Tax included

The treasurer has an essential role in leading on financial matters. This would include overseeing the management of and reporting on the organisation’s finances. Transparent financial management is essential for any organisation. The treasurer has a pivotal role in leading on all financial matters, ensuring that committee members/trustees are aware of and understand their joint responsibilities in relation to finance.

As with other positions on the Management Committee, the treasurer’s delivery of their responsibilities will have a strong impact on the public’s perception, trust, and assurance in the organisation as a whole.

The role of the treasurer training course is aimed at anyone who is currently in the role of treasurer or thinking about putting themselves forward for this position. The skills learnt will help you to develop a deeper understanding of functions and responsibilities of this role.

Course content

Modules you will cover in this Treasurer Skills in a Community Group Online Training:
Module 1 - The role of treasurer: In this module you will look at the role of the treasurer, electing the right person, role description, key tasks and assets.
Module 2 - Trustee responsibilities - registered companies: responsibilities of trustees when the organisation is a registered company, reporting to companies' house and tax implications.
Module 3 - Trustee responsibilities - registered charities: treasurer responsibilities, registered charities, becoming a charity, CIO's, roles and skills, types of accounts, SORP and SOFA.
Module 4 - Key functions of a treasurer: key functions, budgets, cash flow, actual spend, bank reconciliation, petty cash, accounts and key tasks.
Module 5 - The importance of a treasurer: the importance of having a treasurer in place and what could happen without a treasurer.
Module 6 - Effective skills of a treasurer: skills for financial management, transferable skills and the qualities of a good treasurer.

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, Treasurer - 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 2.5 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.