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Financial Education Win-Win for Client s and MFIs. What is Financial Education?. Financial education is teaching the knowledge, skills and attitudes required to adopt good money-management practices for earning, spending, saving, borrowing and investing.

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what is financial education
What is Financial Education?

Financial education is teaching the knowledge, skills and attitudes required to adopt good money-management practices for earning, spending, saving, borrowing and investing.

Participants who receive financial education acquire the information and tools to make better financial choices and work towards their financial goals to enhance their economic well-being.

why is financial education important for the poor
Why is Financial Education Important for the Poor?
  • Better understand financial options
  • Use financial resources more effectively
  • Build self-esteem and confidence
  • Shift from reactive to pro-active decisions
financial education objectives
Financial Education Objectives

Current Behaviors Desired Behaviors

examples of behavior change
Examples of Behavior Change

FINANCIAL EDUCATION

PRESENT/CURRENT

FUTURE/DESIRED

  • Savings
  • Wasteful expenditures
  • Irregular savings
  • Savings not linked to goals
  • Savings
  • Avoid unnecessary expenditures
  • Have a savings plan
  • Save regularly
how was the financial education curriculum developed
How was the Financial Education Curriculum Developed?

The Partners

India – SEWA Bank

Philippines – CARD Bank

South Africa – Teba Bank

Morocco – Al Amana

Bolivia – Pro Mujer

Poland – The Microfinance Centre

module design process
Module Design Process

Market Research

Module Design

Module

Pilot Test

Module

Refinement

Generic Module

Design

Generic Module

Test

Finalize Generic

Module

Dissemination

TOT

slide8

Curriculum: Modules

  • Budgeting- Use Money Wisely
  • Debt Mgmt.- Handle with Care
  • Savings- You Can Do It!
  • Banking Services- Know Your Options
  • Financial Negotiations- Communicate with Confidence
slide9

Curriculum: Components

  • Trainers’ Guides
  • Training of Trainers Manuals
  • Implementation Guidance
    • Adaptation Guide
slide10

Training Techniques

  • Small Group Discussions

and Activities

  • Stories
  • Categorization
  • Simulation Exercises
  • Case Study or Situation Analysis
  • Practice Exercises
slide11

Channels of Delivery

Volume of Outreach

  • Campaign
  • Radio Show
  • Soap Opera
  • Classroom Training
  • Credit and Savings Group-based
  • Individual Counseling
challenges
Challenges
  • Literacy levels
  • Adaptation to market segments
  • Lifecycle position
slide14

Current Activities

DISSEMINATION

  • TOT Workshops

South/South East Asia

Central America

Middle East

China

India

Eastern Europe

  • In-country Training and TA
slide15

Current Activities

INNOVATIONS

  • Youth
  • Remittances
  • Micro-insurance
  • Risk management
  • Consumer Education
  • Bank Cards