amount of hands-on time working in groups at the computer, applying the software to a detailed case study.

Defining financial products and services; Specifying marketing channels; Planning institutional resources and capacity; Developing a financing strategy; Analyzing financial projections and indicators.

Documents & Reports

As a result, the course materials may not reflect the latest practices in the microfinance industry. Please refer to our refund policy at the end of the registration form. Small group exercises throughout will focus on applying a case study to the new version of the Microfin model.

Part one provides a brief overview of the key elements of strategic planning: Participants will review and discuss the Business Planning framework. CGAP is a leading independent resource for objective information, expert opinion, and innovative solutions for microfinance.

Tony Sheldon has worked as an independent consultant with microfinance institutions in Africa, Asia, Latin America and Eastern Europe sinceprimarily in the areas of financial management and business planning.

CGAP works with the financial industry, governments and investors to expand access to financial services for poor people around the world. The new handbook provides detailed guidance on using version 3 of Microfin, the latest version of the Excel-based financial modeling tool specifically designed for MFIs.

Course fee must be paid in full at the time of registration. Please refer to our refund policy at the end of the registration form. Please note that CGAP recognizes only those partners and trainers that went through its certification process as CGAP training partners from to “Pacesetters in Microfinance Trainings” BUSINESS PLANNING & FINANCIAL MODELING FOR GROWING MICROFINANCE INSTITUTIONS A 5 -day interactive Business Planning & Financial Modelling for Growing.

3 Strategic business planning is also helpful (especially in the early stages) in determining which factors are vital to the microfinance institution’s success.


1 Business plan Private and confidential “FOR STARTING A MICROFINANCE INSTITUTION IN TANZANIA” Dar-es-Salaam June The “Business Planning for Microfinance Institutions” course was originally entitled “Business Excel-based business modeling tool specifically designed for MFIs. A detailed case study gave other financial institutions, microfinance networks, apex institutions, national government regulators.

MICROFIN – Business Planning and Financial Projections

Business planning and financial modeling for microfinance institutions: a handbook: Plan de développement et projections financières pour les institutions de microfinance: guide pratique (French).


Business planning and financial modeling for microfinance institutions
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