PFM Training Vault


The Private Funds Manager training vault, is a members-only site, with ALL the available training courses for PFM in pre-recorded format.


It allows schools to watch any or all of the training sessions, as often as wished, with the option to pause and try out functions as you go along. Each session has a video presentation and accompanying notes to download.


All existing sessions are available, and we are added more sessions all the time.

The courses available currently are:

New User Session (55mins)                         

How to do a bank reconciliation (5 mins)

Printing cheques (13 mins)                          

Processing BACS (13 mins)

VAT - processing & reporting                      

Managing Pupil Premium (25 mins)

Tips & Tricks (50 mins)                                  

Month End procedures (20min)

Financial Year End (35min)                          

Academic Year End - pupil movements (12 mins)

HealthCheck & Housekeeping (30mins) 

Checking the SIMS link is updating students (10mins)

Setting up Clubs and chargeable sessions (10 mins)

Managing Gift Aid in PFM (40mins)         

Invoicing (10 mins)

Inbuilt Online Payments system (20min)

Linking with ParentPay (5 mins)                

Reconciling ParentPay payments (10 mins)

Linking with Sims Agora (13 mins)            

Writing emails and letters from PFM (7 mins)

Which report do I need? an overview of the reports (20 mins)

Writing your own reports (25 mins)

Access can be purchased for £99.  This covers ALL the courses which are usually charged at £49 per session, so is VERY cost effective.


(If you are interested in our Finance courses and/or our Microsoft courses then bear in mind that you can purchase ALL of those AND ALL of the PFM courses for £299 for 12 months)


To gain access to the training vault, please complete the form below

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