Essential Skills in Financial Management: 2. Setting and Monitoring a Budget

The Essential Skills in Financial Mangement 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.

COURSE 2. SETTING AND MONITORING A BUDGET

By the end of this course you will:

  • Know how to prepare a simple budget
  • Understand the importance of planning and costing
  • Understand the need for budget monitoring
  • Understand the difference between restricted and unrestricted funds
  • Know how a variance report is laid out

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

Strong> Who is this course suitable for?

This 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.

Prerequisites for attending this course

You will need numeracy and literacy skills

Course Fees

Full Members£10
Associate Members£18
Other Voluntary Organisations based in Lewisham, Bexley, Greenwich or Southwark*£20
Voluntary Organisations outside of Lewisham, Bexley, Greenwich or Southwark*£40
Statutory/Private Sector/Individuals£60

* Special fees apply to this course as it is delivered by the Asset Project at VAL. Asset operates in the four boroughs of Lewisham, Bexley, Greenwich and Southwark. More information about the work of the Asset Project is available on the Asset pages of the website.

 

Based in Lewisham?

Becoming a full member will save you 50% of the cost of this course. Alternatively you can save 10% by becoming an Associate member. Associate membership is free and takes less than 2 minutes.