Ensuring your financial systems are effective
This taster-level course goes through the Charity Commission's guide: Internal financial controls for charities (CC08) and shows you how to use it to ensure you have al the correct procedures in place.
Course Content
This is an introductory level course.
Having good systems for managing your transactions is really important. Not only does it protect the organisation from fraud or misappropriation but it makes the process of reporting on the current financial position a lot easier.
This course looks at the Charity Commission's guidance on your internal financial controls and the detailed checklist. Specifically:
Why having good financial controls is really important
Introduction to Internal financial controls for charities
- Financial controls for income
- Financial controls for purchases, payments and loans
- Financial controls for assets and investments
The CC08 checklist and how to use it to review (or create) your systems
Finance manuals and policies
This course is suitable for everyone. You do not need to know anything about financial management already, this course will break things down.
Learning journey
These courses expand on some of the issues raised here:
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How to draw up a basic budget
CourseThis course will take you step by step through the process of drawing up a budget and using it to monitor progress.
£17
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Financial reporting to Trustee Boards
CourseThis short video will cover what financial reports need to go to a Trustee Board meeting.
Free
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Financial Management
CourseJen Richardson, former Head of Charities at Ward Goodman gives us the benefit of her expertise on the subject the basics of financial management.
Free
Cost
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Purchase now
£17.00
Regular price
Subscription options
Manage your organisation's training costs with affordable subscriptions for small, medium and large organisations. Alternatively take out subscription for one person. Both cover more than 80 courses.
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Organisational subscription
CourseKeeping your people informed is vital. Here's a way to get access to all of the Academy courses - plus 20% off Masterclasses and events. Choose the right level for you with options for large, medium and small organisations.
£100
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Individual subscription
BundlePay monthly, six-monthly or annually for unlimited access to all of our main training resources - worth more than £800. Includes new materials as they are launched.
£9 / month
Charging policy
DCA is committed to producing as much affordable training as we can. While some of the courses are charged-for, we offer subscription options to ensure that they are affordable (as above). Our courses still remain some of the best value in the industry.
We will offer money-off vouchers and special offers every month, so do look out for Academy news and promotions in our e-newsletters and at networking events. Sponsored courses will be free of charge.
You will receive a receipt upon purchasing this course, so don't forget to claim the course fee back from your organisation if you are able to do so.
We are a registered charity and our number is 1060910. You can donate towards our work here. Your support is appreciated.