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Ford Self-Study Tutorial Files

Para bajar los tutoriales en español, toque aquí!

These tutorials, financed by The Ford Foundation, comprise a total of nearly sixty topics providing more than six hours of instruction.  The tutorials demonstrate the use of nearly every section of the Microfin software, and all the tutorials are available in both English and Spanish.

You'll need Microfin 3.58 or higher in order to be able to run these.  Be sure to download a new version of Microfin and use the Export Sheet to transfer your data into the new version.

NOTE!! These tutorials were developed to teach the new Microfin 4 software.  They will run on Microfin 3.5, but the explanations and screenshots will not fully match the 3.5 version.  You really should upgrade to Microfin 4!

Important!  Please read this!

These files will need to be installed in a DEMOS folder underneath the folder where you originally installed Microfin.  This is usually c:\Microfin so these files would be installed in c:\Microfin\Demos.  The installation procedure will automatically create the Demos folder if it does not exist.  If you do not remember where your original Microfin was installed, then you can install these tutorial files in a demos folder underneath the folder where your copy of Microfin currently resides.

If the tutorial files are not located in the places where Microfin looks, it will not be able to find them and they won't work!

 

Installing the Tutorial Files

There are two alternative:

Best alternative: If you have a good internet connection, do the following:

  1. Download and install the tutorial software MfinDemoSAFlashPlayer.exe
  2. Click on each auto-install link listed in the sections below.  Each file is large, between 10M and 50M.  You can save each file to your hard drive and then run them when you wish to install the tutorial software.

Second alternative: If you have difficulty downloading large files on the internet, do the following:

  1. Download and install the tutorial software MfinDemoSAFlashPlayer.exe
  2. Right-click on each swf and wmv file listed in the sections below that you want to study.  Choose the option Save target as and save the file to a DEMOS folder below the folder where you have Microfin installed.  For example, Microfin generally installs in c:\microfin.  The tutorial folder would then be c:\microfin\demos.  This folder will be automatically created in step 1, when you install the tutorial software.  Each file is between 3M and 5M in size.

IMPORTANT: Software to run the tutorials (auto-install: MfinDemoSAFlashPlayer.exe)

You MUST download and install the above file in order to run any of the demos!

Overview      (download auto-install: MfinDemoOverview.exe)

bulletGetting Started with Microfin: GetStartedMov.wmv
bulletTransitioning from Microfin 3 to Microfin 4: M4Transition.swf
bulletBusiness Planning Framework:  BPFrameMov.wmv
bulletUsing the Microfin Toolbars:  MicrofinToolbar.swf
bulletGetting Help with Microfin:  GettingHelp.swf

Navigator and Model Setup      (download auto-install: MfinDemoModSetup.exe)

bulletUsing the Navigator Sheet:  UsingNavigator.swf
bulletChoosing Consolidated, Branch, or Regional Mode: BranchMode.swf
bulletOverview of Financial Ratio Analysis: RatioAnalMov.wmv

Products    (download auto-install: MfinDemoProducts.exe)

bulletTerm Loan Product Design in Microfin:  TermLoanDesign.swf
bulletStep 1: Input Average Loan Amounts:  LoanAmounts.swf
bulletStep 2: Repayment Conditions:  RepayConditions.swf
bulletStep 3: Compulsory Savings:  CompSavings.swf
bulletStep 4: Term Loan Product Pricing: LoanPricing.swf
bulletStep 5: Credit Insurance:  CreditIns.swf
bulletStep 6: Analyze the Loan Product:  LoanAnalysis.swf
bulletCompulsory and Voluntary Savings Setup:  SavingsDesign.swf

Marketing    (download auto-install: MfinDemoMarketing.exe)

bulletThe Market-led Approach to Planning: MarketLedMov.wmv
bulletTerm Loans, Step 1: Input Initial Balances:  InitLoanBalance.swf
bulletProjecting Number of Term Loans (Part I):  ProjectingLoansI.swf
bulletProjecting Number of Term Loans (Part II):  ProjectingLoansII.swf
bulletRetention Rates:  RetentionRates.swf
bulletVoluntary Savings Projections: ProjectSavings.swf

Institutional Capacity

InstCap 1     (download auto-install: MfinDemoInstCap1.exe)

bulletLoan Loss Provision and Write-Off:  PortfolioQuality.swf
bulletUnderstanding Portfolio at Risk: PortAtRiskMov.wmv
bulletLoan Officer Analysis:  LoanOfficer.swf
bulletSetting up the Staffing Section: StaffingSetup.swf
bulletUsing automated linkages in Staffing: StaffingLinkages.swf
bulletStaffing Costs:  StaffingCosts.swf   MISSING
bulletOther Operational Expense Projections:  OtherOpExpenses.swf
bulletFixed Asset Projections: FixedAssProj.swf

InstCap 2    (download auto-install: MfinDemoInstCap2.exe)

bulletCost Allocation Methods:  CostAllocation.swf
bulletAdjustments to Cash Flow:  CashFlowAdj.swf
bulletLand and Building Analysis: LandAndBldg.swf
bullet

Other Asset Analysis:  OtherAssets.swf

bulletTax Calculations:  TaxCalculations.swf
bulletIn-kind Subsidy Analysis: InkindSubsidies.swf
bulletRole of the Inst Cap Sheet: RoleOfInstCap.swf

Financing Strategy    (download auto-install: MfinDemoFinancing.exe)

bulletThe Financing Sources sheet: FinancingSources.swf
bulletInitial Allocation of Assets: InitialAssets.swf
bulletLiquidity Requirements: Liquidity.swf
bulletMarket Rate Cost of Funds:  MarketRateCost.swf
bulletFinancing Costs on Borrowed Funds:  FinancingCost.swf
bulletThe Financial Flows sheet: FinFlowsIntro.swf
bulletAutomated Default Sources of Financing: DefaultFinSources.swf
bulletProjecting Financing by Source:  ProjectedFinancing.swf
bulletInvestment Strategy: InvestStrategy.swf
bulletIncome on Investments: InvestIncome.swf

Financial Statements and Graphs    (download auto-install: MfinDemoFinGraph.exe)

bulletGetting the Balance Sheet to Balance:  BalanceSheet.swf
bulletUnderstanding the Financial Adjustments:  FinancialAdjustments.swf
bulletIntroduction to the Graphs Sheet:  Graphs.swf
bulletUsing the Graph Trends Buttons:   GraphTrends.swf

Miscellaneous    (download auto-install: MfinDemoMisc.exe)

bulletUsing The Export Sheet: ExportImport.swf
bulletFixing Formulas after the Export/Import process: FixingFormulas.swf (only for Mfin 3.5)
bulletUsing the Cost to Client Sheet:  ClientCost.swf
bulletUnderstanding the User-Defined Sheet: UserSheets.swf
bulletUsing the Caseload Sheet: CaseloadSht.swf
bulletUsing the Scenario Manager Sheet:  ScenarioMgr.swf  (not yet available)
bulletUsing the Variance Analysis Sheet: VarAnalSht.swf

This website is managed by Chuck Waterfield.  If you have any questions or comments about the website, please email waterfield@microfin.com