TRAINING

Although most of Microfin's features can be learned through reading the manual and watching the instructional videos, hundreds of individuals have enjoyed and benefited from individual and group training.  Those visitors who have left their name and e-mail on the Resources Page will be notified about future training. 

Confirmed in-person courses.  Most courses contain a 3-day Standard or a 5-day Standard & Advanced Option:

2026 Courses Announced!

Confirmed Zoom courses:

I offer an exclusive monthly virtual Microfin course to one organization where I customize a learning case study, pre-populated with your loan products, ready for your strategic growth projections. Those dates are:

I also teach courses marketed and promoted by The Microfinance Association in Strategic Leadership and Financial Statement Analysis:

Please contact me if you have a need for distance training other than those courses listed above.  I'm happy to schedule training at the time you specify using the internet.

Registration Forms:

If you would enjoy a personalized training experience on-line or if you would like an onsite training experience, please express your interest by e-mail (This email address is being protected from spambots. You need JavaScript enabled to view it.).  As always, I'm more than happy to deliver group, organizational or individual training at a mutually convenient time and location.

Cost:
The cost of the online training is USD 700 per person.  Onsite training cost ranges from USD 750 to USD 1,500.  Early registration discounts will be given for those who register and pay at least one month before the course starts.  I am able to secure scholarships occasionally, but they are limited to a percentage of course fees.  I have not been able to secure scholarships for travel, hotel, and meals.  Feel free to inquire about the availability of such scholarships.

US Visa Policy:

Starting January 2020, if you need a visa to attend a US based course, a USD 150 non-refundable fee is required in advance of the invitation letter.  In addition you will be required to provide significant documentation in order to facilitate a Letter of Due Consideration (an official letter written by a respected US Congresswoman directly to the embassy or consulate) in support of your visa application.  If your visa is granted, the USD 150 fee will be deducted from the cost of the course.  The process is as follows:

  1. Register for the course and express a need for a visa to enter the US
  2. An invoice will be sent for the USD 150 fee
  3. Pay the invoice through a wire transfer, paypal, or credit card
  4. Make an appointment for your visa interview.  The appointment should be no less than three weeks after the payment has been made, and if possible, no more than two months before the course start date (optimally six weeks before the course start date)
  5. Submit complete documentation for the letter for due consideration.  This needs to be received no less than two weeks before the visa appointment date.

Visas are often granted to the most senior level officers and those who present significant, compelling, and strong evidence that the visit to the United States will result in a return to your home country.

Additional visa guidance, if you would like to apply for your visa yourself:

If you are travelling to one of the trainings in the United States and not a citizen of the United States of America, consult this page to see if your country is part of the visa waiver program and what might be required for entry to the United States.  If your country is not listed, you will need to fill out a DS-160 form online and schedule an interview with a representative of the United States of America in your country.  It may be helpful to review this document for the questions you might be asked on the DS-160. Note that the appropriate visa to apply for is a B-1 visa, which is used for Conferences and Seminars, not an F-1 or J-1 visa for educational purposes.  Since this workshop is not part of an educational institution, a SEVIS ID number does not apply.

 Refund Policy:

  • More than 45 days before the course starts, or if your visa has been denied, all will be refunded except USD 150
  • Between 45 and 31 days before the course starts, 75% of the fee will be refunded
  • Between 30 and 15 days before the course starts, 50% of the fee will be refunded
  • Less than 15 days before the course starts, no refunds are possible
  • Delegate substitutions are always permitted without cost. 

I do my best to refund course fees as quickly as possible, however due to international travel, some requests will be delayed up to three weeks to process.  Thank you for your understanding.