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Online Guide

SEPM Guide

Discover our Guide for Social and Environmental Performance Management

Discover

Resources

490 entries were found.

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

The Role of Governance

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.