Technical Assistance
PlaNet Finance China offers a wide range of strategic and technical services to many financial actors in the microfinance field. Examples are: trainings to build capacity in risk management, individual cashflow-based credit technology, internal controls, etc...
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Upgrading
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Institutional strengthening and capacity building of MFIs to enhance their operational and financial sustainability and improve performance.
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Downscaling
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Consulting services for banks, financial institutions and/or retailers to help them enter the microfinance market and extend portfolios from mainstream banking into microcredit and small lending.
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Greenfield
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Consulting services for governments, donors and/or investors to help them create viable MFIs or microfinance programs.
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Micro-insurance
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Consulting services for MFIs or other type of institutions to help them develop and market micro-insurance products.
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Mobile Banking & MIS
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Consulting services relating to emerging mobile banking technologies and applications; needs identification related to MIS
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PlaNet Finance China’s strategy for the next few years is to improve the performance and extend the reach of microfinance by helping the newly-formed microcredit companies and village banks. Our goal is to allow such institutions to better understand the potential of their markets and to efficiently administer and deliver lower-value loans. This will help them differentiate themselves from traditional banks and maximize their profits.
PlaNet Finance China offers services in financial institution assessments and market research; we customize technical assistance packages drawn from a menu of offerings such as business planning, social performance management, human resources management, financial analysis, governance, streamlining credit processes, etc. Our team of local and foreign experts has experience in helping local organizations to build their operations, either from the ground up, or helping them to develop a new extension to their loan portfolios.
The table below is an example of a typical 5-day on-site training module administered by PlaNet Finance China's Operations Consultant Zhang Han, for a local microcredit company seeking to upscale operations.
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Training module
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Format
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Microfinance Best Practice
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PPT
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Loan Promotion
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PPT
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Application and Investigation
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PPT
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Credit Analysis
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PPT
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Case Study-Production
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DOC
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Case Study- Trade
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DOC
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Credit Committee
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PPT
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Post-Loan Management
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PPT
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Product Development
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PPT
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Human Resources Mnagement
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PPT
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In recent months, PlaNet Finance China has been sought out by international agency to help research and evaluate the capacity of local financial institutions in delivering microfinance loans in the Sichuan earthquake zone. Moreover PlaNet Finance is engaged in an on-going project assisting the re-building of village and township banks damaged during the May 12th earthquake. Please refer to the left-hand panel for our case studies past TA projects to gain a more in-depth understanding of our services.
We are a Beijing-based, dedicated team of professionals, and we also work closely with seasoned international experts based at our PlaNet Finance Asia “technical hub” in the Philippines.
For more information on our technical assistance services, please contact echou[at]mfchina.cn.