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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

The success of any organization relies on the availability of necessary resources to achieve its goals, and one of the problems many institutions face is relying on unqualified individuals to provide financial resources. Therefore, this program aims to enhance the efficiency of participants in professionally executing the tasks of a finance officer.

Learning Outcome

Understand the duties of a finance officer ;the roles they assume while performing their job responsibilities=.Prepare the finance file and the terms and policies of grants (specific to the institution)=Managing the finance portfolio in terms of production, collection, and portfolio quality.=attract new clients, evaluate clients, and estimate the value of financings.=

Prepare the finance file and the terms and policies of grants (specific to the institution)

Manage the finance portfolio in terms of production, collection, and portfolio quality.

attract new clients, evaluate clients, and estimate the value of financings.

Prepare work plans and reports.

Definie financial inclusion, the necessary practices, and the regulations of the financial regulatory authority.

Course Outline

  • Microfinance provides financial services to low-income individuals or those lacking access to traditional banking.
  • Aims to offer small loans, savings accounts, insurance, etc., tailored to underserved populations.
  • Global Definition and Egyptian Financial Regulatory Authority's Definition:
  • Financial Services Needed by Microfinance Clients:
  • Importance of Small Projects Economically:
  • Importance of Targeting Microfinance Segments:

  • Encompasses legal and regulatory frameworks defining how the institution is established and operated.

  • Market Research and Financial Product Design:
  • redit Analysis: Definition, Pillars, Importance, Risks:
  • Five Principles of Customer Evaluation:
  • Evaluating Customer Activity and Determining Financing Goals:

  • Estimating Cash Flows:
  • Calculating the Income Statement for the Client's Project:
  • Preparing a Simplified Financial Statement for the Client's Project and Estimating Financing Needs:
  • Managing and Diversifying the Financing Portfolio:
  • Effective Communication and Product Management:

  • ustomer Service and Portfolio Monitoring:
  • Payment Follow-up:

  • Terms and Policies of Financing Grants by the Institution and Regulations of the Financial Regulatory Authority:
  • Financing Issuance Cycle, Steps for Granting Finance, Accreditation Authorities, and Incentive Policy:
  • Preparation of Necessary Reports for Monitoring Annual/Monthly/Weekly/Daily Business Plan Execution

Who Should Attend

Branch finance officers, especially newly appointed ones (complete content).=Supervisors directly overseeing finance officers, such as team leaders (complete content)= Support teams from various departments (topics related to microfinance history, customer service, and reports).

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