★★★★★
"The structure, the practice exams, the instructor — all top tier. Passed first try."
AS
Aarti SharmaSenior Project Manager · TCS
— The journey
Course Outline
What the programme covers, module by module.
Module 1: Introduction to Microfinance
- Microfinance Fundamentals
- Financial Inclusion Concepts
- Microfinance Institutions
- Role of Microfinance
- Career Opportunities
Module 2: Microfinance Products
- Micro Loans
- Savings Products
- Insurance Services Overview
- Financial Support Services
- Customer Solutions
Module 3: Customer Onboarding
- Customer Identification
- Customer Registration
- Document Collection
- Verification Procedures
- Customer Profiling
Module 4: Credit Assessment
- Loan Eligibility
- Income Assessment
- Household Assessment
- Credit Evaluation
- Risk Profiling
Module 5: Group Lending Concepts
- Group Formation
- Group Responsibilities
- Group Meetings
- Joint Accountability
- Group Monitoring
Module 6: Loan Origination
- Loan Application Process
- Documentation
- Verification
- Loan Approval Workflow
- Loan Disbursement Preparation
Module 7: Loan Disbursement
- Disbursement Procedures
- Customer Communication
- Documentation
- Record Management
- Operational Controls
Module 8: Repayment Management
- Repayment Schedules
- Collection Procedures
- Instalment Monitoring
- Customer Follow-Up
- Record Updates
Module 9: Customer Relationship Management
- Customer Engagement
- Relationship Building
- Service Excellence
- Complaint Resolution
- Customer Retention
Module 10: Field Operations
- Field Visits
- Community Interaction
- Customer Support
- Data Collection
- Operational Reporting
Module 11: Risk Management
- Credit Risk
- Operational Risk
- Portfolio Monitoring
- Risk Mitigation
- Recovery Planning
Module 12: Documentation and Record Keeping
- Customer Records
- Loan Records
- Repayment Records
- Operational Documentation
- Data Accuracy
Module 13: Financial Literacy Support
- Budgeting Basics
- Savings Awareness
- Responsible Borrowing
- Money Management
- Financial Planning
Module 14: Digital Microfinance
- Mobile Banking
- Digital Payments
- Digital Loan Processing
- Customer Applications
- Digital Financial Services
Module 15: Regulatory Awareness
- Microfinance Guidelines
- Consumer Protection
- Compliance Responsibilities
- Ethical Practices
- Operational Standards
Module 16: Fraud Prevention
- Fraud Awareness
- Identity Verification
- Document Verification
- Fraud Prevention Measures
- Incident Reporting
Module 17: Communication Skills
- Customer Communication
- Active Listening
- Community Engagement
- Conflict Resolution
- Professional Behaviour
Module 18: Teamwork and Coordination
- Team Collaboration
- Branch Coordination
- Field Team Communication
- Time Management
- Operational Efficiency
Module 19: Technology in Microfinance
- Customer Information Systems
- Loan Management Systems
- Mobile Data Collection
- Reporting Tools
- Digital Innovation
Module 20: Emerging Trends in Microfinance
- Digital Financial Inclusion
- FinTech Integration
- Sustainable Finance
- Rural Financial Services
- Future Industry Trends
Module 21: Best Practices in Microfinance Operations
- Responsible Lending
- Customer-Centric Services
- Quality Standards
- Continuous Improvement
- Professional Development
Module 22: Microfinance Operations Project
- Customer Onboarding Exercise
- Loan Assessment
- Repayment Planning
- Field Operations Simulation
- Final Project Presentation
— 01.2 · Is it right for you?
Who it's for & what's included
Pick a delivery method to see exactly who it suits and everything you receive.
Who it's for
Classroom
Best for learners who want face-to-face tuition and to network with peers in person.
What's included
Everything you get
- ✓ Live instructor on-site
- ✓ Printed workbook & materials
- ✓ Group exercises & case studies
Who it's for
Online Instructor-Led
Best for learners who want a live instructor and a fixed schedule, without the travel.
What's included
Everything you get
- ✓ Live instructor via video call
- ✓ Digital workbook & resources
- ✓ Session recordings
Who it's for
Self-Paced
Best for self-motivated learners who need maximum flexibility around work and life.
What's included
Everything you get
- ✓ On-demand video lessons
- ✓ Interactive quizzes
- ✓ 24/7 access on any device