1. Bosnia & Herzegovina - Plan Your Future - 2006-2007
2. Russia - Plan Your Future - 2006-2007
3. Ukraine - Plan Your Future - 2007
4. Moldova - Financial Counselling in the Bank Branches - 2007
5. Poland - Plan Your Future - 2007-2009
6. Bosnia & Herzegovina - Debt Management - 2007-2009
7. Europe - FEVA Network - 2007-2009
8. Slovakia - Plan Your Future - 2008
9. Bosnia & Herzegovina - Plan Your Future - 2008
10. Armenia - Risk Management - 2008
11. Poland - Plan Your Future - 2008-2009
12. Armenia - Risk Management; social compaign including local TV and orientation meetings - 2008-2010
13. Kazakhstan - Plan Your Future - 2008-2010
14. Kyrgyzstan - Plan Your Future - 2009
15. Russia - Plan Your Future - 2009
16. Macedonia - Plan Your Future - 2009
17. Belarus - Plan Your Future - 2009-2010
18. Central Asia - Remittances - 2009-2010
19. Georgia & Azerbaijan - Financial Counselling in the Bank Branches - 2009-2010
20. Poland - Plan You Future - 2009-2010
21. Tajikistan - Remittances - 2009-2010
22. Poland - Debt Managment - 2009-2010
23. Macedonia - Debt Managmenet - 2010
24. Tunisia - Plan Your Future - 2010-2011
25. Uzbekistan - Plan Your Future - 2009-2011
Financial Education for the Poor in Bosnia and Herzegovina
Duration: August, 2006 – July, 2007
Partners: Prizma, Partner, Zene za Zene, SBC, RES, Prijateli, Drina
Financial education tool: “Plan Your Future” training module
Donor: UNDP Srebrenica Regional Recovery Programme
Goal: Build the capacities of local NGOs and MCOs with the goal of delivering financial education workshops to the poor
Results: · trainers from 25 local organizations · 3616 participants of financial education workshops
Financial Education for Low-Income Households in Russia
Duration: August, 2006 – July, 2007
Partner: Russian Microfinance Centre (RMC)
Financial education tool: “Plan Your Future” training module and “Financial Literacy for the Poor” (curriculum developed by Microfinance Opportunities and Freedom for Hunger)
Donor: Microfinance Opportunities (MFO) and Citi Foundation
Goal: Build capacity of selected partners to deliver financial education for low-income households in order to set favourable conditions to foster financial literacy levels among representatives of the target group
Results: · 20 trainers of the training module · 200 participants of financial education workshops
Financial Education for Low-Income People in Ukraine
Duration: June, 2007 – December, 2007
Partner: All-Ukrainian Associations of Credit Unions (VAKS)
Financial education tool: “Plan Your Future” training module
Donor: Ministry of Foreign Affairs of the Republic of Poland
Goal: Raise awareness, increase engagement and build capacity of local organizations to deliver financial education to low-income households
Results: · 23 trainers of the training module from 17 local organizations · 400 participants of financial education workshops
Beyond Poverty Alleviation in Moldova
Duration: September, 2007 – December, 2007
Partner: local bank
Financial education tool: Financial Counselling in the Bank Branches
Donor: ILO/IOM
Goal: Increase financial capabilities of remittance recipients
Results: · 20 trainers prepared to deliver financial counselling · 8000 remittances recipients reached with financial education counselling
Partnership Delivery Model for Sustainable Financial Education in Poland
Duration: 2007 – 2009
Partners: Fundacja Komunikacji Społecznej (FKS) i Fundacja Wspomagania Wsi (FWW), Fundacja Edukacji dla Demokracji (FED)
Financial education tool: “Plan Your Future” training module
Donor: Levi Strauss Foundation
Goal: Ensure high-quality education for large number of vulnerable households and establish a network of local financial advisory points (LAP’s)
Results: · 35 trainers of the training module · 1200 participants of financial education workshops
Please visit our website: www.edufin.org.pl (in Polish)
Financial Education for the Poor in Bosnia and Herzegovina
Duration: November, 2007 – August, 2009
Financial education tool: “Debt Management” training module
Donor: UNDP Srebrenica Regional Recovery Programme
Goal: Build the capacities of local NGOs and MCOs with the goal of delivering financial education workshops to the poor
Results: · 48 trainers of the training module · 1974 participants of financial education workshops
FEVA – Financial Education for Vulnerable Adults Network
Duration: November, 2007 – April 2009
Partners: Integra Foundation (Slovakia), Hungarian Foundation for Self-Reliance –Autonomia, Network Credit Norway - NCN, European Microfinance Network (France), Regional Economic Development Centre (Bulgaria), Association Integra Romania, Evers&Jung (Germany)
Donor: European Commission GRUNDTVIG Programme
Goal: Initiate and faster learning and regional networking on financial education for vulnerable adults (FEVA) in Europe
Please visit website: www.fevagroup.org
Financial Education for Low-Income Households in Slovakia
Duration: 2008
Partner: Integra Foundation
Financial education tool: “Plan Your Future” training module
Donor: Habitat for Humanity International
Goal: Increase knowledge about financial education and build capacities of new trainers
Financial Education for the Poor in Bosnia and Herzegovina
Duration: 2008
Partner & Donor: Partner Microcredit Organization
Financial education tool: “Plan Your Future” training module
Goal: Build the capacity of Partner’s staff in organizing and delivering financial education workshops for microfinance clients
Development of “Risk Management” training module in Armenia
Duration: February, 2008 – June, 2008
Partner: MDF Kamurj, Microfinance Opportunities
Financial education tool: “Risk Management” training module
Donor: Citi Foundation
Goal: Develop and adapt “Risk Management” training module to the needs of low-income families in the transition context
Financial Education for Low-Income Households in Poland
Duration: 2008 – 2009
Partner: Fundacja Wspomagania Wsi (FWW), Fundacja Komunikacji Społecznej (FKS), Fundacja Edukacja dla Demokracji (FED)
Financial education tool: “Plan Your Future” module and national educational campaign
Donor: Central Bank in Poland
Goal: Improve financial capability of low-income households in Poland
Results: · 140 trainers of the training module · 1045 participants of financial education workshops · 10000 households reached with educational campaign
Please visit our website: www.edufin.org.pl (in Polish)
Facilitating Widespread Access to Microinsurance Services in Armenia
Duration: 2008 - 2010
Partner: The Microinsurance Centre (MIC), Altera LLC
Financial education tool: “Risk Management” training module; social campaign including local TV talk-shows, public service announcements and orientation meetings
Donor: International Fund for Agricultural Development (IFAD)
Goal: Contribute to the construction of an inclusive financial system that meets the needs of the rural low-income people
Results: · 500 participants of financial education workshops · 10000 households reached with social campaign
Financial Education Program for Low-Income Households in Kazakhstan
Duration: August, 2008 – August, 2010
Partners: Association of Microfinance Organizations of Kazakhstan – AMFOK
Financial education tool: “Plan Your Future” training module
Donor: The European Union – TACIS Programme
Goal: Improve the financial capability of low-income households in Kazakhstan through starting a process of institution building, innovation and creating the relevant infrastructure at local, regional and national level
Results: · 74 trainers of the training module from 37 local organizations · 1351 participants of financial education workshops · 13000 households reached with social campaign
Financial Education Program for Low-Income Households in Kyrgyzstan
Duration: 2009
Partners: ICCO partners
Financial education tool: “Plan Your Future” training module
Donor: ICCO
Goal: Improve financial capability of low-income households
Results: 25 participants of the training of trainers
Financial Education for Low-Income Households, Russia
Duration: 2009
Partner: NGOs and credit unions from post-soviet countries
Financial education tool: “Plan Your Future” training module
Donor: East-West Management Institute
Goal: Increase knowledge about financial education and build capacities of new trainers
Results: 50 trainers of the training module
Financial Education Program for Low-Income Households in Macedonia
Duration: 2009
Donor & Partner: Open Society Institute (OSI)
Financial education tool: “Plan Your Future” training module
Goal: Improve financial capability of low-income households, including Roma population
Results: · 25 trainers of the training module · 150 participants of financial education workshops
Financial Education Program for Low-Income Households in Belarus
Duration: 2009 - 2010
Partner & Donor: United Nations Development Programme (UNDP)
Financial education tool: “Plan Your Future” training module
Goal: Improve the financial capabilities of low-income households as part of the broader initiative to support microfinance development in Belarus
Results: · 19 trainers of the training module from 15 local organizations · 537 participants of financial education workshops
Development of “Remittances” training module for Central Asia
Duration: December, 2009 – March, 2010
Partner & Donor: Western Union Foundation
Financial education tool: “Remittances” training module
Goal: Develop “Remittances” training module to the needs of low-income families in the transition context
Duration: May, 2009 – May, 2010
Partner: Inter-American Dialogue
Financial education tool: Financial Counselling in the Bank Branches
Donor: European Bank for Reconstruction and Development (EBRD)
Goal: Increase financial inclusion and expand access to financial services for remittance senders and/or beneficiaries
Results: · 20 trainers in Georgia and 20 trainers in Azerbaijan · 18000 remittance recipients reached with financial education counselling in Georgia and 13000 remittance recipients in Azerbaijan
Please find the presentations:
Lalayan_2010_ENG (RUS)
Alimbarashvili_MFC_2010_ ENG (RUS)
Financial Education for Low-Income Households in Poland
Duration: 2009 – 2010
Partner: Fundacja Wspomagania Wsi (FWW), Fundacja Komunikacji Społecznej (FKS), Fundacja Edukacja dla Demokracji (FED)
Financial education tool: “Plan Your Future” training module and national educational campaign
Donor: Central Bank in Poland
Goal: Improve financial capability of low-income households in Poland
Results: · 154 trainers of the training module · 1029 participants of financial education workshops
Please visit our website: www.edufin.org.pl (in Polish)
Financial Education Program for Low-Income Households in Tajikistan
Duration: November, 2009 – August, 2010
Partners: HABITAT for Humanity
Financial education tool: “Remittances” training module
Donor: IFAD – Financial Services for Rural Areas Project
Goal: Increase the awareness among key stakeholders of the temporary nature of remittances, improve the management skills and financial capabilities of beneficiaries
Results: · 12 trainers of the training module · 73 participants of financial education workshops
Financial Education Program for Low-Income Households in Poland
Duration: May, 2009 – September, 2010
Partners: Fundacja Edukacja dla Demokracji (FED), Fundacja Komunikacji Społecznej (FKS) i Fundacja Wspomagania Wsi (FWW)
Financial education tool: “Debt Management” training module
Donor: CEE Trust
Goal: Raise the knowledge and awareness of local stakeholders about the role of financial education in improving low-income people’s lives
Results: · 40 trainers of the training module · 556 participants of financial education workshops
Please visit our website: www.edufin.org.pl (in Polish)
Financial Education Program for Low-Income Households in Macedonia
Duration: 2010
Donor & Partner: Open Society Institute (OSI)
Financial education tool: “Debt Management” training module
Goal: Improve financial capability of low-income households, including Roma population
Results: · 28 trainers of the training module · 250 participants of financial education workshops
Plan Your Future for Microfinance Institution in Tunisia
Duration: September, 2010 – April, 2011
Partner & Donor: ENDA Inter Arabe
Financial education tool: “Plan Your Future” training module
Goal: Strengthen the capacity to deliver financial education to ENDA’s clients
Results: · Senior Trainers · loan officers trained of the module · clients reached
Financial Education Program for Low-Income Households in Uzbekistan
Duration: December, 2009 – July, 2011
Partners: Association of Microfinance Organizations and Credit Unions of Uzbekistan – NAMOCU
Financial education tool: “Plan Your Future” training module
Donor: The European Union – Institution Building Partnership Programme
Goal: Improve financial capability of low-income households in Uzbekistan through starting a process of institution building, innovation and creating relevant infrastructure at local, regional and national levels
Objectives: Raise awareness of key stakeholders · Establish a first pool of local advisory points based on local partnerships · Build local capacities to deliver financial literacy courses and social campaigns · Adapt existing financial education tools to the context of Uzbekistan · Develop a national strategy and an action plan for financial education
Main activities: · Undertake a mapping study and report findings, select local partners and stakeholders for the working group · Organize regional orientation workshops to establish local advisory points · Organize regional capacity building workshops · Deliver workshops to the target groups · Organize regional evaluation meetings · Organize a policy working group to develop a national strategy on financial education · Disseminate project results during the Central Asia Conference
Results: 817 low-income people trained ·26 local financial advisory points · 30 trainers certified · 10 000 households targeted with a social campaign
Materials to download: Briet note ENG, RUS, Success stories ENG, RUS.
