Course Content

This is an Intermediate level course.

Jen Richardson is the Head of Charities at Ward Goodman accountants and has advised dozens of charities on their financial processes. Here she gives us the benefit of her expertise and discusses:

  • The benefits of having a finance committee
  • Using an experienced Auditor or Independent Examiner
  • Reserves policies
  • Strategic and operational planning
  • Having good internal controls (Charity Commission's guidance CC08)
  • Bank mandates
  • Accounting records


This course is suitable for Trustees or staff of charities, groups and social businesses. If you are very new to financial matters, you may want to look at the resources below first.

This video is 23 minutes long.

Learning journey

These courses follow on from the topics raised here:

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.