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Coaching Our Clients 

Training and Technical Assistance Program fulfills the objective of increasing the skills of Microfinance Institutions' work teams and strengthening their management through training, diagnostic and implementation consulting. Our work plan is focused on the specific needs of our clients

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Below, we offer four subsequent workshops related to Portfolio Management, covering the microcredit methodology throughout the loan's lifecycle, beginning with prospecting and continuing with evaluation and monitoring, concluding with collection and loan closure. The workshops are:

  • Credit Management in Microfinance
  • Collection Management in Microfinance
  • Portfolio Quality
  • Risk Management in Microfinance
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Lapis

Workshops that strengthen soft skills and improve productivity and customer relations, both internal and external, have also been added to the ongoing offering, such as:

  • Client Service
  • Teamwork
  • Marketing in the Microfinance
  • Leadership and supervision

We also offer Microentrepreneur Characterization Questionnaire Training (CCM): this training aims to ensure that users correctly complete the questionnaire, which collects data and information that will allow them to understand the impact of loans granted through our clients.

An added value of our offering is the inclusion of topics that have been deemed relevant or novelty at a specific time, specifically aimed at entity executives, so that they can stay up-to-date and informed. These include: Money Laundering, Governance, Digital Update, Green Finance and Climate Change, Institutional Strategy, among others.

Knowing the potential effects of the pandemic and the uncertainty it would generate for organizations

Our institutional strengthening program for cooperatives and nonprofit associations has had a significant impact; a total of 1,000 executives have been trained by the end of August 2024. The Technical Assistance program is focused on institutional support through diagnostic and execution consulting, prioritizing the areas of strategic planning, organization and management, governance, and credit.

To date, we have provided technical assistance to institutions related to Strategic and Operational Planning, Information Technology, Credit Portfolio Performance, Business Management, Human Resources, Business Plans and Accounting Management, Credit Factory, and Governance.

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