Modules

 

Our financial education projects are built around a core series of modules, which effectively build capacity across a range of key skill sets

Our modules include:

Plan Your Future

This module changes negative attitudes towards long-term financial planning and saving. It also helps low-income people to acquire basic skills in the area of financial education thanks to a multitude of interactive exercises and games, including visits to local financial organizations. Learn more>

Debt Management

This module improves financial capability and practices of low-income households in the area of debt management. It helps people to understand the benefits and a risk related to borrowing and teaches them how to use credit responsibly as well as deal with and prevent excessive indebtedness. Learn more>

Remittances

This module is targeted at families receiving remittance income and builds on basic concepts of money management, but in the context of those who receive remittances. Learn more>

Sales and Financial Education Counseling (SAFICO)

The SAFICO module develops the skills of financial institution staff to use financial counseling as a sales and client retention tool. Learn more>

Ethica

Ethica is an educational board and role play game designed to help participants explore the social and environmental impacts of personal banking, investments and businesses. Learn more>

AMELA

The AMELA module trains MFI staff to deliver individual counseling to clients to help them build awareness, knowledge and skills around the issue of personal money management and broad use of financial services. Learn more>

Savings

MFC's savings module has been designed to change clients' attitudes and habits around saving. Learn more>

 

Other work

We have also developed a range of smaller tools and service areas, including:

  • Motivational mechanisms: to stimulate improved saving practices: competition, match, lottery, reminders
  • Policy-level work: to identify financial education champions, create and facilitate policy working groups, conduct financial capability surveys, financial education landscape analysis as well as facilitate integrating financial education into country strategies and action plans
  • Capacity building of local organizations: to deliver financial education through a participatory experiential learning process including orientation sessions, training of trainers, pilot test field deliveries of financial education tools, evaluation meetings and technical assistance
Facebook