Financial Essentials for Charities Course

The Finance Essentials for Charities Course has been specially designed to support finance professionals and charity leaders with this increasing remit, and help drive sustainable finance strategies and decision-making.

Financial Essentials for Charities Course

The Finance Essentials for Charities Course has been specially designed to support finance professionals and charity leaders with this increasing remit, and help drive sustainable finance strategies and decision-making.
Cooperation
Education form
Online
Duration
12 months
Certificate
Yes

The finance function in charities has changed over recent years with growing responsibilities and accountability.  The Finance Essentials for Charities Course has been specially designed to support finance professionals and charity leaders with this increasing remit, and help drive sustainable finance strategies and decision-making.

The fully online course will provide an essential policy, legal and regulatory update – offering insight into the Government and the Charity Commission’s latest requirements and guidance to ensure you are fully compliant.

It will also explore how the finance function has developed – looking at its role in strategic decision-making, business planning and fulfilling your organisation’s mission statement – as well as how to improve efficiency and ensure your report stands out from the crowd.

Further modules will provide expert guidance on best practice for risk management – including identifying, preventing and managing risk – and embedding effective internal financial controls, as well as examine latest thinking on how to actively prevent fraud and protect resources.

Certificate
Video Lessons
Access 24/7
Learning objectives
Get up to date with the legislative and regulatory framework surrounding charity finance and ensure you are fully compliant
Improve efficiency and effectiveness across the finance function
Drive sustainable and successful decision-making and business planning
Explore best practice to ensure your risk management systems and processes are robust and effective
Gain valuable advice on mitigating unknown risks and handling disruption
Examine the growing issue of fraud and what practical steps you can take to tackle it in your organisation

The Modules

Module 1:
+
The growing finance function – strategy, planning and efficiency
How has the finance function changed?
Strategy and effective decision making
Business planning and sustainability
Top tips for improving efficiency
Making your reports stand out
Module 2:
+
Charity Finance - policy, regulation and compliance
Current charity finance public policy
Your legal requirements and regulatory responsibilities
Latest Charity Commission guidance
An up-to-date tax and VAT guide
Module 3:
+
Financial controls and risk management
Best practice risk management systems and processes
Embedding robust internal financial controls
Mitigating unknown risks
Responding to and handling disruption
Active measures to tackle fraud and better protect your resources

Course content

Learning modules

Online learning modules
Online learning modules
Video

Training videos
Training videos
Tests

Self-assessment tests
Self-assessment tests
Certificate

Certificate of Completion
Certificate of Completion

Trainer

David Head MBA
Founder and Consultant, CITOC
David founded charity consultancy CITOC in August 2019 after 16 years working in the charity sector including holding two Chief Executive posts. He also brings experience of the commercial sector, having been employed by a well known bank for several years before transferring to the charity world. An experienced third-sector ex-Chief Executive and senior manager (turned consultant) with a successful track record managing change and growth in three charities. Skilled in all aspects of charity management, business and budget planning, event management, HR, communications and fundraising. David is educated to Masters level; he completed his MBA with The Open University, with emphasis on marketing, communications, finance and HR management. David has often been described as “a man that gets things done” in both work and in his community, something he regards as very high praise indeed and that reflects his personal ambitions. He is 56 and lives in Kilsby in Northamptonshire. David has also always been (and continues to be) engaged with local charities and community initiatives, at various times as a trustee, activist, event organiser and host, school governor, hospital volunteer, and working in partnership with local Lions, Round Table, and Rotary Clubs.

Financial Essentials for Charities Online Course

Financial Essentials for Charities Course
Equipping you with essential knowledge to build on your role
Flexible learning
Access to tools to help you make your job easier

Contact us

tel. 020 8243 8704
>> TO CATEGORIES <<