Part of Finance and Business
Financial Inclusion in Practice
For agents, staff of banks and microfinance institutions, NGOs, students and trainers: measure financial inclusion, understand who is excluded, design suitable products, protect customers, run a financial-education session and track its results. Built from the National Financial Inclusion Strategy 2025-2030.
Sponsored by InscientechObjectives
- - Read and calculate the main financial-inclusion indicators of the Comoros.
- - Identify the barriers specific to women, young people, people with disabilities and fragile sectors.
- - Design a financial product suited to an irregular income.
- - Apply customer-protection principles.
- - Run a 45-minute financial-education session.
- - Link an action to indicators and risks.
Recommended tools
What professionals use for this course, with a free or open-source option wherever there is one.
Reports, regulations and financial-sector data.
Financial-inclusion policies and indicators.
- CGAPFree
Product design and customer protection.
Global data on the use of financial services.
- KoboToolboxOpen source
Phone surveys, even offline.
- CanvaFree plan
Posters and visual materials for your sessions.
Lessons
- Course OverviewReading · 10 min
- 1. Measuring Financial InclusionReading · 45 min
- Practice quiz — Module 1Quiz · 10 min
- 2. Who Is Excluded, and WhyReading · 45 min
- Practice quiz — Module 2Quiz · 10 min
- 3. Designing Suitable ProductsReading · 45 min
- Practice quiz — Module 3Quiz · 10 min
- 4. Protecting the CustomerReading · 45 min
- Practice quiz — Module 4Quiz · 10 min
- 5. Running a Financial-Education SessionReading · 45 min
- Practice quiz — Module 5Quiz · 10 min
- 6. Monitoring and Evaluating an Inclusion ActionReading · 45 min
- Practice quiz — Module 6Quiz · 10 min
- Final examQuiz · 30 min
- Final project: an inclusion action planAssignment · 90 min
- What next? Tools and your pathwayReading · 5 min
