Agenda

                                Youth-Inclusive Financial Services:
                              Implementing Goo...
Day 1
Morning
                  Welcome and Introductions


                  Course Overview and Objectives

            ...
Day 3
Morning

                  Financial Products & Services: Credit
                  Familiarity with key credit terms...
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Youth Financial Services Course Agenda 8 7 09

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Youth Financial Services Course Agenda 8 7 09

  1. 1. Agenda Youth-Inclusive Financial Services: Implementing Good Practices in the Field Course Goals: The main purpose of the “Youth-Inclusive Financial Services: Implementing Good Practices in the Field” is to provide microfinance practitioners and youth enterprise and livelihoods practitioners an overview of today’s relevance of financial services to youth in the developing world and how to design and implement interventions to expand youth-inclusive financial services. This course offers a practical step-by-step framework for exploring youth-inclusive financial services. Through hands-on activities and case study discussions, you will learn about emerging good practices in this field and walk away with tangible tools, youth-inclusive financial services packages, and action plans that are tailored to the specific needs and interests of your organizations and the young people you intend to serve. This course is appropriate for those who are committed to or are already offering services to youth entrepreneur or future entrepreneurs. It is not for students with only a passing interest in the topic. Course Outcomes: By the end of the four-day workshop, participants will have:  Discussed the relevance and necessity of financial services to youth from a financial institution and a youth-serving organization perspective.  Reviewed different market research approaches and practiced use of a youth-friendly market research tool to understand current demand for financial services by youth market segments.  Discussed the importance of the “holistic” package of services such as mentoring, financial literacy and other services that youth require alongside financial services.  Reviewed diverse financial products (including savings) currently offered to youth by financial institutions worldwide.  Explored the role and value of, and key considerations for partnerships.  Developed a list of critical success factors that should be in place to maximize youth inclusive financial services.  Discuss the role and depth of monitoring and evaluation.  Developed an organizational action plan. 1 Making Cents International  1155 30th St. NW, Suite 300  Washington, D.C. 20007 Tel.: 202-783-4090  Fax: 202 -783-4091
  2. 2. Day 1 Morning Welcome and Introductions Course Overview and Objectives Youth-Inclusive Financial Services? Why Now? Connect relevance of financial services to your work and identify your opportunities and challenges to offering youth-inclusive financial services. Framework of course Visulaize how the course is structured by understanding the framework, which can be compared to a road map that shows the entire route and the places worthy of a visit. Afternoon Emerging Guidelines Familiarity with key principles to avoid pitfalls in the design and implementation of youth-inclusive financial services. You will be invited to watch a filmed presentation by Claudia Pompa from Fundación Paraguaya, a youth finance expert from the field. (Case study) Market Research: The Tools Familiarity with different tools and methodologies used to conduct market research to understand current demand for financial services by diverse youth market segments. Special focus will be given to how to conduct “youth friendly” market research. (Role play and group work) Day 2 Morning Market Research: Conduct Market Research Hands-on experience conducting market research with youth from Friendship Charter School. Participants will work in groups to analyze field work results. (Focus group discussion and group work) Afternoon Is Finance Enough? Role of the “Holistic Approach” Familiarity with different aspects of the holistic approach including life skills training, mentoring, safe spaces and financial literacy using a case study from Bangladesh. You will be invited to watch a DVD of a presentation by Farzana Kashfi from BRAC, a youth finance expert from the field. (Case study) Financial Products & Services: Youth Savings Familiarity with key savings terms and concepts. This session will explore different examples of savings products provided by both formal and informal financial services providers. This session will also focus on key product adjustments needed to serve youth and some of the organizational challenges. You will see a presentation narrated by Karen Austrian from Population Council, Kenya. (Short lecture, case studies) 2 Making Cents International  1155 30th St. NW, Suite 300  Washington, D.C. 20007 Tel.: 202-783-4090  Fax: 202 -783-4091
  3. 3. Day 3 Morning Financial Products & Services: Credit Familiarity with key credit terms and concepts. This session will use four case studies to explore different examples of credit products offered by formal financial institutions. This session will discuss how financial institutions are addressing the balance between outreach to youth and financial sustainability. You will see a presentation narrated by John Schiller from Plan International, USA. (Short lecture, case studies) Achieving Objectives through Partnerships Identification of key steps to form partnerships and alliances between financial services providers and youth serving organizations. (Role play, case study) Afternoon Critical Success Factors Examine the role and creation of social networks, involvement of community and family as well as how to avoid harmful effects that youth inclusive financial services may have. (Role play, plenary discussion) Monitoring & Evaluation Look at preliminary work done in M&E at both the level of financial institutions and the level of the client (young person). (Short lecture and group work) Action Plan Development Participants will develop action plan on how their organization will take action in youth financial services. Peers and trainers will participate in peer assist to discuss action plans and/or other program-specific challenges they face. (Individual work and game show) Final Evaluation and Closing 3 Making Cents International  1155 30th St. NW, Suite 300  Washington, D.C. 20007 Tel.: 202-783-4090  Fax: 202 -783-4091

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