Training and Capacity Building

Value Chain Finance

  • Understanding the value chain concept.
  • Identifying value chain actors and their financial needs.
  • Value chain mapping and business models.
  • Value chain entry points.
  • Mechanisms and products for financing value chain actors.
  • The ecosystem versus value chain approach.
  • Risk management in value chain financing.

Ecosystem Banking

  • Principles of individual financing.
  • Investment plan analysis.
  • Tools for assessing agricultural primary production loans-production yield and income analysis.
  • Financial ratio analysis.
  • Manual cashflow analysis.
  • Preparation of credit proposals and preparing for credit committees.
  • Sales excellence and client negotiation- understanding selling and cross-selling.

Credit Skills

  • Structured approach to assess the creditworthiness of an SME.
  • Evaluating the commercial viability of the SME Business model and management’s ability to deliver to plan.
  • Assessing the performance of an SME company based on qualitative and quantitative frameworks and tools.
  • The use of cash flow approach to determine a company’s ability to service/refinance its debt.
  • Building a robust monitoring, KPI and covenant packages to meet the commercial needs of the company and provide protection to the lender.

Supply Chain Management and Development

We guide and support our clients on: 

  • Raw material sourcing: specifically, growing and harvest cycles of the primary crops.
  • Small-scale farmer management techniques and farmer contracting.
  • Advising on best practices regarding inputs (seeds, fertilizers, pesticides, etc.)
  • Supply chain management.
  • Warehouse management.
  • Last-mile distribution.

SME Finance Advisory

  • Access to an extensive database of financing options available from
    various financial service providers.
  • One-on-one advisory sessions with MSEs to understand their financing
    requirements and constraints.
  • Match them with appropriate providers.
  • Leverage established relationship with some of the providers to navigate the application processes and access to finance.

Institutional Assessment

Independent assessment of the capacity of financial service providers to engage in priority areas identified by the funder or institution, including:

  • Identification of challenges and barriers.
  • Identify opportunities for introduction and/or scale up of financial solutions.
  • Designing pragmatic capacity and technical support plan/solution.
  • Develop Results measurement framework.
  • Identify key risks.

Environment and Climate Change

  • We conduct assessment of the Institutions existing ESMS to determine compliance with good practice.
  • Assess the institutions field operations to determine its client’s compliance with
    E&S standards.
  • We work with the Institution to develop an action plan to address the gaps identified
    and develop E&S tools for assessing their clients
  • Improve loan origination, appraisal, approval and monitoring processes

Trade Finance

  • Using a value chain approach, we conduct sectoral trade finance studies to identify supply and demand financing opportunities for our clients.

Professional Qualification and Exams Training

We have partnered with International Certifying Institutions to provide certificated courses by the Chartered Institute of Securities and Investments(CISI); International Compliance Association (ICA) regulatory and financial crime compliance courses; and Global Association of Risk Professionals (GARP). We also offer non-certificated courses tailored to the specific needs of an institution.

Chartered Institute of Securities and Investments

  • Fundamentals of Credit Risk Management.
  • International Introduction to Securities (Kenya)/SICP Module 1.
  • Regulations and Market Practice/SICP Module 2.
  • International Certificate of Wealth and Investment Management.
  • Global Financial Compliance/SICP Module 3.
  • Wealth Management/SICP Module 3.

International Compliance Association

  • Certificate in Anti Money Laundering.
  • Certificate in KYC and CDD.
  • Certificate in Regulatory Compliance.
  • Certificate in Financial Crime Prevention.
  • Certificate in Managing Sanctions Risk.
  • Advanced Certificate in AML.
  • Advanced Certificate in Managing Fraud.
  • Advanced Certificate in Regulatory Compliance.

Global Association of Risk Professionals

  • Financial Risk and Regulations.
  • Financial Risk Manager.
  • Foundations of Financial Risk.