Tax included

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 content

Modules you will cover in this Organisational Finance for Community Groups Online Training:
Module 1 - Understand what is meant by financial management: key documents, a finance policy, cheque signatories, governing documents, budgets, annual accounts, annual returns and financial records.
Module 2 - Understand budgets and their purpose: budgets, expenditure, income, full cost recovery, what can go wrong and budget benefits.
Module 3 - Generating income: types of income, gift aid, trading and reporting on income.
Module 4 - Where to find funding and support: funding opportunities, databases and support agencies
Module 5 - Internal financial controls: types financial controls, finance policy and internal controls recap.
Module 6 - Key features of book-keeping: accounts, cash book and bank reconciliation, petty cash and reporting requirements.
Module 7 - Trustee responsibilities - charity requirements: becoming a charity, charitable incorporated organisations, types and formats of accounts, SORP and SOFA.
Module 8 - Trustee responsibilities - registered companies: CIC 'V' CLG, reporting to companies House, tax and CIC's.
Module 9 - Accurate financial planning and recording: financial management, financial rules, policies and procedures, financial planning, keeping records, annual accounts and a financial health check.

Customer Review

As a new treasurer with no previous experience of the role, I found the 'Treasurer Skills in a Community Group' and Organisational Finance for Community Groups courses immensely helpful. The courses were very easy to follow but gave me a solid understanding of both my financial duties and legal responsibilities. Dr Gina McFarlane - British Association for Biological Anthropology and Osteoarchaeology


Continuing Professional Development (CPD)

All of our courses are certified. This is done by the CPD certification Service. They have been inspected by an independent assessor and meet national standards.

Is this course right for me?

• You want content delivered online.

• You want a course that you can complete at your own pace.

• You want access to course material and additional resources for 1 year.

• You want access for 24 hours a day.

• You want to print your own CPD certificate upon completion.  

Remember, if you need to purchase multiple courses you may be eligible for a discount. Contact us to see how we can help you.


  • Fully online course with assessment at the end of each module

  • CPD certified by the CPD certification Service

  • CPD certificate available to download upon completion

  • Audio option (read aloud)

  • Optional learner file resource

  • Approximate 4 hour duration

Optional Formal Accreditation

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

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 does this course quality for?

This course is a single credit value.

Do I need to do any extra work?

You will be required to compete a learner file which is available once logged in. This is an enabled PDF so you can type your answer 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 once we receive it from the awarding body. It is sent recorded delivery.