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Application Trainings

By providing trainings to institutions that use our partners applications, we encourage best practices in strategy development and execution. Applications we support include: Mifos X, Sharepoint and Dynamics Business Central. On this page, visitors will be able to browse the content and prices of our offerings.

MIfos X Trainings
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Role-based trainings are critical for first-time adoption of MIFOs. Subsequent retraining needs may arise due to the introduction of new modules or staff attritions within client institutions.

Designed with so much flexibility to suit diverse microfinance operations, MIFOs has volumes of existing online materials that users may find themselves inundated with so much to learn. However, those materials become so meaningful when users have had the enlisted trainings below.

The classroom training environment means we place greater value on hands-on trainings. This gives users the opportunity to test what has been said, ask questions and take away valuable knowledge that can be disseminated among colleagues. Click the enlisted trainings for topical details, attendees and etc.

Topics:
  1. Interest Types, Charges and Term Set-Ups
  2. Interest Recalculation and Penalty Settings
  3. Tranches and Guarantee Requirements
  4. Top-Ups, Rescheduling And Arrears Set-Ups
  5. Account Transactions Set-Up
  6. Workflow Configurations

WHO MUST ATTEND?

Heads of SalesOperations ManagersFinance Managers and

Technology Team

RATE: GHS 750 (per participant)
DAYS: One (1) Day Training

Topics:
  1. Term Rate Charts Set-Up & Posting Frequency
  2. Term, Minimum And Maximum Amounts
  3. Term Deposit Premature Closures
  4. Savings: Interest Set-Up & Posting Frequency
  5. Savings: Minimum Balance Enforcement
  6. Savings: Account Charges Set-Up
  7. Account Set-Up & Tax Treatments
  8. Workflow Settings

WHO MUST ATTEND?

Heads of SalesOperations ManagersFinance Managers and

Technology Team

RATE: GHS 800 (per participant)

Topics
  1. Create, Modify and Delete Loan Application
  2. Approve, Reject or Withdraw Loan Application
  3. Add Charges, Collateral and Guarantor
  4. Repay, Prepay, Write-Off And Close Loan Account
  5. Restructure And Manage Loan Disbursements
  6. Disburse in Tranches and Process Group Loans
  7. Generate Loan Transactions and Use Collateral Sheet
  8. Standard System Report Retrieval And Analysis

WHO MUST ATTEND?

  1. Finance Supervisors
  2. Compliance Officers
  3. Risk Officers
  4. Credit Officers
  5. Data Entry Clerks
  6. Tellers

RATE: GHS 500 (per participant)
Topics:
  1. Create, Modify And Delete Client Profile or Account.
  2. Approve, Reject or Withdraw Account Application
  3. Enter Charges, Post Interest and Transfer Funds
  4. Create Standing Instructions on Account.
  5. Make Deposits And Withdraw Money
  6. Make Loan Repayment From Savings Account
  7. Term Deposit Pre-Closure And Penalty Application
  8. Teller Menu And Cash Management Set-Up
  9. Standard System Report Retrieval And Analysis

WHO MUST ATTEND?Finance SupervisorsCredit Officers Data Entry Clerks Compliance OfficersRisk Officers Tellers

RATE: GHS 600 (per participant)

Topics:

  1. Setting Up The Chart Of Accounts
  2. Defining Accounting Rules
  3. Defining Accrual Entries and Frequent Postings
  4. Searching Through Accounting Records
  5. Managing Funds Mappings
  6. Offices and Multi-Currency Settings
  7. Posting Approval Tasks
  8. Closing Periods And Financial Reporting

WHO MUST ATTEND?Head of Finance Finance Managers Accountants Finance Officers.

ADD-Fin Trainings
Business Training

ADD-Fin is a great planning and forecasting tool incorporating the extensive model tweaks financial institutions make each year to come up with a business plan. We offer training to users of this great model. Course contents we cover are:

Day 1: Training Topics
  1. Introduction to Strategy
  2. Template Calendar Set-Up
  3. Currency, Tax and Liquidity Reserve Rates
  4. Loan Product Set-Up and Entries
  5. Deposit Product Settings
Day 1: Training Topics
  1. Segmenting Savers
  2. The Active Savers Plan
  3. Segment Related Lending
  4. Branch Targets Breakdown
  5. Consolidating Branch Targets
Day 2: Training Topics
  1. Outlet Expansion Projects
  2. Asset Acquisition And Depreciation
  3. Transaction Related Costs
  4. Staffing And Staff Costs
  5. Cash, Accrual and Prepayment Entries
Day 3: Training Topics
  1. Capital, Regulations and Basel
  2. Debt Financing and Grants
  3. Managing Obligations and Taxes
  4. Investments and Liquidity Planning
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