School Finance for Finance Officers & Assistants

 

Finance staff in schools have important responsibilities & deadlines that need to meet specific financial regulations. Staff who have worked in finance but not in a school, who have never worked in finance, will need to understand these rules and procedures, but also understand how the finance function as a whole works in schools.

 

The aim of this course, is to help finance staff understand the financial regulations and how to ensure compliance, understand the key financial processes, read financial reports easily and ensure all audit requirements are in place.

 

This course is designed for all school finance staff, whether experienced and looking for a recap, new to finance or new to schools. It is also suitable for school governors.

 

The sessions are delivered live over the internet –4 x 1 hour sessions over successive weeks. Each session has accompanying notes and an assignment to complete.  Attendees can ask questions and interact with the trainer.   We also offer the course as a pre-recorded online training option, where users can login at ANY TIME to follow the course. Notes, assignments and videos are provided on the online platform.  A printed certificate will be issued on successful completion of all assignments.

 

COURSE CONTENT

Session 1

  • Introduction to accounting
  • How schools are funded & how schools spend
  • The accounting process in schools
  • Double entry bookkeeping

Session 2

  • Financial regulations & procedures
    • Appropriate use of funds, Value for Money, Separation of duties, Authorisation
  • Record keeping
  • External Audit & consequences of problems.

Session 3

  • Financial Terminology and concepts
    • Management accounting - Understanding & Reviewing budgets
    • Financial accounting - Understanding & Reviewing Financial Reports

Session 4

  • Period End procedures including VAT & Gift Aid
  • Financial Housekeeping
  • Internal Audit

 

The whole 4 session course costs £99 per school and multiple staff can use the course for this price.   

 

The LIVE training course starts 19th September (continues 26 Sep, 3 & 10th Oct)    To book on the LIVE sessions, please click here.

OR, To purchase the School Finance course to do at your own time, with downloadable notes, video presentations and assignments, please complete the form below.

PRIVATE FUND NEWSLETTERS

Newsletters for users:

3/6/19   22/5/19    29/4/19

8/3/19  13/2/19    5/2/19  23/1/19     

10/12/18   26/11/18  15/10/18

1/10/18   17/9/18     4/9/18

5/6/18

 

ADDRESS

Istek UK Ltd

3 St Ursula's Close

Salisbury

Wiltshire SP1 3FY

Tel - 01722 413255

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THINKING OF PFM? LATEST EMAILS TO INTERESTED SCHOOLS

Jun 19 - Book a FOC online demo

Jun 19 - Preparing for a September start

 

Nov 18 - Ready for a January Start

 

Oct 18 - Why manage school fund separately?

 

Sep 18 - Managing School Funs, Trips & Clubs

 

Aug 18 - Online video of PFM & information pack