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Recent Workshops & Trainings

National Curriculum on Agent Banking in Uganda 

 

PHB Development established the National Curriculum on Agent Banking that is being adopted by banks and financial institutions. PHB Academy developed training manuals to guide practical course outcomes – while integrating experimental learning and facilitation.

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2018 Uganda – Agent Banking Training with:

  • Stanbic Bank
  • Barclays Bank
  • Housing Finance Bank

PHB agent banking training provided a framework for trainers, potential recruited agents, Agent Banking Company (ABC) staff and bank staff. Participants were empowered with practical knowledge on implementing agent banking across the country.

Training sessions focused on:

  • Agent banking and network models
  • Agent selection & integration
  • Back office operations
  • Liquidity management
  • Risk & fraud management
  • Marketing & branding
  • Agent monitoring & support
  • Dispute resolution mechanism
  • Compliance & reporting
  • Technology & partnerships
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2017 Benin – UNCDF Mobile Money for the Poor

Senior managers of financial institutions, mobile network operators and regulators in Benin

Digital savings and loans

  • Key concepts of digital credit
  • Examples of failure and success
  • Benefits, costs and risks
  • Phases of implementation
  • The challenge of partnership
  • The challenge of client scoring
  • The challenge of customer protection
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2017 Uganda – Public course in collaboration with Uganda Management Institute

Senior managers of FINCA and Opportunity International and their Ugandan affiliates

Digital financial services and agent banking – an introduction

  • Understanding the DFS ecosystem
  • Selecting a DFS business model
  • Agent banking and functions
  • Mobile banking and partnership
  • Developing a DFS strategy and convincing funders
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2017 Uganda – Opportunity Bank Uganda Limited

Workshop for Digital Finance Team

  • Training of Trainers
    • Development of training materials to use with clients
    • Development of TOT materials for field staff
  • Sales Training
    • Development of sales materials to use with clients
    • Development of sales training materials for field staff
  • Pilot Test on field staff
    • Practice using the materials developed for field staff
    • Evaluation and improvement of materials
  • Pilot Test on clients
    • Practice using the materials developed for clients
    • Evaluation and improvement of materials
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2017 Ghana – Opportunity International Savings & Loans

Workshop for Digital Finance Team

  • Training of Trainers
    • Development of training materials to use with clients
    • Development of TOT materials for field staff
  • Sales Training
    • Development of sales materials to use with clients
    • Development of sales training materials for field staff
  • Pilot Test on field staff
    • Practice using the materials developed for field staff
    • Evaluation and improvement of materials
  • Pilot Test on clients
    • Practice using the materials developed for clients
    • Evaluation and improvement of materials
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2017 Turin, Italy – Boulder Microfinance Training

Courses for Managers of Microfinance Institutions based on Digital Finance Toolkits

Digital finance business models and regulation

  • Key concepts in digital finance
  • Objectives of different business models
  • Opportunity and market assessment, regulation
  • Institutional readiness assessment
  • Go-to-market strategy and pilot
  • Partnership, commercialisation and distribution
  • Action plan, budget and team

Agent banking – which approach? Using an existing agent network versus building your own

  • Key concepts in agent banking
  • Technological options
  • Strategic partner assessment, negotiation and management
  • Selecting, recruiting and training agents
  • Offsite liquidity planning, monitoring and management
  • Onsite performance monitoring and management
  • Understanding and managing the risks of different models
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2017 Global – Public course

eWorkshop for Digital Finance Managers and Staff

  • Objectives of going digital
  • How the poor manage their money
  • Reasons for the poor to use DFS
  • Training clients on using DFS
  • Convincing clients to use DFS
  • Convincing staff to promote DFS
  • Training agents to convince clients to use DFS
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2016 Zambia – FINCA Express

eWorkshop for Branch Managers and Channels Business Officers

  • Managing agent liquidity
  • Making proposals and negotiating change
  • Monitoring agents onsite
  • Coaching agents and staff
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2014 Malawi – NBS Bank Pafupi

Management training

  • Introduction to Bank Pafupi
  • Keys to success for Bank Pafupi
  • Managing an agent network
  • Agent support

Agent training

  • Introduction to Bank Pafupi
  • Roles and responsibilities of agents
  • How to perform transactions
  • Agent liquidity management
  • Client and agent support
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2016 Benin and Senegal – UNCDF Mobile Money for the Poor

Multi-stakeholder workshops

  • Why go digital?
  • How to implement digital financial services?
    • Legal framework
    • Business models
    • International experience
  • How to progress in digital finance?
    • Prerequisites and self-diagnosis
    • Partnerships
  • Formulation of a digital finance strategy

Workshops for Board en Senior Management of MFIs

  • Training on DFS
    • Review of multi-stakeholder workshop
    • Digital finance project cycle
    • Digital finance operations
    • Risk management
  • Institutional diagnostic
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2013 Sierra Leone – Salon Microfinance & Airtel

Management training

  • Agent roles & roll-out strategy
  • Agent value proposition
  • Agent recruitment
  • Monitoring and liquidity
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2015 Tanzania and Zambia – FINCA Express

eWorkshop for Branch Managers and Channels Business Officers

  • Knowing your role
  • Selling digital savings to clients and staff
  • Recruiting and selecting agents
  • Training agents
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2012 Botswana – BeMobile mWallet

Agent training

  • Introduction to mWallet
  • Roles and responsibilities of agents
  • How to conduct transactions
  • Cash or liquidity management
  • Customer and agent support
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2015 Laos – UNCDF Mobile Money for the Poor

Stakeholder training

  • Building value proposition and beyond
  • Agent selection, recruitment, activation
  • Approaches to training
  • Liquidity management
  • Agent management and support
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2014 Laos – BCEL Community Money Express

HQ training

  • Agent banking strategy
  • Agent banking channel and features
  • New processes linked to agent network management
  • Roles and responsibilities of agents and agent management team
  • How to train agents and other BCEL staff
  • Sales approaches

Agent training

  • Introduction to Community Money Express
  • Roles and responsibilities of agents
  • How to promote digital services
  • How to perform digital transactions
  • Agent liquidity management
  • Client and agent support

PHB Blogs

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  • Digital payments solution for moto-taxi drivers
  • Read More
  • Interview: A life’s work to alleviate poverty
  • Read More
  • Increasing peace and prosperity amid climate impacts
  • Read More
  • Click to see a complete list of PHB blogs
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PHB News

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  • PHB June News Brief
  • Read More
  • PHB April News Brief
  • Read More
  • PHB and Uganda Management Institute provide training on Digital Finance and Agent Banking
  • Read More

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