Professional Finance Education & Certification for Modern Microfinance Management finax.co.tz Customer Portal FinaX POS openic.co.tz
FinaX Academy
All courses Role-Based Training

Role-Based Training: Loan Officers, Administrators & Managers

Practical guidance for the three key roles in a lending institution: the loan officer's daily workflow, the system administrator's controls, and the manager's portfolio oversight, plus the ethics expected of everyone.

4 modules 4 module quizzes Certificate on passing Self-paced, online
Course outline

What you will study

  1. 01
    The Loan Officer's Daily Workflow Lesson and quiz
  2. 02
    System Administrators: Users, Roles and Controls Lesson and quiz
  3. 03
    Managers: Monitoring the Portfolio and Leading the Team Lesson and quiz
  4. 04
    Professional Ethics and Customer Care Lesson and quiz
  5. Final examination and certificateScore above 60% to earn your FinaX Academy certificate

Who it is for

Loan officers, credit and operations staff, administrators and managers of MFIs, SACCOS, digital lenders and banks, and anyone building a career in microfinance.

How you learn

  • Short, practical lessons with Tanzanian examples
  • A quiz at the end of every module
  • Progress saved automatically
  • Help on WhatsApp when you need it
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