Fundamentals in Digital Transformation of Financial Inclusion

Our people are committed and passionate about improving lives in Latin America and the Caribbean, and they get to do what they love in a diverse, collaborative and stimulating work environment. At the IDB, we’re committed to improving lives. Since 1959, we’ve been a leading source of long-term financing for economic, social, and institutional development in Latin America and the Caribbean. We do more than lending though. We partner with our 48-member countries to provide Latin America and the Caribbean with cutting-edge research about relevant development issues, policy advice to inform their decisions, and technical assistance to improve on the planning and execution of projects. For this, we need people who not only have the right skills but also are passionate about improving lives.

Learning goals

• Recognize the current context and status of financial inclusion in Latin America and the Caribbean
• Identify the challenges and opportunities presented by the financial inclusion ecosystem in Latin America and the Caribbean
• Recognize the main trends and solutions driven by Digital Transformation that impact the inclusive finance ecosystem
• Identify the key stages of a roadmap to achieve Digital Transformation in financial entities
• Identify the digital maturity level of your entity through a digital maturity self-diagnostic tool developed by IDB Invest

Sectors (BIDAcademy)

Financial Markets

Learning experience and activities

Self-paced virtual learning that includes:

• Multimedia resources and readings that introduce key concepts to facilitate learning
• Self-assessments that allow for the interpretation, sharing, and practice of theoretical learnings
• Collaborative activities to deepen and transfer learnings
• Summative quizzes

Content / Topics

• Financial inclusion: supply and demand challenges and opportunities
• Trends and solutions impacting the inclusive financial ecosystem
• The roadmap for entities in the inclusive finance ecosystem

Assessment description

To earn this digital badge, the recipient must have successfully completed all learning activities and summative assessments to meet or exceed the minimum passing score for the course.

Estimated effort

Completing this course requires approximately 8 hours of effort.

Badge type

Completion badge