Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
Discover
Resources
Learning Series
Vidéo
SPM Essentials Series 2021-2022
In 2021-22, in coordination with the release of the Universal Standards 3.0, Cerise+SPTF created a webinar series called "SPM Essentials". This series presents practical guidance on how to implement the Universal Standards. Each webinar features interviews with practitioners on how they are managing their social and environmental performance, including lessons learned from what has worked and what did not.
Vidéo
SPI Online Live Demo
An in-depth tour of SPI Online, the platform of resources and tools by Cerise+SPTF for impact-driven organizations to assess and improve their social and environmental performance. Webinars in English, Spanish, and French.
Vidéo
Maintaining a Healthy & Productive Workforce During the COVID-19
Shares the experiences of FINCA International and Maha Agriculture with keeping employees healthy and productive during the crisis.
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.