This workshop is primarily intended for (financial) decision makers of Microfinance Institutions, such as financial and general managers. However, it can be followed by anyone interested in knowing how to evaluate the performance of an MFI (familiarity with basic accounting and microfinance principles is recommended).

To guarantee a successful completion of the training, Microfact recommends to:

  • Dedicate around 5 hours per week for the training.
  • Have basic digital skills.
  • Have access to a good internet connection.
  • Have access to a tablet or laptop/computer (following the training on the smartphones is not possible).
  • Be fluent in one of the course languages: English, French or Spanish.


The general objective of the digital course is to give participants a better insight in the actual financial and social situation of their own institution and their position in the market of microfinance.

At the end of the training, the participants will be able to:

  • Understand what the MFI Factsheet is and the advantages of this tool.
  • Fill the MFI Factsheet properly and interpret its results (Financial and Social Performance).
  • Know the existence, definitions and interdependence of commonly used and accepted key performance indicators in the microfinance industry.
  • Analyze the financial trends, position themselves within the industry (benchmarks) and identify key areas of risk to mitigate.
  • Know the importance of performance monitoring as a tool for a daily management, decision‐making and business planning process.
  • Know the benefits of transparency and performance assessments (ratings), namely to secure external sources of funding.

Course structure and methodology

  • Le cours est hébergé sur une plateforme d’apprentissage en ligne et accessible via le lien suivant : elearning platform and accessible through the following link:

Le cours se compose de 2 parties : of 2 parts:

Partie 1 : « Découvrez la IMF Facsheet »

Durée : 4 semaines

Niveau d’effort : 5 heures/semaine maximum


  • Tutoriels vidéo et quiz pour apprendre à remplir la IMF Factsheet.
  • Assignment: fill in your institution’s MFI Factsheet with the assistance of a Microfact Certified Trainer. Participants who are not employees of an MFI, will be given a similar case study assignment.

Partie 2 : Faites parler vos chiffres !

Durée : 4 semaines

Niveau d’effort : 5 heures/semaine maximum


  • Interactive lessons to learn the main key performance indicators of the 5-family ratio’s: Portfolio quality, Efficiency and productivity, Profitability and sustainability, Financial management and Social performance.
  • Des exercices pratiques pour consolider et tester les connaissances acquises.
  • Evaluation: Étude de cas.
  • Test d’évaluation final.

A la fin de la PARTIE 2, les participants recevront un certificat de participation sur lequel sera inscrit le score obtenu.


A Certified Microfact Trainer will be available all along the course to reply to all the participants’ questions. 

Subscriptions and fees

Frais d’abonnement : EUR 180

Chaque participant peut commander le cours via le Webshop de Microfact..

Méthodes de paiement : Paypal ou virement bancaire.

Une fois le paiement reçu, Microfact inscrit les participants à la plateforme d’apprentissage en ligne et leur envoie un courriel de confirmation.

Les paiements effectués par virement bancaire nécessitent quelques jours pour être validés. Veillez à vous inscrire au moins une semaine avant la date de clôture.

Acheter la formation pour un tiers

If you purchase the training for someone else, please indicate the participant’s name, family name and email address in the additional information box that appears before completing the payment.

Offre spéciale pour les groupes

Pour les organisations souhaitant inscrire 4 personnes ou plus, veuillez contacter les coordinateurs Microfact pour une offre personnalisée. 

More information

Contact: Microfact Coordinators at 

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