The Essential Skills in Financial Management courses are designed for beginners with little or no knowledge of bookkeeping and accounts as well as those who feel they need a refresher course. The five half day sessions make up a complete introductory course but you can book individual course sessions if places are available and you have the relevant skills.  If in doubt, please contact us for advice before you book.  Priority will be given to those attending all 5 courses.

The course is paper based and will demonstrate manual bookkeeping.  However we will discuss how these records can be kept on Excel spreadsheets and we can provide you with templates in Excel that you can tailor to your group's needs.

Follow up support will be available to help you implement what you have learned.

1: FINANCIAL PROCEDURES AND POLICIES

By the end of this course you will:

• understand the main financial responsibilities of the management committee
• know some basic systems for organising and recording financial activities
• understand why financial controls are necessary and how a policy can help
• have thought about financial policies and procedures needed for your own organisation

For more information or to book a place please contact Christine Wykes Driver on 020 8314 6576.

The course is suitable for beginners with little or no knowledge of bookkeeping and accounts as well as those who feel they need a refresher course. This might include treasurers and other committee members, administration staff or finance workers, managers and volunteers.

This course is part of a series of five half day sessions. Priority will be given to people attending all five sessions. You will need numeracy and literacy skills.