Background

Self Help Africa (SHA) is an international NGO dedicated to the vision of an economically thriving and resilient rural Africa. We have 50 years of experience working with smallholder farmers, farmer associations, cooperatives and agribusinesses across Africa to help farmers grow and sell more food, improve diets, diversify incomes and make their livelihoods more sustainable and resilient to external shocks. SHA also builds awareness of issues affecting smallholders and represent their interests at policy and institutional level.

SHA is a core member of The Gorta Group which is composed of a group of innovative organisations driving sustainable economic and social change across Africa. Comprising Self Help Africa, United Purpose, Partner Africa and TruTrade, the Gorta Group combines expertise in market-based solutions to poverty and rural development; climate change mitigation and resilience; trade facilitation and farmer and worker rights; underpinned by an inclusive ethos that specifically targets women and youth. 

The GREEN Project has successfully established 40 savings groups over the past two years, empowering community members to improve their financial literacy and savings capabilities. However, during annual reviews, it was identified that challenges persist in loan management, financial inclusion, and group growth. To address these gaps, a refresher training will be conducted for 30 Trainers of Trainers (ToTs), 3 Community-Based Trainers (CBTs), and project staff. This training aims to enhance their ability to deliver effective financial literacy training to the savings groups, thereby promoting better financial management practices and ensuring sustainable growth within these groups.

Purpose of the Training

The primary purpose of this refresher training is to strengthen the knowledge, skills, and tools of ToTs, CBTs, and project staff in the areas of personal financial management, financial planning, loan management, and investment strategies, to enable them to effectively train and empower the 40 savings groups and improve their financial literacy.

1. Specific objectives of the assignment.
   • Enhance Personal Financial Management Skills:
   • Develop Financial Planning and Budgeting Capacity:
   • Strengthen Loan Management Knowledge
   • Increase Knowledge of Investment Strategies
   • Improve Capacity for Knowledge Transfer to Savings Groups
   • Promote Financial Inclusion within Savings Groups
   • Strengthen Group and Business Financial Management
2. Scope of Work: The trainer will be responsible for facilitating the entire refresher training, which includes but is not limited to the following:
   • Preparation:
     • Develop a comprehensive training package including presentations, activities, and training materials to cover topics on personal financial management, loan management, budgeting, savings, investment strategies, and financial management for groups and businesses.
     • Ensure that the training materials are culturally appropriate and relevant to the needs of the participants.
   • Facilitation:
     • Deliver engaging and interactive sessions, incorporating practical exercises, group discussions, case studies, and role-playing activities.
     • Foster an environment that encourages active participation and ensures all participants understand the key concepts.
   • Training Content: The trainer will cover the following topics: Personal Financial Management, Setting Financial Goals, Savings and Financial Planning, Loan and Risk Management, Investment and Insurance and Working with Financial Institutions
   • Evaluation: The trainer will assess the participants’ understanding and retention of the material through quizzes, discussions, and feedback. He/she will provide constructive feedback to ensure improvement and application of learned concepts.
   • Reporting: Provide a final report to the project management team, summarizing the outcomes of the training, challenges encountered, and recommendations for further training or support.

The Terms of Reference for the assignment can be downloaded here.

Qualified candidates should submit technical and financial proposals by e-mail to [email protected] 

Please type “Consultant / for training on financial literacy for trainer of trainers UGK3 – [your consultant(s)/Consultancy firm name]” in the subject line of the e-mail.

The closing date for receiving the applications is no later than COB Monday 24^th February 2025

Please do not send certificates at this stage. Due to the anticipated high volume of applications, kindly note that only shortlisted applications will be contacted.

Self Help Africa is an equal opportunities employer

Self Help Africa is completely against fraud, bribery and corruption. Self Help Africa does not ask for money for bids. If approached for money or other favors, or if you have any suspicions of attempted fraud, bribery or corruption please report this immediately by email to [email protected]. Please provide as much detail as possible with any reports.