SF-MAX Enhances MFIs’ Skills in Managing Portfolios
Successful Series of Provincial Training Program on Portfolio Management
All eight (8) regional training schedules on Portfolio Management all over Luzon, Visayas and Mindanao have been completed in the first semester of 2012. Participants acquired adequate learning on how to effectively manage their organization’s portfolio. The SF-MAX Training & Consultancy team were twice as fulfilled, knowing that objectives of the training were effectively achieved.
Portfolio Management involves the planning, leading, organizing and controlling of organization’s investments and products offered to the market. Structured Learning Exercises (SLE) guided participants in understanding the importance of the topics in their daily microfinance operations. Tools were also introduced to better equip the participants’ skills in managing financial and product portfolios.
Morning sessions focused on the discussion on the three areas of portfolio management – liquidity, profitability and quality. Afternoon sessions deliberated financial disciplines for portfolio managers and workshops on financial viability planning.
Active participation of its Partner Financial Institutions (PFIs) showed their willingness to improve their current operations for the benefit of their microfinance clients and members.
SF-MAX is again preparing for the second semester training modules designed to address the training needs of its PFIs. Watch out for it!
Date Area Venue Status
March 27, 2012 Region 6 Iloilo Success!
April 18, 2012 Region 8 Ormoc Success!
April 20, 2012 Region 8 S. Leyte Success!
May 5, 2012 Region 7 Cebu Success!
May 25, 2012 Region 9&10 Koranadal Success!
June 2, 2012 Region 9 Pagadian Success!
June 9, 2012 Region 3 Bulacan Success!
June 15, 2012 Region 10 Surigao Success!