Recursos - SPI Online

Guía en línea

Guía GDSA en línea

La Guía para la Gestión del Desempeño Social y Ambiental

Guía GDSA completa

Descargar la Guía GDSA

La Guía GDSA está disponible en varios idiomas y versiones específicas

Guías GDSA para descargar

Recursos

541 resultados

Guide/Manual

SEPM Guides - All Versions

This page hosts all versions of the SEPM Guide to assessing and implementing the Universal Standards for Social and Environmental Performance Management. Spanish and French.

Tools & Templates

CGAP Customer Experience Workbook

A companion workbook for the the CGAP Customer Experience Toolkit which equips organizations to create empowering customer experiences. The hands-on approach helps practitioners identify and implement a customer experience project within their organization – large or small – and advocate for it with leadership. This toolkit is the only such resource that specifically targets the financial services community with a focus on unbanked and underbanked customers.

Descargar (842.4 KiB)

Tools & Templates

CGAP Customer Experience Toolkit

The CGAP Customer Experience Toolkit equips organizations to create empowering customer experiences. The hands-on approach helps practitioners identify and implement a customer experience project within their organization – large or small – and advocate for it with leadership. This toolkit is the only such resource that specifically targets the financial services community with a focus on unbanked and underbanked customers.

Descargar (2.4 MiB)

Case studies & Field examples

MCPI Case Study - OnePuhunan

The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to OnePuhunan in the Philippines to assess their environmental performance and develop an environmental action plan and data management strategy to strengthen their environmental management.

Descargar (4.2 MiB)

Case studies & Field examples

MCPI Case Study - K-Coop

The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to K-Coop in the Philippines to assess their environmental performance, and especially their environmental risks and vulnerabilities.

Descargar (3.7 MiB)

Case studies & Field examples

MCPI Case Study - ASHI

The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to ASHI in the Philippines to assess their environmental performance and develop an environmental action plan.

Descargar (4.3 MiB)

Guidelines

Collection of Resources to Implement the Digital Financial Services Standards

This page gathers all the resources in English, Spanish and French, codeveloped by Cerise+SPTF and its partners to implement the Management Standards for the Responsible Provision of Digital Financial Services (DFS).

Publications

Grameen Foundation Playbook:

The Role of Financial Institutions in Responding to Domestic Financial Abuse.

Author: Bobbi Gray - Publication Date: 04/22/2025

Read The Playbook Brief Here

Descargar (1.7 MiB)

Publications

2025 Regulatory Map by Deloitte Luxembourg

Deloitte Luxembourg released every year its Deloitte Regulatory Poster, which provides a visual overview of the main European regulatory developments expected over the next three years. This document is always nicely done and has the advantage of having everything in one place with the timeline.

See the 2025 Regulatory Map

Tools & Templates

Client Protection Pathway Communication Materials

Public communication materials for all stakeholders to promote the Client Protection Standards and Pathway.