Training Course on Financial Sector Performance Evaluation and Impact Assessment

Course Overview
Assessing the performance and developmental impact of the financial sector is crucial for policymakers, regulators, development partners, and institutional leaders aiming to foster inclusive and sustainable growth. Understanding how financial institutions contribute to economic development, financial inclusion, enterprise growth, and poverty reduction requires systematic evaluation and evidence-based impact assessments.
This course provides an integrated approach to evaluating financial sector performance—covering banks, SACCOs, MFIs, fintech, and capital markets—through both financial and developmental lenses. Participants will explore key performance indicators (KPIs), scorecards, impact measurement frameworks, and modern tools for evaluating efficiency, outreach, sustainability, and systemic contributions. The course introduces practical techniques for designing performance assessments, analyzing institutional and sector-wide data, and reporting findings to support decision-making, policy formulation, and donor reporting.
Special attention is given to impact assessment methodologies, including theory of change, contribution vs. attribution analysis, and outcomes tracking, with a focus on financial inclusion, gender equality, rural outreach, and SME development.
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Course Objectives
By the end of the course, participants will be able to:
•Define key performance and impact indicators for the financial sector
•Evaluate institutional performance using financial and non-financial metrics
•Design and apply performance scorecards and benchmarking tools
•Conduct outcome-based impact assessments aligned with strategic objectives
•Use evaluation findings to inform regulation, policy, funding, and strategy
•Communicate performance and impact to stakeholders through clear reporting
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Target Audience
This course is ideal for:
•Policymakers and central bank officials
•M&E specialists in financial sector programs
•Donors, development partners, and impact investors
•Senior managers in banks, SACCOs, and MFIs
•Strategic planners and regulatory economists
•Researchers, consultants, and financial inclusion experts
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Training Methodology
•Expert-led sessions with practical illustrations
•Case studies from developing and developed financial systems
•Performance scorecard development exercises
•Impact analysis frameworks and evaluation tools
•Group discussions and scenario-based policy assessments
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Expected Outcomes
Participants will:
•Understand frameworks for financial sector performance evaluation
•Apply metrics for sustainability, efficiency, outreach, and governance
•Conduct impact assessments using relevant methodologies and data sources
•Strengthen results reporting and learning loops for sector development
•Generate evidence to support reforms, strategic shifts, or funding allocations