This Consensus Guidelines puts forward standard definitions for selected financial terms, commonly used and subject to confusion, and suggests a standard method of calculating certain financial ratios. The definitions established in this document will make comparisons among MFIs more meaningful and promote more transparency in MFI reporting.
This fourth annual Global Microfinance Equity Valuation Survey Report provides benchmarks for the valuation of microfinance equity, both private and publicly listed, to promote market transparency and identify industry trends.
This Technical Guide presents the rationale for the use of performance-based agreements and suggests ways to incorporate performance-based targets and incentives into existing loan and grant agreements.
Participants learn how to format financial statements for decision making, adjust for inflation and subsidies, measure portfolio quality, asset/liability management, efficiency and productivity and profitability and to choose strategies to reach sustainability.
The Accounting course introduces MFI managers to the basics of accounting and how to create the most commonly used financial statements like the Balance Sheet, the Income Statement, and the Chart of Accounts.
The present version of the course includes sessions on financial modeling—namely, defining institutional mission, goals and objectives, understanding clients and markets, carrying out environmental and institutional assessments and designing a strategy.