Course 2.2:- Selecting and training agents

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The key to efficiently managing an agent network is ensuring the majority of registered agents are active. This requires careful selection and a smart investment in quality agent training.

This course is for institutions that aim to set up their own agent network, or have already done so. It is also highly useful for institutions that use a third party existing agent network, and have influence on the way agents are selected and trained.

Course objectives

Participants will be able to identify potential agents that are likely – or unlikely – to be active. They will be able to design systems and procedures that ensure the right agents are contracted. In addition, participants will be able to design and deliver training-of-trainers to staff, and training to agents, based on the latest and ragogic insights.


  • Defining agent selection criteria
  • Developing agent selection tools
  • Managing the agent verification process
  • Contracting and on-boarding agents
  • Principles of adult learning
  • Learning to train: The EDGE method
  • Principles of instructional design: The ADDIE method
  • Summative and formative evaluation for improvement

Target audience

This course targets senior managers of banks and non-bank financial institutions. It is particularly interesting for managers involved in operations, digital finance services and agent network management. Representatives of support networks, investors and donor organisations involved in financial inclusion will discover useful methods in the course.

Are you interested in this course? Or are you looking for something related? Please contact us at

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