Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
Discover
Resources
Vidéo
Indicators of Financial Stress, Including Over-indebtedness
This document provides a summary of the February 2017 Outcomes Working Group meeting in which Grameen Foundation, Friendship Bridge and other share their experience identifying indicators of financial stress and over-indebtedness.
Learning Series
Vidéo
CP Pathway Webinar #6
Implementing fair collection strategies
Learning Series
Vidéo
CP Pathway Webinar #5
Learning Series
Vidéo
CP Pathway Webinar #4
Complaints Handling Mechanism
Learning Series
Vidéo
CP Pathway Webinar #3
Ensuring Client-level Transparency
Learning Series
Vidéo
CP Pathway Webinar #1
Overview of the new Client Protection Pathway
Learning Series
Vidéo
CP Pathway Webinar #2
Preventing Over-indebtedness – A Systems Approach
Learning Series
Vidéo
Client Protection Pathway Implementation Series
The Client Protection Pathway describes the steps that a financial service provider can take to implement the client protection practices necessary to avoid harming clients and communicate this progress to investors. The Pathway gives providers a roadmap for implementing the Client Protection Standards and helps them stay on track.
Protecting your clients is essential to your business and to their welfare, but it is not easy. At every step on the Pathway, we have resources and support ready for you. When you join the Client Protection Pathway, you join a global network of people who are committed to client protection.
Tools & Templates
SPI Online Audit Tools At A Glance
A general overview of the new 7 assessment tools of SPI Online, and two-pager descriptions to download (factsheets).
Case studies & Field examples
Outline for a Code of Conduct
Provides a simple outline for a Code of Conduct that can be used as a template.
Download