Online Course – Introduction to Digital Financial Services (DFS 101)


In spite of the promise of digital financial services (DFS), uptake and usage remains a huge challenge.  This introductory course helps participants understand the interplay between different aspects of digital finance ecosystems and the critical success factors that determine outcomes.  It covers the core of principles of agent network management, human centered product design and marketing and risk management.  The course provides practical insights that will enable participants build effective strategies, enhance operations and extend digital financial services to their clients, successfully.

Course at a glance:
Course at a glance: 

This is a 6-week online workshop, facilitated by our DFS experts. You will learn together with fellow industry professionals. The learning tasks are a combination of individual, team tasks and whole group tasks.

The work can be done in participants’ own time and space, but it is not ‘self-paced’. Because the workshop involves collaborative work, people need to tackle the same topics in the same weeks as other participants, and contribute to the teamwork by a shared deadline.

Week 1 - 12th Feb – 16th Feb 2018 - Introduction to Digital Financial Services

Week 2 - 19th Feb – 23rd Feb 2018 - Core Principles of Agent Network Management

Week 3 - 26th Feb – 2nd Mar 2018 - Human Centered Product Design

Week 4 - 5th Mar – 9th Mar 2018 - Rethinking Marketing for DFS Uptake and Usage

Week 5 - 12th Mar – 16th Mar 2018 - Risk and Fraud Management in DFS

Week 6 - 19th Mar – 23rd Mar 2018 - Reflections & Action Planning


Who Should Attend?
Who should Attend: 

This course is intended for professionals seeking to understand the core elements of successful digital financial services.  This includes existing and aspiring financial service practitioners, regulators/policy makers, donors/investors and other stakeholders.  It is a foundational course to other thematic courses at The Helix Institute.

Upcoming Courses

  • Feb 12 to Mar 23
    Course Contact: Evelyne Matibe
    Course Faculty
    • William Nanjero

      Faculty Image: 
      Faculty Title: 
      Principal Consultant - Digital Finance at MicroSave
      External Contributor: