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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services
Financial Inclusion and Agency Banking
Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview
Serving customers without branches means operating through agents whose conduct the bank remains responsible for. This course covers building and controlling an agent network.
What you will be able to do
- Explain agency banking models and their economics
- Recruit and vet agents appropriately
- Train and support agents to serve customers properly
- Manage liquidity and float across an agent network
- Control fraud and conduct risk at agent level
- Monitor agent performance and customer outcomes
Who should attend
- Agency banking and channel managers
- Financial inclusion programme staff
- Risk and compliance officers
- Retail banking operations staff
Course outline
01
Serving customers without branches
02
Agency models, economics and commission structures
03
Agent recruitment, vetting and appointment
04
Training, support and agent capability
05
Liquidity, float management and cash logistics
06
Fraud, conduct risk and customer protection at agent level
07
Monitoring performance, outcomes and network health
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 2 to 4 Nov 2026 | Pretoria | 3 Days | R13,000 |
| 16 to 18 Nov 2026 | Durban | 3 Days | R13,000 |
| 7 to 9 Dec 2026 | Cape Town | 3 Days | R13,000 |
| 11 to 13 Jan 2027 | Johannesburg | 3 Days | R13,000 |
| 15 to 17 Feb 2027 | London | 3 Days | US$1,500 |
| 19 to 21 Apr 2027 | Dubai | 3 Days | US$1,500 |
| 28 to 30 Jun 2027 | Pretoria | 3 Days | R13,000 |
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za