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Organisational Finance for Community Groups Online Training

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Do you want instant access to our Training course?

If the answer is yes, all you need to do is buy the course online. You'll receive an email with a link to set your password and that's it, you're all set to go.

If you're part of a larger team and need multiple licences, contact us as we offer a discount on 10+ courses. Check out this link  to see what else we can do for larger organisations, you won't be disappointed!

We also offer SCORM files so you can host our courses on your LMS, click here for more information.

Course overview

Financial mismanagement can ruin an organisation, result in fines and obliterate trust. Good financial management is essential for ensuring that legal requirements are met in relation to charity and company law. However, it is not the sole responsibility of the treasurer; ALL committee members/trustees are accountable.

Whatever the size of your organisation, sound financial management is essential for development and sustainability. Rather than the finance being seen as a separate function that involves just doing the book-keeping, it should be integrated within, and add value to your organisations fundraising and overall activities.

This organisational finance for voluntary and community groups course is aimed at potential or current committee members or trustees within the voluntary and community sector. The skills and understanding developed will help you to understand why transparent financial management is beneficial to the organisation and wider community.

Course modules

Module 1 - Understand what is meant by financial management  - In this module you will look at key documents, a finance policy, cheque signatories, governing documents, budgets, annual accounts, annual returns and financial records.

Module 2 - Understand budgets and their purpose - In this module you will look budgets, expenditure, income, full cost recovery, what can go wrong and budget benefits.

Module 3 - Generating income - In this module you will look at types of income, gift aid, trading and reporting on income.

Module 4 - Where to find funding and support - In this module you will look at funding opportunities, databases and support agencies.

Module 5 - Internal financial controls - In this module you will look at types of financial controls, finance policy and internal controls recap.

Module 6 - Key features of book-keeping - In this module you will look at book-keeping, accounts, cash book and bank reconciliation, petty cash and reporting requirements.

Module 7 - Trustee responsibilities – charity requirements - In this module you will look at charity requirements, becoming a charity, charitable incorporated organisations, types and formats of accounts, SORP and SOFA.

Module 8 - Trustee requirements – registered companies - In this module you will look at  CIC ‘v’ CLG, reporting to Companies House, tax and CIC’s.

Module 9 - Accurate financial planning and recording - In this module you will look at financial management, financial rules, policies and procedures, financial planning, keeping records, annual accounts and a financial health check.

Additional information

This course takes approximately 4.5 hours

This course has a value of 4 CPD points.

Course flyer

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Organisational Finance for Community Groups Online Training

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Accredited by CPD
All of our courses are accredited by the CPD Certification Service as conforming to universally accepted Continuing Professional Development (CPD) guidelines.

Is this course right for me?

  • You want content delivered 100% online.
  • You want a course that you can complete at your own pace, start when you like.
  • Access for 1 year.
  • Audio option (read aloud).
  • You want a CPD certified course.
  • You instant access to your CPD certificate.

  • Purchase your course online
  • Set your password
  • Course access
  • Course complete
  • Help is here

Once you've decided on a course/s add them to your basket. Checkout is simple, you can pay with debit card, credit card or PayPal. 

Remember, always contact us if you require 10+ courses as we offer discounts and much more!

Once you've paid look out for a welcome email from us with a link to set your password on your learning account. Please check your junk mail if it is not in your inbox within 15 minutes.

Once you click on the link to set your password the link will expire. There is a second link in your welcome email for all future logins. Once you're logged in you can start your course. If you don't complete it all on your first login the course will move into the In progress tab. You've now got 12 months access.

Once you've completed your course you can download your PDF certificate. If you lose your certificate you can log back in and download it again from your achievements file.

If you need any help you can call us. No AI here, just real people willing to talk you. We love helping customers so call us on 01782 757001 or email us at

Formal accreditation - this does incur an additional cost

Many of our courses have the option for formal accreditation through AIM Qualifications and Assessment Group.

Please contact us to check if the course you want has this option.

You can then purchase the formal accreditation here (this is in addition to the course cost).

What does this mean?

Whilst all of our courses are CPD certified as standard, formal accreditation is done through a National Awarding Body.

What level are the courses?

The majority of our courses are all at a level 2.

How many credits do courses quality for?

Courses have a single credit value.

Do I need to do any extra work?

You will be required to compete a learner file. This is an enabled PDF so you can type your answers in. You will upload this in your learning area along with your learner registration form. 

We will then mark your learner file and provide feedback.

Once this is complete we will put a request in to AIM Qualifications and Assessment Group for your formal certificate.

How do I get my formal certificate?

This will be posted out to you by recorded delivery once we receive it from the awarding body. However, you can download your CPD certificate immediately upon completion.

Technical information

Our e-learning courses have been designed to work on the following browsers and mobile apps:

  • Windows: Microsoft Edge, Google Chrome and Firefox.
  • Mac: Safari, Google Chrome and Firefox.

Please ensure that JavaScript is enabled in your browser, and that font downloads is enabled to see the correct fonts and characters in the course. We strongly recommend using the latest browser version for the best experience as older browsers may experience issues.

The platform is compatible with most mobile phones. However, we do not recommend using mobile phones to complete courses due to the amount of information included in the courses.

Got a question? Get in touch today

Simply Call us on 01782 757001 or fill in the form below and one of our team will get back to you to discuss your needs.